BJ's Restaurants, Inc. (BJRI)

BJ’s Restaurants beat expectations on both the top and bottom line in the second fiscal quarter of 2026, reported July 30, 2026, with adjusted EPS of $0.94 topping the $0.90 estimate (+5%) and revenue of $388.9 million topping the $377.1 million estimate (+3.1%). Revenue rose ~6% year over year to roughly $388.9 million (up from about $365.6 million a year ago), reflecting growth across its U.S. casual dining restaurant base. Profitability metrics showed a gross margin of roughly 17% and an operating margin of about 5%, alongside gross profit of around $66.8 million and operating income of about $19.5 million. Net income fell ~15% year over year to roughly $18.8 million (down from about $22.2 million a year ago), while adjusted EPS declined ~3% from $0.97 a year ago. The company generated about $31.1 million in operating cash flow and repurchased roughly $2.4 million of stock during the quarter. For the next period, consensus calls for EPS of $0.17 on revenue of $345.1 million.