Yum! Brands Résultats passés
Passé contrôle des critères 5/6
Yum! Brands a connu une croissance annuelle moyenne de ses bénéfices de 3.8%, tandis que le secteur Hospitality a vu ses bénéfices augmenter de en hausse à 23.5% par an. Les revenus ont augmenté de en hausse à un taux moyen de 5.9% par an.
Informations clés
3.79%
Taux de croissance des bénéfices
5.25%
Taux de croissance du BPA
| Hospitality Croissance de l'industrie | 19.52% |
| Taux de croissance des recettes | 5.89% |
| Rendement des fonds propres | n/a |
| Marge nette | 25.41% |
| Dernière mise à jour des bénéfices | 30 Jun 2026 |
Mises à jour récentes des performances passées
Recent updates
Yum! Brands: Life After The Outbreak
Summary Yum! Brands, Inc. transitions to a leaner portfolio post-Pizza Hut sale, focusing on KFC, Taco Bell, and Habit Burger. Proceeds from the Pizza Hut sale (~$2.3B) will reduce revolver debt and fund significant share buybacks, supporting a mid-single-digit yield. Post-cyclosporiasis outbreak, Taco Bell’s same-store sales dipped but are expected to recover, with management guiding Q3 margins to 19–21%. I downgrade YUM stock to Hold, as current risk/reward skews neutral, with ~10% price upside to my $165–$169 target and total return near 15%. Read the full article on Seeking Alpha
Yum! Brands: A High-Quality Compounder With Continued Global Growth Potential
Yum! Brands appears fairly valued today, but it still offers attractive long-term growth through international expansion, Taco Bell's global rollout, and its highly profitable franchise model.
YUM: Pizza Hut Sale And Buybacks Will Drive Future Upside
Analysts have slightly trimmed the fair value estimate for Yum! Brands to about $174, reflecting a modest adjustment to growth and discount rate assumptions, even as recent research views the Pizza Hut sale and the Yum China deal as broadly positive for the stock.Yum! Brands (YUM) Stock Could Be 12.8% Undervalued on Its Digital Growth Narrative
Yum! Brands (YUM) is back in focus after recent share price moves that left the stock roughly flat over the past month and modestly lower over the past 3 months, prompting a closer look at fundamentals. See our latest analysis for Yum! Brands. Over a longer stretch, Yum! Brands has delivered a 1-year total shareholder return of 11.96%, while the share price has been roughly stable in recent months. This may indicate that momentum has cooled following earlier gains. If Yum! Brands has you...YUM: Pizza Hut Exit And Buybacks Will Shape Future Risk Reward
Analysts have nudged their average price target on Yum! Brands higher by about $2, reflecting updated views on the stock after a series of target increases and an upgrade to Overweight.YUM: Group Repricing And Buybacks Will Shape Future Risk Reward Balance
Yum! Brands' analyst price target is updated to $172.25 from $171.92, reflecting minor tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E in light of a series of recent price target increases from major research firms.YUM: Growth Quality Repricing And Capital Returns Will Shape Future Risk Balance
Analysts have increased their blended fair value estimate for Yum! Brands by about $0.17 to roughly $171.92, citing a series of recent price target raises across the Street that reflect confidence in what they describe as the quality of the company’s growth profile.YUM: Portfolio Simplification And Dividend Actions Will Shape Future Risk Balance
Analysts have been lifting their price targets on Yum! Brands, with moves such as JPMorgan's shift to $170 and others in the $170 to $179 range.YUM: Portfolio Review And Dividend Increase Will Shape Future Risk Balance
Analysts have nudged their average price target on Yum! Brands up by about $10 to $170, pointing to what they see as attractive growth quality across the restaurant portfolio and, for some, potential upside from a possible Pizza Hut divestment.YUM: Portfolio Reshaping And Dividend Growth Will Guide Future Risk Balance
Our analyst fair value estimate for Yum! Brands has moved slightly higher from $170.08 to $171.75, reflecting street analysts' higher price targets across banks and a modestly stronger view on growth quality, margins, and future earnings multiples.YUM: Pizza Hut Options And Commodity Tariff Cuts Will Shape Outlook
Narrative Update The analyst price target for Yum! Brands has been nudged higher to reflect a modestly higher fair value estimate of about $170 per share.YUM: Pizza Hut Review And Beef Tariff Relief Will Shape Outlook
The Analyst Price Target for Yum! Brands has moved modestly higher to approximately $166.88.YUM: Potential Pizza Hut Exit And Beef Tariff Relief Will Shape Outlook
Analysts slightly trimmed their consolidated fair value estimate for Yum! Brands to about $164.92 per share from roughly $165.56 as they weighed mixed price target revisions.YUM: Future Pizza Hut Exit And Taco Bell Expansion Will Shape Balanced Outlook
Analysts have nudged their blended price target for Yum! Brands slightly higher, reflecting a modestly improved long term growth and margin outlook.YUM: Future Pizza Hut Exit And Taco Bell Strength Will Unlock Outperformance
Analysts have nudged their average price target for Yum! Brands modestly higher toward the mid $160s, reflecting increased confidence in Taco Bell driven growth and potential portfolio optimization, such as a Pizza Hut sale, partly offset by concerns around higher costs and mixed same store sales trends.YUM: Future Brand Portfolio Moves Will Unlock Sector Outperformance
Yum! Brands' analyst price target has increased from $161.40 to $165.56, as analysts cite expected growth from Taco Bell acquisitions, potential strategic moves with Pizza Hut, and overall stronger sales momentum.YUM: Upcoming Earnings and Segment Performance Will Define Near-Term Trajectory
The analyst price target for Yum! Brands was raised slightly in recent updates, with the average moving from $158.67 to $161.33.Analysts See Improved Margins and Balanced Upside in Yum Brands Amid Valuation Updates
Analysts have raised their fair value estimate for Yum! Brands from $158.52 to $161.40 per share.Yum! Brands: Inflation Is A Short-Term Headwind
Summary Yum! Brands (NYSE:YUM) is rated as a HOLD due to overvaluation compared to peers although having good financial growth opportunities into the future. Taco Bell drives recent growth, with system sales up 14% in Q4'24, while KFC and Pizza Hut show mixed performance. Despite steady revenue and FCF growth, net income growth has slowed, impacted by inflation and decreasing profit margins. The company's stock appears overvalued based on historical and peer comparisons, with intrinsic value calculations suggesting a lower acceptable buying price. Read the full article on Seeking AlphaVentilation des recettes et des dépenses
Comment Yum! Brands gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 30 Jun 26 | 8,722 | 2,216 | 1,166 | 0 |
| 31 Mar 26 | 8,486 | 1,738 | 1,159 | 0 |
| 31 Dec 25 | 8,214 | 1,559 | 1,149 | 0 |
| 30 Sep 25 | 8,061 | 1,448 | 1,138 | 0 |
| 30 Jun 25 | 7,908 | 1,433 | 1,119 | 0 |
| 31 Mar 25 | 7,738 | 1,425 | 1,101 | 0 |
| 31 Dec 24 | 7,549 | 1,486 | 1,090 | 0 |
| 30 Sep 24 | 7,223 | 1,526 | 1,111 | 0 |
| 30 Jun 24 | 7,105 | 1,560 | 1,117 | 0 |
| 31 Mar 24 | 7,029 | 1,611 | 1,145 | 0 |
| 31 Dec 23 | 7,076 | 1,597 | 1,159 | 0 |
| 30 Sep 23 | 7,059 | 1,505 | 1,169 | 0 |
| 30 Jun 23 | 6,991 | 1,420 | 1,172 | 0 |
| 31 Mar 23 | 6,940 | 1,226 | 1,143 | 0 |
| 31 Dec 22 | 6,842 | 1,325 | 1,130 | 0 |
| 30 Sep 22 | 6,713 | 1,284 | 1,138 | 0 |
| 30 Jun 22 | 6,679 | 1,481 | 1,129 | 0 |
| 31 Mar 22 | 6,645 | 1,648 | 1,105 | 0 |
| 31 Dec 21 | 6,584 | 1,575 | 1,052 | 0 |
| 30 Sep 21 | 6,437 | 1,577 | 1,029 | 0 |
| 30 Jun 21 | 6,279 | 1,332 | 957 | 0 |
| 31 Mar 21 | 5,875 | 1,147 | 994 | 0 |
| 31 Dec 20 | 5,652 | 904 | 1,040 | 0 |
| 30 Sep 20 | 5,603 | 1,060 | 950 | 0 |
| 30 Jun 20 | 5,494 | 1,032 | 981 | 0 |
| 31 Mar 20 | 5,606 | 1,115 | 912 | 0 |
| 31 Dec 19 | 5,597 | 1,294 | 921 | 0 |
| 30 Sep 19 | 5,461 | 1,140 | 884 | 0 |
| 30 Jun 19 | 5,513 | 1,339 | 883 | 0 |
| 31 Mar 19 | 5,571 | 1,371 | 896 | 0 |
| 31 Dec 18 | 5,688 | 1,542 | 901 | 0 |
| 30 Sep 18 | 5,707 | 1,644 | 912 | 0 |
| 30 Jun 18 | 5,752 | 1,608 | 939 | 0 |
| 31 Mar 18 | 5,832 | 1,493 | 950 | 0 |
| 31 Dec 17 | 5,878 | 1,340 | 971 | 0 |
| 30 Sep 17 | 6,187 | 1,212 | 1,005 | 0 |
| 30 Jun 17 | 6,269 | 1,012 | 1,010 | 0 |
| 31 Mar 17 | 6,330 | 1,072 | 1,038 | 0 |
| 31 Dec 16 | 6,356 | 1,018 | 1,105 | 0 |
| 30 Sep 16 | 1,756 | 628 | 856 | 0 |
| 30 Jun 16 | 3,665 | 831 | 944 | 0 |
| 31 Mar 16 | 5,261 | 800 | 1,047 | 0 |
| 31 Dec 15 | 6,418 | 926 | 1,058 | 0 |
Des revenus de qualité: YUM a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de YUM sont plus élevées que l'année dernière YUM. (25.4%) sont plus élevées que l'année dernière (18.1%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de YUM ont augmenté de 3.8% par an au cours des 5 dernières années.
Accélération de la croissance: La croissance des bénéfices de YUM au cours de l'année écoulée ( 54.6% ) dépasse sa moyenne sur 5 ans ( 3.8% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices YUM au cours de l'année écoulée ( 54.6% ) a dépassé celle du secteur Hospitality 21.8%.
Rendement des fonds propres
ROE élevé: Le passif YUM dépasse son actif, il est donc difficile de calculer son rendement des capitaux propres.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/14 18:17 |
| Cours de l'action en fin de journée | 2026/09/14 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Yum! Brands, Inc. est couverte par 50 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| John Staszak | Argus Research Company |
| David Tarantino | Baird |
| Jeffrey Bernstein | Barclays |