BRINKER INTERNATIONAL, INC
EAT · Retail-Eating Places · 42.9M shares · +4%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: -$9M (gross $5M, SBC $14M)
Reference price $143.46 · est. market cap ~$6.2B — last insider sale, 2026-06-08 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B81Casual-dining operator riding a strong Chili's traffic-led comp recovery to outsized growth and top-decile returns.
Strengths
- Revenue +21.9% (81.8th pct) on +25% Chili's comps and +16% traffic; net income +147% (75th pct)
- ROA 14.3% (86.8th pct) and strong FCF $414M (fcf margin 76.5th pct), interest coverage 9.6x
Risks
- Growth is a cyclical comp rebound in competitive casual dining, not durable compounding; thin liquidity (current ratio 0.31)
- High leverage with a buyback-distorted ~103% ROE; food-cost and traffic sustainability risk
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
9.5%
Net margin
7.1%
Return on equity
103.3%
Return on assets
14.3%
Revenue growth (QoQ)
1.2%
Net-income growth
146.7%
Interest coverage
9.6×
Current ratio
0.3×
Free cash flow
$414M
Tangible book value
$159M
Cash & investments
$19M
Stock comp / revenue
0.6%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-08 | Allen Frances L. | Sell | 2.0K | $143.46 |
| 2026-06-04 | Allen Frances L. | Sell | 1.0K | $143.60 |
| 2026-06-02 | Allen Frances L. | Sell | 1.3K | $139.25 |
| 2026-05-15 | Allen Frances L. | Sell | 1.0K | $135.78 |
| 2026-05-14 | GILES WILLIAM T | Grant | 525 | — |
| 2026-05-14 | EDELMAN HARRIET | Grant | 283 | — |
| 2026-05-14 | DePinto Joseph Michael | Grant | 786 | — |
| 2026-05-14 | Davis Cindy L | Grant | 283 | — |
| 2026-05-14 | Katzman James C | Sell | 547 | $128.11 |
| 2026-05-14 | Katzman James C | Grant | 493 | — |
| 2026-05-14 | JOHNSON TIMOTHY A | Grant | 283 | — |
| 2026-05-14 | Hood Ramona | Grant | 283 | — |
| 2026-05-14 | Allen Frances L. | Grant | 283 | — |
| 2026-05-14 | Liberio Frank D | Grant | 283 | — |
| 2026-04-30 | Davis Cindy L | Gift | 670 | — |
| 2026-02-13 | Ware Michaela M | Tax withheld | 22 | $161.98 |
| 2026-02-12 | Davis Cindy L | Grant | 238 | — |
| 2026-02-12 | JOHNSON TIMOTHY A | Grant | 238 | — |
| 2026-02-12 | Hood Ramona | Grant | 238 | — |
| 2026-02-12 | GILES WILLIAM T | Grant | 442 | — |
| 2026-02-12 | Allen Frances L. | Grant | 238 | — |
| 2026-02-12 | Liberio Frank D | Grant | 238 | — |
| 2026-02-12 | EDELMAN HARRIET | Grant | 238 | — |
| 2026-02-12 | DePinto Joseph Michael | Grant | 661 | — |
| 2026-02-12 | Katzman James C | Grant | 415 | — |
| 2026-02-11 | Katzman James C | Sell | 447 | $164.19 |
| 2026-02-10 | Davis Cindy L | Gift | 160 | — |
| 2026-02-09 | Comings Douglas N. | Sell | 1.3K | $171.48 |
| 2026-02-06 | Fuller Daniel S | Sell | 4.0K | $167.64 |
| 2026-02-06 | Fuller Daniel S | Option exercise | 5.5K | $38.51 |
| 2026-02-05 | Ware Michaela M | Sell | 5.0K | $162.40 |
| 2026-02-04 | White Aaron M | Sell | 7.0K | $165.00 |
| 2026-02-03 | Felix George S | Sell | 10K | $161.00 |
| 2026-02-02 | Hood Ramona | Sell | 400 | $161.32 |
| 2026-01-30 | Hochman Kevin | Gift | 2.0K | — |
| 2026-01-29 | Hochman Kevin | Sell | 66K | $160.31 |
| 2026-01-29 | EDELMAN HARRIET | Sell | 8.4K | $159.00 |
| 2025-12-12 | Comings Douglas N. | Tax withheld | 74 | $146.41 |
| 2025-12-09 | Fuller Daniel S | Gift | 3.2K | — |
| 2025-11-26 | Ware Michaela M | Gift | 132 | — |
| 2025-11-25 | Ranade Prashant | Sell | 637 | $152.70 |
| 2025-11-13 | EDELMAN HARRIET | Grant | 330 | — |
| 2025-11-13 | Davis Cindy L | Grant | 330 | — |
| 2025-11-13 | Ranade Prashant | Grant | 330 | — |
| 2025-11-13 | Liberio Frank D | Grant | 330 | — |
| 2025-11-13 | Katzman James C | Grant | 576 | — |
| 2025-11-13 | JOHNSON TIMOTHY A | Grant | 330 | — |
| 2025-11-13 | Hood Ramona | Grant | 349 | — |
| 2025-11-13 | GILES WILLIAM T | Grant | 613 | — |
| 2025-11-13 | DePinto Joseph Michael | Grant | 917 | — |
| 2025-11-13 | Allen Frances L. | Grant | 330 | — |
| 2025-11-12 | Katzman James C | Sell | 428 | $112.83 |
| 2025-11-07 | White Aaron M | Grant | 1.3K | — |
| 2025-11-07 | White Aaron M | Tax withheld | 511 | $103.01 |
| 2025-11-07 | White Aaron M | Tax withheld | 511 | $103.01 |
| 2025-09-09 | Comings Douglas N. | Sell | 16K | $156.48 |
| 2025-09-09 | Comings Douglas N. | Gift | 500 | — |
| 2025-09-08 | Ware Michaela M | Tax withheld | 1.1K | $157.33 |
| 2025-09-08 | Comings Douglas N. | Tax withheld | 2.6K | $157.33 |
| 2025-09-08 | Felix George S | Tax withheld | 5.4K | $157.33 |
| 2025-09-08 | Hochman Kevin | Tax withheld | 21K | $157.33 |
| 2025-09-08 | Fuller Daniel S | Tax withheld | 2.5K | $157.33 |
| 2025-09-08 | White Aaron M | Tax withheld | 2.6K | $157.33 |
| 2025-09-05 | Ranade Prashant | Sell | 511 | $159.64 |
| 2025-09-02 | Davis Cindy L | Gift | 1.1K | — |
| 2025-08-29 | Comings Douglas N. | Tax withheld | 1.2K | $153.96 |
| 2025-08-29 | Caldwell Christopher M | Tax withheld | 255 | $153.96 |
| 2025-08-29 | White Aaron M | Tax withheld | 1.8K | $153.96 |
| 2025-08-29 | Ware Michaela M | Tax withheld | 1.2K | $153.96 |
| 2025-08-29 | Hochman Kevin | Tax withheld | 12K | $153.96 |
| 2025-08-29 | Fuller Daniel S | Tax withheld | 1.2K | $153.96 |
| 2025-08-29 | Felix George S | Tax withheld | 1.4K | $153.96 |
| 2025-08-29 | Butler James M | Tax withheld | 692 | $153.96 |
| 2025-08-28 | Ware Michaela M | Grant | 1.9K | — |
| 2025-08-28 | Felix George S | Grant | 1.7K | — |
| 2025-08-28 | Fuller Daniel S | Grant | 1.5K | — |
| 2025-08-28 | Comings Douglas N. | Grant | 1.5K | — |
| 2025-08-28 | White Aaron M | Grant | 2.3K | — |
| 2025-08-28 | Caldwell Christopher M | Grant | 1.4K | — |
| 2025-08-28 | Butler James M | Grant | 1.2K | — |
| 2025-08-28 | Hochman Kevin | Grant | 18K | — |
| 2025-08-28 | Ranade Prashant | Grant | 249 | — |
| 2025-08-28 | Liberio Frank D | Grant | 249 | — |
| 2025-08-28 | Katzman James C | Grant | 434 | — |
| 2025-08-28 | JOHNSON TIMOTHY A | Grant | 249 | — |
| 2025-08-28 | Hood Ramona | Grant | 270 | — |
| 2025-08-28 | GILES WILLIAM T | Grant | 462 | — |
| 2025-08-28 | EDELMAN HARRIET | Grant | 249 | — |
| 2025-08-28 | DePinto Joseph Michael | Grant | 691 | — |
| 2025-08-28 | Davis Cindy L | Grant | 249 | — |
| 2025-08-28 | Allen Frances L. | Grant | 249 | — |
| 2025-08-27 | Hochman Kevin | Sell | 44K | $157.82 |
| 2025-08-27 | White Aaron M | Option exercise | 4.3K | $38.51 |
| 2025-08-27 | White Aaron M | Sell | 1.1K | $157.16 |
| 2025-08-26 | Felix George S | Sell | 12K | $159.19 |
| 2025-08-25 | Ranade Prashant | Sell | 1.9K | $154.06 |
| 2025-08-19 | White Aaron M | Grant | 21K | — |
| 2025-08-19 | White Aaron M | Tax withheld | 7.5K | $156.13 |
| 2025-08-19 | Ware Michaela M | Grant | 7.5K | — |
| 2025-08-19 | Ware Michaela M | Tax withheld | 2.2K | $156.13 |
| 2025-08-19 | Hochman Kevin | Grant | 143K | — |
| 2025-08-19 | Hochman Kevin | Tax withheld | 56K | $156.13 |
| 2025-08-19 | Fuller Daniel S | Grant | 17K | — |
| 2025-08-19 | Fuller Daniel S | Tax withheld | 5.7K | $156.13 |
| 2025-08-19 | Felix George S | Grant | 18K | — |
| 2025-08-19 | Felix George S | Tax withheld | 6.1K | $156.13 |
| 2025-08-19 | Comings Douglas N. | Grant | 18K | — |
| 2025-08-19 | Comings Douglas N. | Tax withheld | 7.0K | $156.13 |
| 2025-08-18 | EDELMAN HARRIET | Gift | 80 | — |
| 2025-08-14 | EDELMAN HARRIET | Gift | 175 | — |
| 2025-08-14 | EDELMAN HARRIET | Sell | 8.3K | $157.00 |
| 2025-06-09 | Hochman Kevin | Tax withheld | 19K | $173.95 |
| 2025-06-05 | DePinto Joseph Michael | Sell | 10K | $170.36 |
| 2025-06-03 | Fuller Daniel S | Gift | 500 | — |
| 2025-06-02 | Ware Michaela M | Option exercise | 4.3K | $38.51 |
| 2025-06-02 | Ware Michaela M | Sell | 5.7K | $170.30 |
| 2025-05-23 | Bertolone Dominique | Sell | 4.0K | $153.85 |
| 2025-05-14 | White Aaron M | Sell | 3.6K | $150.90 |
| 2025-05-09 | Comings Douglas N. | Sell | 2.4K | $135.91 |
| 2025-05-09 | Comings Douglas N. | Gift | 150 | — |
| 2025-05-08 | Katzman James C | Grant | 466 | — |
| 2025-05-08 | JOHNSON TIMOTHY A | Grant | 256 | — |
| 2025-05-08 | Hood Ramona | Grant | 279 | — |
| 2025-05-08 | GILES WILLIAM T | Grant | 498 | — |
| 2025-05-08 | EDELMAN HARRIET | Grant | 256 | — |
| 2025-05-08 | DePinto Joseph Michael | Grant | 759 | — |
| 2025-05-08 | Davis Cindy L | Grant | 256 | — |
| 2025-05-08 | Allen Frances L. | Grant | 256 | — |
| 2025-05-08 | Ranade Prashant | Grant | 256 | — |
| 2025-05-08 | Liberio Frank D | Grant | 256 | — |
| 2025-05-07 | Hood Ramona | Sell | 777 | $135.23 |
| 2025-02-21 | White Aaron M | Tax withheld | 30 | $148.89 |
| 2025-02-21 | Comings Douglas N. | Tax withheld | 30 | $148.89 |
| 2025-02-21 | Fuller Daniel S | Tax withheld | 30 | $148.89 |
| 2025-02-19 | Katzman James C | Gift | 2.7K | — |
| 2025-02-13 | Ranade Prashant | Grant | 218 | — |
| 2025-02-13 | Liberio Frank D | Grant | 218 | — |
| 2025-02-13 | Katzman James C | Grant | 397 | — |
| 2025-02-13 | Hood Ramona | Grant | 238 | — |
| 2025-02-13 | GILES WILLIAM T | Grant | 425 | — |
| 2025-02-13 | EDELMAN HARRIET | Grant | 218 | — |
| 2025-02-13 | Davis Cindy L | Grant | 218 | — |
| 2025-02-13 | Allen Frances L. | Grant | 218 | — |
| 2025-02-13 | DePinto Joseph Michael | Grant | 647 | — |
| 2025-02-13 | Ware Michaela M | Grant | 218 | — |
| 2025-02-13 | Comings Douglas N. | Sell | 13K | $159.57 |
| 2025-02-13 | Comings Douglas N. | Option exercise | 1.9K | $43.35 |
| 2025-02-13 | Comings Douglas N. | Option exercise | 7.2K | $38.51 |
| 2025-02-10 | Comings Douglas N. | Sell | 7.5K | $167.10 |
| 2025-02-07 | Ranade Prashant | Sell | 5.7K | $177.09 |
| 2025-02-06 | Comings Douglas N. | Sell | 7.5K | $187.90 |
| 2025-02-03 | Davis Cindy L | Sell | 5.8K | $187.86 |
| 2025-01-31 | Allen Frances L. | Sell | 400 | $185.53 |
| 2025-01-30 | Allen Frances L. | Sell | 1.6K | $180.18 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-17 | Other | filing ↗ |
| 2026-04-29 | ResultsExhibits | filing ↗ |
| 2026-03-02 | Exec/director changeExhibits | filing ↗ |
| 2026-01-28 | ResultsExhibits | filing ↗ |
| 2025-11-24 | Shareholder vote | filing ↗ |
| 2025-10-29 | ResultsExhibits | filing ↗ |
| 2025-08-13 | ResultsExec/director changeOtherExhibits | filing ↗ |
| 2025-05-20 | Exec/director change | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-17 | 2026-06-16 | 0000703351-26-000022 ↗ |
| 8-K | 2026-04-29 | 2026-04-29 | 0000703351-26-000013 ↗ |
| 10-Q | 2026-04-29 | 2026-03-25 | 0000703351-26-000015 ↗ |
| 8-K | 2026-03-02 | 2026-02-26 | 0000703351-26-000008 ↗ |
| 10-Q | 2026-01-28 | 2025-12-24 | 0000703351-26-000006 ↗ |
| 8-K | 2026-01-28 | 2026-01-28 | 0000703351-26-000004 ↗ |
| 8-K | 2025-11-24 | 2025-11-20 | 0000703351-25-000051 ↗ |
| 8-K | 2025-10-29 | 2025-10-29 | 0000703351-25-000044 ↗ |
| 10-Q | 2025-10-29 | 2025-09-24 | 0000703351-25-000046 ↗ |
| 10-K | 2025-08-15 | 2025-06-25 | 0000703351-25-000035 ↗ |
| 8-K | 2025-08-13 | 2025-08-07 | 0000703351-25-000032 ↗ |
| 8-K/A | 2025-05-20 | 2025-02-12 | 0000703351-25-000026 ↗ |