Dine Brands Global, Inc. (DIN) Earnings
Dine Brands Global, Inc. is expected to report next earnings on August 5, 2026 (in NaN days), with a consensus EPS estimate of $1.27. DIN has beaten EPS estimates in 9 of its last 12 reported quarters (average surprise -5.8% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 6, 2026 | $1.00 | $0.88 | -12.0% | $225M | +1.4% |
| Feb 25, 2026 | $1.08 | $1.46 | +35.2% | $218M | -3.8% |
| Nov 5, 2025 | $0.82 | $0.73 | -11.0% | $216M | -4.5% |
| Mar 5, 2025 | $1.35 | $0.87 | -35.6% | $205M | -0.5% |
| Feb 28, 2024 | $1.12 | $1.40 | +25.0% | $206M | +0.1% |
| Nov 1, 2023 | $1.31 | $1.46 | +11.5% | $203M | -2.1% |
| Aug 3, 2023 | $1.53 | $1.82 | +19.0% | $208M | -0.7% |
| May 3, 2023 | $1.71 | $1.97 | +15.2% | $214M | +3.4% |
| Mar 1, 2023 | $1.21 | $1.34 | +10.7% | $208M | -2.5% |
| Nov 2, 2022 | $1.30 | $1.66 | +27.7% | $233M | +1.6% |
| May 4, 2022 | $1.44 | $1.54 | +6.9% | $230M | +0.1% |
| Mar 2, 2022 | $1.27 | $1.32 | +3.9% | $230M | -3.0% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 6, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
- Q1 had 475 closure days due to remodels and program conversions, with fewer closures expected later. - Will continue to acquire restaurants to strengthen the system, test initiatives. - Applebee's had about 26% of tickets with value items, IHOP Q1 value mix at 22%. - IHOP California Heritage remodel in early stage, Applebee's remodel expected to reach 40% of portfolio by end of year.
Guidance
- Fewer closure days for rest of year baked into guidance. - Goal not to get to 5% company-owned portfolio, but comfortable with 5% for asset light benefits. - Maintaining net development targets despite closures.
Segment performance
Discussed segment performance related to restaurant closures, value mix at Applebee's and IHOP, and plans for acquisitions and remodels.
Risks & headwinds
Consumer environment could impact franchisee health and business performance.
Analyst Q&A
Q: Dennis Geiger from UBS asked about focus on quality and price points, value mix at Applebee's and IHOP.
A: John and Lawrence addressed value mix at both brands, Applebee's about 26% of tickets had value items, IHOP Q1 value mix at 22% and discussed future plans.
Q: Brian Moen from Piper Sandler asked about IHOP California heritage remodel.
A: Lawrence talked about early stage of remodel, working with franchisees on incentive program.
Q: Todd Brooks from Benchmark Stone asked about franchisee health and corporate owned base.
A: John and Vance discussed NRP situation, benefits of owning restaurants for testing, and franchisee health with steady margins.
Q: Brian Vaccaro from Raymond James asked about consumer dynamics, average check and traffic trends, closures.
A: John talked about consumer behavior, Vance discussed average check and traffic trends, and closure situation.