BJ's Restaurants, Inc.

NasdaqGS:BJRI 주식 리포트

시가총액: US$936.5m

BJ's Restaurants 과거 순이익 실적

과거 기준 점검 5/6

BJ's Restaurants은 연평균 66.7%의 비율로 수입이 증가해 온 반면, Hospitality 산업은 수입이 31.2% 증가했습니다. 매출은 연평균 7.8%의 비율로 증가했습니다. BJ's Restaurants의 자기자본이익률은 11.9%이고 순이익률은 3.1%입니다.

핵심 정보

66.72%

순이익 성장률

67.71%

주당순이익(EPS) 성장률

Hospitality 산업 성장률19.52%
매출 성장률7.81%
자기자본이익률11.91%
순이익률3.15%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

Seeking Alpha May 05

Why BJ's Restaurants Might Surprise When It Matters Most (Earnings Preview)

Summary BJ's Restaurants remains a 'Buy' pre-earnings, offering double-digit upside and mid-single-digit buybacks. FY 2026 guidance calls for 1–3% same-store sales growth and EBITDA margins of 9.6–10.3%, well above historical averages. Capex compression in FY 2026 turns BJRI into a short-term cash cow, with $27–50 million FCF likely fueling buybacks. Valuation at ~8.6x EBITDA appears attractive, reflecting a shift from high growth to steady profitability and margin expansion. Read the full article on Seeking Alpha
내러티브 업데이트 Apr 24

BJRI: Traffic Driven Same Store Sales Will Support Future Repricing Potential

Narrative Update The analyst price target for BJ's Restaurants is trimmed slightly in this update, with a modest reduction in fair value to about $44.56 as analysts factor in slightly softer revenue growth assumptions, a marginally lower discount rate, and relatively stable profitability expectations following a mix of recent price target increases and a more recent cut. Analyst Commentary Recent research updates on BJ's Restaurants show a mix of optimism and caution around same store sales trends, unit growth plans, and how much of this is already reflected in the share price.
분석 기사 Apr 09

Here's Why We Think BJ's Restaurants (NASDAQ:BJRI) Is Well Worth Watching

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
내러티브 업데이트 Apr 09

BJRI: Traffic Driven Same Store Sales Will Support Future Earnings Momentum

The analyst price target for BJ's Restaurants has been trimmed slightly, as the updated fair value estimate shifts from about $45.22 to $44.78. This reflects analyst caution around muted valuation until there is clearer visibility on accelerating unit expansion, despite ongoing same store sales momentum and a modestly lower assumed future P/E of roughly 18.84x.
내러티브 업데이트 Mar 25

BJRI: Traffic Driven Same Store Sales Will Support Further Upside Potential

Analysts have nudged the consolidated price target for BJ's Restaurants higher into the mid $40s, reflecting incremental adjustments to the discount rate and P/E assumptions, along with recent research that highlights steady same store sales momentum but mixed views on valuation and unit growth visibility. Analyst Commentary Recent research paints a mixed but constructive picture for BJ's Restaurants, with price targets clustering in the high $30s to high $40s and ratings spread across Buy, Neutral, and Underweight.
내러티브 업데이트 Mar 08

BJRI: Same Store Sales Momentum Will Drive Measured Upside Potential Ahead

The analyst fair value estimate for BJ's Restaurants has increased to $45.22 from $38.88, reflecting a series of price target updates in the $38 to $49 range as analysts factor in steady same store sales momentum, recent Q4 results and guidance, and current expectations around future unit growth and P/E assumptions. Analyst Commentary Recent research updates on BJ's Restaurants center on how sustainable the current same store sales momentum may be, how quickly the company can resume meaningful unit expansion, and how these factors line up with valuation based on current P/E assumptions.
내러티브 업데이트 Feb 22

BJRI: Higher Multiple Assumptions Will Temper Upside From Softer Sales Risks

The updated analyst price target framework for BJ's Restaurants moves fair value from $30.00 to $39.00, as analysts factor in revised assumptions for the discount rate, modestly higher revenue growth and profit margin, and a higher future P/E multiple in line with recent target hikes from $30.00 to $39.00 and then to $42.00 at major firms. Analyst Commentary Recent Street research around BJ's Restaurants has centered on valuation discipline and sector level concerns, even as published price targets have moved higher into the low $40s.
분석 기사 Feb 13

BJ's Restaurants, Inc.'s (NASDAQ:BJRI) Popularity With Investors Is Clear

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
내러티브 업데이트 Feb 08

BJRI: Price War Resilience And Margin Expansion Efforts Will Reshape Earnings Power

Analysts have lifted their price targets on BJ's Restaurants to $39, up from prior levels of $30 and $32, citing updated 2026 group outlooks that factor in ongoing restaurant pricing competition with grocery and differing expectations for how casual dining and quick service chains may perform. Analyst Commentary Recent research updates highlight that bullish analysts now see BJ's Restaurants as better aligned with their 2026 restaurant group playbook, even as they factor in ongoing pricing competition with grocery and mixed expectations across casual dining, fast casual, and quick service chains.
내러티브 업데이트 Jan 22

BJRI: New Leadership And Margin Expansion Efforts Will Reshape Earnings Power

Narrative Update The analyst price target for BJ's Restaurants has moved higher, with fair value shifting from US$50.00 to US$54.00. Analysts are factoring in updated 2026 group outlooks, sector level price target revisions and expectations for margin expansion supported by new leadership and potential sales catalysts.
분석 기사 Jan 07

BJ's Restaurants (NASDAQ:BJRI) Seems To Use Debt Quite Sensibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
내러티브 업데이트 Jan 05

BJRI: Softer Same Store Sales Will Likely Limit New Leadership Upside

Analysts have modestly adjusted their outlook on BJ's Restaurants, with recent Street research price targets now ranging from $38 to $44 per share. This reflects a balance between caution on near term same-store sales and optimism around new leadership, potential sales catalysts, and room for further margin improvement.
내러티브 업데이트 Dec 21

BJRI: Softer Same Store Sales Will Likely Undercut New Leadership Catalysts

Analysts have reduced their fair value estimate for BJ's Restaurants to $30 from $36 per share, reflecting tempered expectations for revenue growth and valuation multiples, partly offset by improving margin outlooks and recent mixed Street commentary on sales trends and new leadership-driven catalysts. Analyst Commentary Recent Street commentary on BJ's Restaurants reflects a mixed backdrop, with upside cases around new leadership and margin expansion set against more cautious views on near term sales performance and valuation risk.
분석 기사 Dec 13

We Like These Underlying Return On Capital Trends At BJ's Restaurants (NASDAQ:BJRI)

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
내러티브 업데이트 Dec 07

BJRI: New Leadership And Margin Initiatives Will Drive Measured Upside Ahead

Analysts have modestly raised their price target on BJ's Restaurants to $38.88 from $38.88. This reflects slightly lower discount rate assumptions, a small improvement in projected profit margins, and a balanced read of recent Street research that highlights both new Buy initiation upside and tempered same-store-sales expectations.
분석 기사 Nov 27

At US$38.62, Is It Time To Put BJ's Restaurants, Inc. (NASDAQ:BJRI) On Your Watch List?

BJ's Restaurants, Inc. ( NASDAQ:BJRI ), is not the largest company out there, but it saw a significant share price rise...
내러티브 업데이트 Nov 22

BJRI: New Leadership And Sales Catalysts Will Support Balanced Recovery Ahead

Analysts have raised their price target for BJ's Restaurants from $38.14 to $38.88, citing improved risk and reward outlooks supported by new leadership, anticipated sales catalysts, and ongoing opportunities for margin expansion despite cautious industry trends. Analyst Commentary Recent Street research on BJ's Restaurants has highlighted factors influencing both the optimistic and more cautious perspectives on the company's outlook and valuation.
분석 기사 Nov 14

Estimating The Fair Value Of BJ's Restaurants, Inc. (NASDAQ:BJRI)

Key Insights BJ's Restaurants' estimated fair value is US$32.04 based on 2 Stage Free Cash Flow to Equity With US$37.20...
내러티브 업데이트 Nov 06

BJRI: Future Leadership And Margin Expansion Will Drive Measured Recovery

Analysts have reduced their price target for BJ's Restaurants to $38.14 from $38.83. This adjustment reflects mixed views on near-term sales trends and margin improvement opportunities.
내러티브 업데이트 Oct 23

Analyst Commentary Highlights Mixed Outlook and Lower Price Targets for BJ's Restaurants

The average analyst price target for BJ's Restaurants has decreased from $42.33 to $38.83. Analysts cite softer industry sales trends and modestly lower growth and margins ahead of the next earnings report.
분석 기사 Sep 11

Is BJ's Restaurants (NASDAQ:BJRI) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Aug 19

There May Be Some Bright Spots In BJ's Restaurants' (NASDAQ:BJRI) Earnings

NasdaqGS:BJRI 1 Year Share Price vs Fair Value Explore BJ's Restaurants's Fair Values from the Community and select...
분석 기사 Jul 29

The Return Trends At BJ's Restaurants (NASDAQ:BJRI) Look Promising

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
분석 기사 May 09

Market Participants Recognise BJ's Restaurants, Inc.'s (NASDAQ:BJRI) Earnings Pushing Shares 30% Higher

BJ's Restaurants, Inc. ( NASDAQ:BJRI ) shareholders would be excited to see that the share price has had a great month...
분석 기사 Apr 24

Does BJ's Restaurants (NASDAQ:BJRI) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Mar 13

BJ's Restaurants (NASDAQ:BJRI) Will Be Hoping To Turn Its Returns On Capital Around

When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
Seeking Alpha Feb 21

BJ's Restaurants: Exceptional Execution In A Competitive Space

Summary BJ's Restaurants, Inc. reported a double-line beat, with revenues up 6.4% to $344.3 million and comparable sales rising 5.5%, driven by effective promotions and increased guest traffic. Efficiency initiatives led to a 100 basis point improvement in operating profit margin to 15.4%, and adjusted EBITDA surged 21.1% to $33.1 million. For 2025, management expects 2%-3% comparable sales growth, $205-$215 million in operating profit, and $127-$137 million in adjusted EBITDA, with significant share repurchases planned. Given the strong financial performance and positive future projections, any BJRI stock weakness should be considered a buying opportunity at current valuations. Read the full article on Seeking Alpha
분석 기사 Jan 11

BJ's Restaurants, Inc.'s (NASDAQ:BJRI) Share Price Could Signal Some Risk

BJ's Restaurants, Inc.'s ( NASDAQ:BJRI ) price-to-earnings (or "P/E") ratio of 26.2x might make it look like a sell...
분석 기사 Dec 23

Is BJ's Restaurants (NASDAQ:BJRI) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Nov 20

Calculating The Intrinsic Value Of BJ's Restaurants, Inc. (NASDAQ:BJRI)

Key Insights The projected fair value for BJ's Restaurants is US$35.15 based on 2 Stage Free Cash Flow to Equity BJ's...
분석 기사 Nov 03

BJ's Restaurants, Inc. Just Reported A Surprise Loss: Here's What Analysts Think Will Happen Next

Shareholders might have noticed that BJ's Restaurants, Inc. ( NASDAQ:BJRI ) filed its third-quarter result this time...
분석 기사 Oct 31

With EPS Growth And More, BJ's Restaurants (NASDAQ:BJRI) Makes An Interesting Case

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Seeking Alpha Oct 06

BJ's Restaurants: Trying To Leverage The 'Pizookie Meal Deal', But It Might Be Too Late

Summary BJ's promotional mix failed to capture value-seeking guests, leading to declining traffic and comparable sales, unlike Chili's successful '3-for-Me' strategy. The late introduction of BJ's 'Pizookie Meal Deal' may not significantly boost traffic due to the competitive environment and guest inertia. Quantitative models suggest BJ's stock is fairly valued in the mid-$30s, with potential upside only if Q3 results exceed expectations. I recommend holding BJ's stock, considering its current valuation and the potential for better market opportunities elsewhere. Read the full article on Seeking Alpha
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새로운 내러티브 Sep 24

Innovative Service Models And Expansion Strategy Spur Growth For BJ's Restaurants

Implementing new service models and technological upgrades enhances guest satisfaction and repeat visits, positively affecting sales.
분석 기사 Sep 17

BJ's Restaurants (NASDAQ:BJRI) Will Be Looking To Turn Around Its Returns

What underlying fundamental trends can indicate that a company might be in decline? Businesses in decline often have...

매출 및 비용 세부 내역

BJ's Restaurants가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:BJRI 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 261,40944900
30 Dec 251,39949900
30 Sep 251,38831870
01 Jul 251,38428870
01 Apr 251,36822860
31 Dec 241,35717870
01 Oct 241,33730890
02 Jul 241,33029870
02 Apr 241,32924880
02 Jan 241,33320850
03 Oct 231,35416840
04 Jul 231,34618820
04 Apr 231,3266790
03 Jan 231,2844770
27 Sep 221,231-5750
28 Jun 221,202-5730
29 Mar 221,1621730
28 Dec 211,087-4690
28 Sep 21993-17650
29 Jun 21909-21620
30 Mar 21747-57590
29 Dec 20779-58560
29 Sep 20873-25580
30 Jun 20952-15580
31 Mar 201,12528600
31 Dec 191,16145650
01 Oct 191,15141640
02 Jul 191,14246640
02 Apr 191,12949640
01 Jan 191,11751630
02 Oct 181,09864620
03 Jul 181,07457610
03 Apr 181,05250590
02 Jan 181,03245590
03 Oct 171,03634610
04 Jul 171,02339620
04 Apr 171,00743620
03 Jan 1799346620
27 Sep 1696144600
28 Jun 1695649610
29 Mar 1693847610
29 Dec 1592045600
29 Sep 1590043600
30 Jun 1587737580

양질의 수익: BJRI는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: BJRI의 현재 순 이익률 (3.1%)은 지난해 (1.6%)보다 높습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: BJRI는 지난 5년 동안 흑자전환하며 연평균 66.7%의 수익 성장을 기록했습니다.

성장 가속화: 지난 1년간 BJRI 의 수익 증가율(98.1%)은 연간 평균(66.7%)을 초과합니다.

수익 대 산업: BJRI의 지난 1년 수익 증가율(98.1%)은 Hospitality 업계의 24.3%를 상회했습니다.


자기자본이익률

높은 ROE: BJRI의 자본 수익률(11.9%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 13:57
종가2026/05/26 00:00
수익2026/03/31
연간 수익2025/12/30

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분석가 소스

BJ's Restaurants, Inc.는 28명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jeffrey BernsteinBarclays
Jeffrey BernsteinBarclays
Todd BrooksBenchmark Company