Dine Brands Q4 revenue misses estimates, adjusted EPS beats

Dine Brands Global

25/02/2026 12:12

Overview

Restaurant operator's Q4 revenue missed analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company reported net loss due to non-cash impairment charge

Outlook

Dine Brands expects 2026 adjusted EBITDA between $220 mln and $230 mln

Company forecasts Applebee's same-restaurant sales growth between 0% and 2% in 2026

IHOP's same-restaurant sales expected to grow between 0% and 2% in 2026

Result Drivers

REVENUE INCREASE - Driven by higher sales from company-owned restaurants due to acquisitions, offset by decreased franchise revenues

MENU INNOVATION AND VALUE - Focus on guest experience, everyday value, and menu innovation to drive sales and traffic improvements

DUAL-BRAND STRATEGY - Development initiatives anchored by dual-brand strategy continue to build momentum, with strong franchisee engagement

Company press release: ID:nBwtXZsra

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$217.60 mln
$228.07 mln (7 Analysts)
Q4 Adjusted EPS
Beat
$1.46
$1.06 (8 Analysts)
Q4 EPS
-$0.93
Q4 Adjusted EBITDA
$59.80 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 7 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the restaurants & bars peer group is "buy."

Wall Street's median 12-month price target for Dine Brands Global Inc is $34.00, about 11% above its February 24 closing price of $30.64

The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 5 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)