DRI Earnings

DRI reported its FY2026Q2 earnings on 2025-12-18, showcasing a revenue of 3.00B against an estimate of 3.00B, resulting in a 0.88% surprise. The EPS was 2.08, surpassing the expected 2.09 by -0.48% . The stock experienced a 1.77% price change on the earnings day and a -1.33% change over the next five days, reflecting market reactions to the results.

Following DRI's FY2026Q2 earnings announcement on 2025-12-18, the stock price moved by 1.77% on the day of the release. Over the subsequent five days, it saw a -1.33% change. Historically, DRI's stock price tends to shift by an average of -2.73% in the 10 days leading up to earnings and -1.89% in the 10 days following, providing insight into potential market.

For 2026/Q3, analysts estimate DRI’s annual revenue to reach 3.00B, while the EPS is projected at 3.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 0.74% and EPS estimates Revise Upward by 0.98% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between DRI's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Upward by 0.74%, while EPS estimates moved Revise Upward by 0.98% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, DRI's stock price typically moves by -2.73% in the 10 days before its earnings and -1.89% in the 10 days after. For the upcoming 2026/Q3 earnings, analysts expect an EPS of 3.00 and revenue of 3.00B.

The earnings call summary and Q&A highlight strong sales growth across segments, optimistic future guidance, and strategic initiatives like lighter portions and delivery expansion. Despite some margin pressures and management's reluctance to provide specifics, the overall sentiment is positive with expectations of improvement in labor margins and beef costs. The market is likely to react positively to the strong sales performance and strategic growth plans, especially with the optimistic guidance and new initiatives.