Loading
Sentiment · FY2026 Q4
As of FY2026 Q3, the Tellvest earnings-call sentiment score for Darden Restaurants (DRI) is 5/10.
Darden posted total sales of $3.3 billion, up 5.9%, with same-restaurant sales of 4.2% exceeding the industry benchmark by 540 basis points as LongHorn Steakhouse led with a 7.2% comp exceeding the industry by 840 basis points. Adjusted EPS of $2.95 grew 5.4% with fine dining turning positive at 2.1% comp growth. EPS guidance was narrowed to $10.57-10.67, a modest reduction at the midpoint, as Bahama Breeze was resolved with 14 closures and 14 conversions while beef costs remained elevated.
Scored from Darden Restaurants’s FY2026 Q3 earnings call. The newest quarter is available with Tellvest Pro.
Full Pro access for 30 days when you create a free account. No credit card required.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $2.76B | +1.0% | $1.74 | +9.4% | 20.4% | 9.8% | 7.5% | $122M |
| FY2025 Q2 | $2.89B | +6.0% | $1.82 | +3.4% | 21.2% | 10.1% | 7.4% | $213M |
| FY2025 Q3 | $3.16B | +6.2% | $2.74 | +5.4% | 22.2% | 13.2% | 10.2% | $417M |
| FY2025 Q4 | $3.27B | +10.6% | $2.58 | +0.4% | 23.4% | 11.7% | 9.3% | $284M |
| FY2026 Q1 | $3.04B | +10.4% | $2.19 | +25.9% | 69.5% | 11.1% | 8.5% | $163M |
| FY2026 Q2 | $3.10B | +7.3% | $2.03 | +11.5% | 68.9% | 10.3% | 7.6% | $495M |
| FY2026 Q3 | $3.35B | +5.9% | $2.65 | -3.3% | 18.0% | 13.2% | 9.2% | $623M |
| FY2026 Q4 | $3.72B | +13.7% | $3.52 | +36.4% | — | 13.0% | 10.9% | $-162M |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2023 | $10.49B | +8.9% | $8.00 | +8.1% | 19.9% | 11.5% | 9.4% | $947M |
| FY2024 | $11.39B | +8.6% | $8.52 | +6.5% | 21.2% | 11.5% | 9.0% | $986M |
| FY2025 | $12.08B | +6.0% | $8.88 | +4.2% | 21.9% | 11.3% | 8.7% |
| $1.04B |
| FY2026 | $13.21B | +9.4% | $10.39 | +17.0% | — | 12.0% | 9.1% | $1.12B |