Brinker International, Inc.

NYSE:EAT 주식 리포트

시가총액: US$6.3b

Brinker International 향후 성장

Future 기준 점검 2/6

Brinker International (는) 각각 연간 8.8% 및 4.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 11.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 73.5% 로 예상됩니다.

핵심 정보

8.8%

이익 성장률

11.55%

EPS 성장률

Hospitality 이익 성장18.0%
매출 성장률4.9%
향후 자기자본이익률73.49%
애널리스트 커버리지

Good

마지막 업데이트30 Apr 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • May 01

EAT: Chili’s Brand Flywheel And Remodel Program Will Support Future Upside

Brinker International's analyst price targets have seen both raises and cuts recently, with net adjustments of a few dollars around prior levels as analysts factor in updated views on Chili's brand momentum, remodel plans, and earnings growth prospects. Analyst Commentary Recent research on Brinker International reflects a mix of enthusiasm and caution, with price targets adjusted both higher and lower as analysts reassess Chili's turnaround progress, store remodel plans, and earnings visibility.
Seeking Alpha • Apr 24

Brinker International: Sell On Misleading Growth And Balance Sheet Struggles

Summary Brinker International is downgraded to a sell due to deteriorating growth, weak margins, and a heavily leveraged balance sheet. EAT's same store sales and foot traffic growth have sharply declined, raising concerns about future earnings sustainability. Gross margin remains below 18%, less than half the sector median, with cost headwinds from food, labor, and expenses squeezing profitability. With a debt-to-equity ratio of 4.6x and a current ratio of 0.36, EAT's liquidity and leverage pose significant risks if sales trends do not rebound. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 16

EAT: Chili’s Flywheel And Remodel Program Will Drive Future Share Gains

The analyst price target for Brinker International has been reset modestly to $210, reflecting updated assumptions around revenue growth, profit margins, and a lower future P/E multiple as analysts weigh recent target trims against earlier upgrades and positive commentary on the Chili's brand. Analyst Commentary Recent research on Brinker International shows a mix of fresh optimism and more measured views, with price targets and ratings reflecting how analysts are weighing Chili's brand momentum against valuation and earnings risk.
내러티브 업데이트 • Apr 01

EAT: Same Store Sales Momentum And Menu Upgrades Will Support Future Earnings

The analyst price target for Brinker International has been revised slightly lower to $189.14 from $191.05. Analysts are factoring in a modestly higher discount rate and only small adjustments to long term revenue growth, margin, and future P/E assumptions, while still highlighting Chili's momentum and recent target increases across the Street.
내러티브 업데이트 • Mar 18

EAT: Chili’s Traffic And Remodel Flywheel Will Support Earnings Resilience

Brinker International's updated analyst price target has shifted from $166 to $158.75 as analysts balance optimism around Chili's traffic and remodel potential with more tempered assumptions on future P/E, discount rate, and profitability. Analyst Commentary Recent Street research on Brinker International reflects a mix of optimism around Chili's brand momentum and more cautious views on what that means for long term returns.
내러티브 업데이트 • Mar 04

EAT: Same Store Sales Momentum Will Drive Earnings Resilience Through 2026

We are lifting our Brinker International fair value estimate to $166 from $145 as analysts raise price targets across the board, citing the company's current same store sales momentum, menu and execution improvements, and expectations for resilient earnings in the approaching 2026 period. Analyst Commentary Across Wall Street, Brinker International is drawing attention as researchers reset their models and targets around the restaurant group outlook into 2026.
내러티브 업데이트 • Feb 18

EAT: Same Store Sales Momentum And Menu Upgrades Will Support Earnings Upside

Analysts have lifted their price targets on Brinker International by a wide range, in some cases by $20 to $26. They cite adjustments to sector outlooks, views on same store sales trends, and company specific execution as key reasons for the updated valuations.
내러티브 업데이트 • Feb 04

EAT: Same Store Sales And Margin Execution Will Support Future Earnings Upside

Analysts raised their fair value estimate for Brinker International by about $15 to $191. This change reflects higher modeled revenue growth and profit margins, partly offset by a slightly higher discount rate and a modestly lower future P/E assumption in line with recent broad-based price target increases across Wall Street firms.
내러티브 업데이트 • Jan 20

EAT: Same Store Sales Momentum And Margin Resilience Will Drive Future Upside

Analysts have lifted their fair value estimate for Brinker International to about $176 from roughly $166. This reflects updated views on slightly higher revenue growth, modestly stronger profit margins, and a higher future P/E multiple supported by recent bullish initiations, upgrades, and price target increases across the Street.
내러티브 업데이트 • Jan 06

EAT: Same Store Sales Momentum And Turnaround Progress Will Drive Future Upside

The analyst price target for Brinker International has been raised by about US$3 to reflect slightly higher modeled fair value, modestly higher revenue growth and profit margin assumptions, and a small upward tweak to the future P/E multiple. This change is based on recent research pointing to ongoing same-store-sales momentum, menu and service improvements at Chili's, and continued progress in the turnaround.
분석 기사 • Jan 05

Brinker International, Inc. (NYSE:EAT) Shares Could Be 25% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Brinker International is US$201 based on 2 Stage Free Cash Flow to Equity...
내러티브 업데이트 • Dec 23

EAT: Chili’s Turnaround And Operational Gains Will Drive Share Price Upside

The Analyst Price Target for Brinker International has been reduced by $2.66 per share as analysts temper revenue growth and margin assumptions, while still crediting operational improvements and Chili's ongoing transformation for supporting a higher long term earnings multiple. Analyst Commentary Bullish analysts acknowledge the reduced price targets but continue to frame Brinker as a structurally improving story, with recent results at Chili's reinforcing confidence in the turnaround plan and the company's ability to support a premium valuation over time.
내러티브 업데이트 • Dec 09

EAT: Ongoing Turnaround And Share Repurchases Will Drive Future Upside Potential

Brinker International's analyst price target has been modestly reduced to $162.82 from $159.41 as analysts balance confidence in Chili's ongoing transformation and accelerating top line growth against slightly softer margin expectations and a more cautious view on near term demand trends. Analyst Commentary Analysts remain divided on Brinker International's near term risk reward, with several acknowledging meaningful progress in Chili's transformation while tempering expectations for same store sales growth and valuation upside.
분석 기사 • Nov 28

Brinker International, Inc.'s (NYSE:EAT) Shares Bounce 32% But Its Business Still Trails The Market

Brinker International, Inc. ( NYSE:EAT ) shareholders are no doubt pleased to see that the share price has bounced 32...
내러티브 업데이트 • Nov 25

EAT: Strengthening Revenue Momentum And Buybacks Will Support Continued Turnaround

Brinker International's analyst price target has been reduced from $175 to a range between $128 and $145. Analysts cite improved operational performance but also caution around choppy demand trends and a more measured near-term sales outlook.
내러티브 업데이트 • Nov 11

EAT: Operational Momentum And Share Repurchases Will Drive Confidence Ahead

Brinker International's consensus analyst price target has decreased from $171 to $159. This change reflects analysts' more cautious outlook on near-term sales momentum and profit growth, even though there is continued optimism for Chili's longer-term transformation initiatives.
내러티브 업데이트 • Oct 28

Digital Advances And Menu Updates Will Shape Market Performance Ahead

Brinker International's analyst price target has been revised downward from $176.44 to $171.27. Analysts cited choppy demand trends and moderate downside risk for U.S. restaurants, leading to a more cautious outlook on near-term same-store sales growth.
내러티브 업데이트 • Oct 13

Digital Upgrades And Menu Innovation Will Unlock New Opportunities

Brinker International's analyst price target has been reduced from $180.25 to $176.44, amid concerns over softer demand trends and moderated expectations for near-term sales growth, according to recent analyst commentary. Analyst Commentary Recent analyst actions provide a mixed perspective on Brinker International's outlook, with both bullish and bearish themes emerging as firms adjust their price targets and ratings in response to the latest performance data and industry trends.
내러티브 업데이트 • Sep 04

Digital Upgrades And Menu Innovation Will Unlock New Opportunities

Driven by strong same-store sales and margin improvements at Chili’s, but tempered by concerns over difficult comps and sustainability of recent momentum, the consensus analyst price target for Brinker International remained unchanged at $179. Analyst Commentary Markedly strong same-store sales growth at Chili’s (~25%) and robust adjusted EPS expansion (>100%) with significant improvements in restaurant-level margins and de-leveraging of the balance sheet.
분석 기사 • Aug 04

Do Brinker International's (NYSE:EAT) Earnings Warrant Your Attention?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 • Jul 22

Returns On Capital Are A Standout For Brinker International (NYSE:EAT)

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
분석 기사 • Jun 25

Estimating The Fair Value Of Brinker International, Inc. (NYSE:EAT)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Brinker International fair value estimate is US$193 Brinker...
분석 기사 • May 31

Brinker International, Inc.'s (NYSE:EAT) P/E Is Still On The Mark Following 29% Share Price Bounce

Brinker International, Inc. ( NYSE:EAT ) shareholders would be excited to see that the share price has had a great...
분석 기사 • May 13

What Is Brinker International, Inc.'s (NYSE:EAT) Share Price Doing?

Brinker International, Inc. ( NYSE:EAT ), is not the largest company out there, but it saw a decent share price growth...
Seeking Alpha • Apr 15

Brinker International: Unjustified Sell-Off, Strong Comps May Continue

Summary Brinker International's strong growth, driven by Chili's, is expected to continue in 2025 due to affordable dining options and operational improvements. Recipe enhancements and meal deals have led to higher guest satisfaction and increased sales, positioning Brinker for further success. The market sell-off has Brinker's valuation at an attractive level with potential for significant upside, supported by positive sales momentum which is driving margin increases and earnings growth. Read the full article on Seeking Alpha
Seeking Alpha • Apr 08

Brinker International: Weighing Strong Q3 Outlook, Tariff Uncertainty

Summary Brinker International's Q3 should continue Chili's impressive traffic turnaround, expected to rapidly expand earnings. Economic uncertainty around tariffs may cause the restaurant industry some issues in generating traffic. The impact on Brinker should be moderate, not changing the Chili's narrative. I estimate EAT stock to have a fair value of $147. Read the full article on Seeking Alpha
Seeking Alpha • Mar 15

Brinker International: Examining Chili's Rebound Potential

Summary Brinker International's Chili's has continued to rapidly regain traffic with impressive same-store sales growth. Compared to the chain's historical sales, Chili's still has a good amount of further traffic rebound potential. A good amount of the potential further rebound is already priced in, making Brinker's valuation fair. Read the full article on Seeking Alpha
Seeking Alpha • Feb 06

Brinker International: A Comp Sales Performance Worth A Michelin Star

Summary Brinker International's Chili's reported a 31.4% year-over-year same-store sales growth, driven by the Triple Dipper, and saw significant operational improvements. The Triple Dipper alone accounted for 7 percentage points of same-store sales, with new menu items and marketing appealing to Gen Z guests. EAT's top-line sales grew 26.55% year-over-year, with EBITDA increasing 102% and net income rising over 180%, reflecting strong financial health. I reiterate a 'Buy' rating for Brinker International, with a price target in the low $200s, based on robust earnings growth and favorable valuation multiples. Read the full article on Seeking Alpha
Seeking Alpha • Jan 21

Brinker International: Accelerating Same-Store Sales And Strengthening Margins - Solid Buy

Summary Brinker International is a promising growth-at-a-reasonable-price pick with accelerating same-store sales and strengthening margins, making it a "Buy" today. The company is modernizing restaurants, expanding its footprint, investing in technology, and enhancing its menu and marketing efforts, driving strong revenue and EPS growth. Despite high valuation multiples, EAT's forward PEG ratio is below the industry average, indicating potential undervaluation when adjusted for EPS growth. Brinker is taking a more technical approach to its corporate growth - this is likely to bring in higher margins and justify the currently overestimated consensus figures for FY2025. Based on my math, the growth potential from the current price is ~10%, but it can be much higher. I rate the stock as a "Buy" today. Read the full article on Seeking Alpha
Seeking Alpha • Jan 05

Brinker International: Core-4 At Chili's Finds Its Final Sizzling Piece

Summary Brinker International's Core-4 menu items, including revamped fajitas, have driven significant sales growth, now accounting for 58% of Chili's business. Brinker International's stock has soared 227% in the past year, with a market cap of $5.88 billion, outperforming peers like Texas Roadhouse and Darden Restaurants. Valuation models, including P/E, EV/EBITDA, and DCF, suggest a price target range of $155 to $180, supporting a 'Buy' rating for Brinker International. High short interest indicates potential for a short squeeze if Q2 FY 2025 results exceed expectations, reinforcing the bullish outlook on Brinker International. Read the full article on Seeking Alpha
Seeking Alpha • Dec 16

Brinker International: A Respectful Downgrade After A Delicious Surge

Summary Brinker International's stock has surged 295.9% since December 2022, outperforming the S&P 500's 59.8% gain, driven by strong revenue, profits, and cash flow growth. Despite impressive financial performance, the stock is no longer as cheap, prompting a downgrade to 'hold' due to valuation concerns relative to peers. Key growth drivers include higher pricing, product mix changes, and successful marketing campaigns, particularly at Chili’s, while Maggiano’s faces traffic declines despite price hikes. For fiscal 2025, management projects revenue of $4.70-$4.75 billion and net profits of $246.1 million, but the stock appears fairly valued, lacking a sufficient margin of safety. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:EAT - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
6/30/20286,371569N/A86110
6/30/20276,15153750780719
6/30/20265,80949053076919
3/25/20265,734463504758N/A
12/24/20255,688454456738N/A
9/24/20255,594444470737N/A
6/25/20255,384383414679N/A
3/26/20255,131333391635N/A
12/25/20244,826263337553N/A
9/25/20244,542187217426N/A
6/26/20244,415155223422N/A
3/27/20244,282152147336N/A
12/27/20234,245154160339N/A
9/27/20234,190140106291N/A
6/28/20234,13310371256N/A
3/29/20234,0798964241N/A
12/28/20223,9767541213N/A
9/28/20223,8837477237N/A
6/29/20223,804118102252N/A
3/30/20223,791152172313N/A
12/29/20213,639150216347N/A
9/29/20213,474134209327N/A
6/30/20213,338132276370N/A
3/24/20212,8927191276N/A
12/23/20202,9244143233N/A
9/23/20203,03320144241N/A
6/24/20203,07924141245N/A
3/25/20203,349120178300N/A
12/25/20193,329139N/A299N/A
9/25/20193,250143N/A250N/A
6/26/20193,218155N/A213N/A
3/27/20193,201152N/A197N/A
12/26/20183,174149N/A221N/A
9/26/20183,150142N/A284N/A
6/27/20183,135126N/A285N/A
3/28/20183,129133N/A307N/A
12/27/20173,127128N/A292N/A
9/27/20173,132137N/A298N/A
6/28/20173,151151N/A315N/A
3/29/20173,222162N/A341N/A
12/28/20163,236178N/A381N/A
9/28/20163,253191N/A417N/A
6/29/20163,257201N/A400N/A
3/23/20163,140196N/A393N/A
12/23/20153,100204N/A362N/A
9/23/20153,054197N/A344N/A
6/24/20153,002195N/A369N/A

애널리스트 향후 성장 전망

수입 대 저축률: EAT 의 연간 예상 수익 증가율(8.8%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: EAT 의 연간 수익(8.8%)이 US 시장(16.4%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: EAT 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: EAT 의 수익(연간 4.9%)이 US 시장(연간 11.4%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: EAT 의 수익(연간 4.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: EAT의 자본 수익률은 3년 후 73.5%로 매우 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 03:23
종가2026/05/07 00:00
수익2026/03/25
연간 수익2025/06/25

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Brinker International, Inc.는 40명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
John StaszakArgus Research Company
Jeffrey BernsteinBarclays
Jeffrey BernsteinBarclays