BJRI: BJ's Restaurants Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits
Q3 comp sales up 8.1%, EPS $0.24 diluted and $0.33 adjusted; FY26 comp guidance raised to ~4.7%, Adj. EBITDA to $149M-$154M.
What this filing says
BJ's Restaurants reported fiscal third quarter 2026 results, with total revenues up 8.6% to $358.6 million and comparable restaurant sales up 8.1%. The company raised several fiscal 2026 targets, including comparable sales growth now expected to be about 4.7%, which signals stronger expected performance for shareholders.
Key figures
- Q3 total revenues
- $358.6 million
- Comparable restaurant sales increase
- 8.1%
- Restaurant level operating profit
- $52.9 million
- Adjusted EBITDA
- $31.4 million
- Revised comparable sales outlook
- approximately 4.7%
- Share repurchase capacity remaining
- $84.5 million
Positive for shareholders
- Comparable restaurant sales and traffic grew for a ninth consecutive quarter.
- Restaurant level operating profit margin rose to 14.7% from 12.5% a year earlier.
- Fiscal 2026 comparable sales and Adjusted EBITDA outlooks were raised.
- About $84.5 million remains under the share repurchase program.
Negative for shareholders
- Diluted net income per share fell to $0.24 in the quarter, and net income was $5.3 million compared with the prior year's figures shown.
- Fiscal 2026 capital expenditures outlook was lowered to approximately $80 million from $85 million to $95 million, which may limit near-term growth spending.
Written by Quantisnow AI from this filing. Not financial advice.
Form 8-K cover page
Key terms
- Comparable restaurant sales:
- Sales growth from restaurants open long enough to be compared with the same period a year earlier.
- Restaurant level operating profit:
- A non-GAAP profit measure showing earnings from restaurant operations before corporate overhead and certain other costs.
- Adjusted EBITDA:
- A non-GAAP measure of earnings before interest, taxes, depreciation, amortization, and certain other adjusted expenses.
- Non-GAAP measure:
- A financial figure calculated by the company that differs from standard accounting rules, adjusted to show underlying performance.
FAQ
How did BJ's Restaurants perform in its fiscal third quarter of 2026?
Total revenues rose 8.6% to $358.6 million, comparable restaurant sales increased 8.1%, and restaurant level operating profit grew 27.9% to $52.9 million.
What changed in BJ's Restaurants' fiscal 2026 guidance?
The company raised its comparable restaurant sales outlook to an increase of about 4.7%, up from 3.0% to 4.0%, and raised its restaurant level operating profit and Adjusted EBITDA ranges.
Did BJ's Restaurants buy back its own stock this quarter?
Yes, it repurchased and retired about 17,000 shares at a cost of approximately $1.0 million during the third quarter of 2026.
Historical context for BJRI
Across the 27 sessions after earlier BJRI headlines, the stock closed higher 16 times and lower 11 times, with a median move of 2.2% in either direction. This shows timing only: many things move a stock in a session, and these figures do not show that any headline caused a move.
| Session | Earlier headline | BJRI | SPY |
|---|---|---|---|
| Nov 5, 2026 | BJ's Restaurant & Brewhouse® Unwraps an All-New Holiday Menu with a Brewhouse Twist on Steakhouse-Inspired Favorites and a Reimagined Biscoff® Pizookie® | -5.3% | -4.4% |
| Oct 29, 2026 | BJ's Restaurant & Brewhouse Goes 'Bananas' with the New Nutella® Gone Bananas Pizookie® | +4.6% | -0.4% |
| Oct 16, 2026 | BJ’s Restaurants, Inc. Announces Date for Third Quarter 2026 Earnings Release and Conference Call | -1.4% | -1.1% |
| Oct 1, 2026 | BJ Restaurants upgraded by Mizuho with a new price target | +3.4% | +0.2% |
| Sep 10, 2026 | BJ’s Restaurants, Inc. Appoints Christopher W. Brandt and James D. White to its Board of Directors | -1.1% | -0.6% |
| Aug 26, 2026 | BJ’s Restaurants, Inc. to Participate at the 19th Annual Barclays Global Consumer Staples Conference | +2.2% | +0.0% |
Keep researching BJRI
- What is Form 8-K?The SEC "current report" a public company files to disclose material events, generally within four business days of the event.
- Form 8-K explainedWhat a Form 8-K is, when it is due, and what each key item number means, from 1.01 material agreements and 2.02 earnings to 4.02 restatements and 5.02 executive changes.
- BJRI insider tradesEvery buy and sale reported by BJ's Restaurants Inc. officers, directors and large holders.
- BJRI earnings historyPast BJ's Restaurants Inc. earnings releases, newest first.
- BJRI financial statementsRevenue, profit, cash flow and balance sheet from BJ's Restaurants Inc.'s SEC filings.
- Market cap
- 30-day
- Sector
- Consumer Discretionary
- Industry
- Restaurants
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