Q1 26 EPS
$4.13
Q1 26 Revenue
$1.15B
MISS 0.99%
Est. $1.16B
vs S&P Since Q1 26
-8.7%
TRAILING MARKET
DPZ -8.0% vs S&P +0.8%
Market Reaction
Did DPZ Beat Earnings? Q1 2026 Results
Domino's Pizza delivered a mixed first quarter for fiscal 2026, falling short of Wall Street expectations on both the top and bottom lines as an investment-related headwind overshadowed solid operational progress. The pizza chain posted diluted EPS o… Read more Domino's Pizza delivered a mixed first quarter for fiscal 2026, falling short of Wall Street expectations on both the top and bottom lines as an investment-related headwind overshadowed solid operational progress. The pizza chain posted diluted EPS of $4.13, missing the consensus estimate of $4.27 by 3.32%, while revenue of $1.15 billion came in 0.99% below forecasts despite growing 3.5% year over year. The primary culprit behind the earnings shortfall was a $30.00 million unfavorable swing in unrealized losses on Domino's investment in DPC Dash Ltd, which swung the other income line to a $5.99 million loss from $24.03 million in income a year ago and weighed net income down 6.6% to $139.81 million. On the operational side, U.S. Same-store sales improved 0.9%, a meaningful turn from a 0.5% decline in the prior-year period, and income from operations climbed 9.6% to $230.36 million. Analysts have trimmed price targets on the stock in recent weeks, though several maintain positive ratings citing the company's scale advantages. CEO Russell Weiner expressed confidence that Domino's can continue gaining market share through 2026 despite an intensifying competitive and macroeconomic backdrop.
Key Takeaways
- • U.S. same store sales growth of 0.9% driven by positive order count and market share gains
- • Supply chain gross margin expanded 0.6 percentage points to 12.2% due to procurement productivity
- • Food basket pricing to stores increased 2.6% year-over-year
- • Higher order volumes contributed to supply chain revenue growth
- • Net store growth of 180 stores globally (19 U.S., 161 international)
- • $7.8 million pre-tax realized gain on sale of fully depreciated corporate aircraft
- • Lower weighted average diluted share count partially offset EPS decline
DPZ Forward Guidance & Outlook
CEO Russell Weiner expressed strong confidence that Domino's can continue to outperform competitors and take meaningful market share in 2026 and beyond, citing the company's scale advantage and best-in-class store level profitability as key differentiators in an intensifying macro and competitive environment.
DPZ YoY Financials
Q1 2026 vs Q1 2025, source: SEC Filings
DPZ Revenue by Segment
With YoY comparisons, source: SEC Filings
“Q1 2026 represented another quarter of positive order count and market share growth for Domino's in the U.S. In an intensifying macro and competitive environment, our scale advantage and best-in-class store level profitability uniquely position Domino's in the QSR Pizza category to sustain the value and innovation customers demand. My belief that we can continue to outperform our competition and take meaningful share in 2026 and beyond remains as strong as it has ever been. This is how we will deliver long-term value for our franchisees and shareholders.”
— Russell Weiner, Q1 2026 Earnings Press Release
DPZ Earnings Trends
DPZ vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
DPZ EPS Trend
Earnings per share: estimate vs actual
DPZ Revenue Trend
Quarterly revenue: estimate vs actual
DPZ Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 | — | $4.13 | — | $1.15B | -0.99% |
| Q4 25 MISS FY | $5.39 | $5.35 | -0.68% | $1.54B | +1.23% |
| FY Full Year | $17.60 | $17.57 | -0.16% | $4.94B | +0.38% |
| Q3 25 BEAT | $3.96 | $4.08 | +3.13% | $1.15B | +0.94% |
| Q2 25 MISS | $3.96 | $3.81 | -3.75% | $1.15B | +0.25% |
| Q1 25 BEAT | $4.07 | $4.33 | +6.29% | $1.11B | -1.09% |