Q4 25 EPS
$5.35
MISS 0.68%
Est. $5.39
Q4 25 Revenue
$1.54B
BEAT +1.23%
Est. $1.52B
vs S&P Since Q4 25
-19.9%
TRAILING MARKET
DPZ -14.3% vs S&P +5.6%
Full Year 2025 Results
FY 25 EPS
$17.57
MISS 0.16%
Est. $17.60
FY 25 Revenue
$4.94B
BEAT +0.38%
Est. $4.92B
Market Reaction
Did DPZ Beat Earnings? Q4 2025 Results
Domino's Pizza closed out fiscal 2025 on a mixed but broadly encouraging note, posting Q4 revenue of $1.54 billion, ahead of the $1.52 billion consensus by 1.23% and up 6.4% year over year, while diluted EPS of $5.35 fell just short of the $5.39 esti… Read more Domino's Pizza closed out fiscal 2025 on a mixed but broadly encouraging note, posting Q4 revenue of $1.54 billion, ahead of the $1.52 billion consensus by 1.23% and up 6.4% year over year, while diluted EPS of $5.35 fell just short of the $5.39 estimate by 0.68%. The quarter's top-line strength was driven primarily by higher supply chain revenues, reflecting both volume growth and a 1.7% food basket pricing increase, alongside rising U.S. Franchise advertising and royalty income, all underpinned by U.S. Same-store sales growth of 3.7%, a sharp acceleration from just 0.4% in the prior-year period. A notable drag on the bottom line came from U.S. Company-owned store margins, which contracted 5.4 percentage points on higher insurance costs, labor rate increases, and food basket inflation. Full-year free cash flow surged 31.2% to $671.50 million, and the board rewarded shareholders with a 15% dividend increase. With Berkshire Hathaway recently raising its stake and CEO Russell Weiner targeting meaningful U.S. Market share gains in 2026, sentiment around the franchise model remains constructive heading into the new year.
Key Takeaways
- • U.S. same store sales growth of 3.7% in Q4, accelerating from 0.4% in Q4 2024
- • Higher supply chain revenues driven by volume growth and 1.7% food basket pricing increase
- • International same store sales growth for 32nd consecutive year
- • Lower effective tax rate of 21.2% vs 23.3% in prior year Q4
- • Share repurchases reducing weighted average diluted share count
- • Global net store growth of 392 in Q4 and 776 for fiscal 2025
DPZ YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
DPZ Revenue by Segment
With YoY comparisons, source: SEC Filings
“In 2025 we demonstrated that when we execute our Hungry for MORE strategy it delivers MORE sales, MORE stores, and MORE profits. In our international business, we delivered a remarkable 32nd consecutive year of same store sales growth. In our U.S. business, we gained another point of market share, pacing well ahead of the QSR Pizza category, which grew again in 2025.”
— Russell Weiner, Q4 2025 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% |