NATH
Nathan's Famous, Inc.95.87
+0.75+0.79%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
392.06MP/E (TTM)
17.27Basic EPS (TTM)
5.55Dividend Yield
0.02%Recent Filings
10-Q
Q3 FY2026 results
Nathan's Famous posted Q3 FY2026 revenues of $34.3M, up 9% y/y, driven by 13% Branded Products growth to $23.7M despite volume dip, while license royalties rose 4% to $7.4M; yet operating income fell 24% y/y to $5.1M as cost of sales jumped 18% from beef inflation, squeezing gross margins to 9% (derived). YTD revenue climbed 8% to $127.0M with operating income down 16% to $25.4M and diluted EPS sliding to $4.17 from $4.84, reconciling to 4.124M shares. Cash dipped to $24.5M after $16.4M dividends and $1.8M debt paydown on $49M SOFR Term Loan (5.2%), with $15.7M operating cash flow less $0.3M capex yielding $15.4M FCF; $10M revolver fully available, covenants met. Pending Smithfield merger announced Jan 2026 faces HSR/CFIUS regulatory hurdles.
8-K
Q3 revenues up, profits down
Nathan's Famous posted Q3 fiscal 2026 revenues of $34.3M, up from $31.5M last year, yet operating income fell to $5.1M from $6.8M on beef cost spikes. Branded product sales jumped 14% to $81.9M YTD, but profits there plunged 55% amid 19% higher beef prices. Profits squeezed. Board declared $0.50/share dividend; Smithfield buyout at $102/share (~$450M EV) awaits approvals.
8-K
Nathan's merger with Smithfield
Nathan's Famous signed a merger agreement on January 20, 2026, to be acquired by Smithfield Foods for $102 per share in cash, taking the company private. The board approved the deal and secured a voting agreement from holders of 29.9% of shares. Closing awaits stockholder approval, HSR clearance, and CFIUS review by mid-2026.
10-Q
Q2 FY2026 results
Nathan's Famous posted Q2 revenue up 11% y/y to $45.7M, driven by 18% Branded Products growth to $29.0M despite cost of sales surging 24% and gross margins slipping to 7% from 13%. Operating income fell to $7.5M from $9.6M y/y, diluted EPS $1.26 vs $1.47 (reconciles to 4.13M shares), while YTD figures show revenue +8% to $92.7M, op income $20.3M (-13%), EPS $3.42 vs $3.74. Cash climbed to $32.2M with OCF $9.9M and FCF $9.7M (derived), funding $1.2M debt paydown on $49.6M SOFR term loan (5.6%, revolver fully available, covenants met). Branded Products dominates at 63% of sales. Beef price volatility looms large.
8-K
Q2 revenues up, profits down
Nathan's Famous reported Q2 fiscal 2026 revenues of $45.7M, up from $41.1M, but operating income fell to $7.5M from $9.6M as branded product margins squeezed by 16% higher beef costs despite 10% price hikes and 3% volume growth. License royalties dipped 4% to $19.9M from Smithfield. Board declared $0.50 regular and $2.50 special dividends per share, payable December 5. Beef prices bit hard.
IPO
Employees
Sector
Industry
DPZ
Domino's Pizza Inc
433.90-3.60
EAT
Brinker International, Inc.
145.81+1.21
FAT
FAT Brands Inc.
0.42-0.01
MCD
McDonald's Corporation
314.50-4.23
NROM
Noble Roman's, Inc.
0.28+0.01
PTLO
Portillo's Inc.
4.63-0.02
PZZA
Papa John's International, Inc.
40.91-0.65
QSR
Restaurant Brands International
70.47-0.52
SHAK
Shake Shack, Inc.
81.68-1.97
YUM
Yum! Brands, Inc.
151.03-2.79