EATBRINKER INTERNATIONAL, INC
Retail-Eating Places
- Revenue
- $5.8B
- 7.9% YoY
- Operating margin
- 10.7%
- 12% YoY
- EBITDA
- $837M
- 17% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 0.5×
- $420M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear162% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear56% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear7% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $3.8B | $4.1B | $4.4B | $5.4B | $5.8B | 7.9% |
| Operating income | $160M | $144M | $230M | $512M | $620M | 21% |
| Net income | $118M | $103M | $155M | $383M | $487M | 27% |
| Operating cash flow | $252M | $256M | $422M | $679M | $789M | 16% |
| Capex | $150M | $185M | $199M | $265M | $232M | 13% |
| Stock-based comp | $19M | $14M | $26M | $31M | $32M | 2.5% |
| Buybacks | $101M | $5M | $26M | $90M | $444M | 392% |
| Dividends | $1M | $600K | $200K | $0 | $0 |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $9M · 4
- Net
- −$9M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | — | — | 275 | 120 |
| FY2025 | — | — | 286 | 132 |
| FY2024 | — | — | 118 | 114 |
| FY2023 | — | — | 59 | 118 |
| FY2022 | — | — | 36 | 91 |