Inferra AI / Company / DPZ
Domino's
DPZ · Consumer Discretionary
Last earnings Oct 13, 2026
Key results
Revenuequarter
$0.8 million
and 185 net store openings internationally Income from operations increased 12.2%; excluding the $0.8 million positive impact of foreign currency exchange rates on international franchise royalty revenues, income from operations increased 11.8% ANN ARBOR, Michigan, October 14, 2025: Domino’s Pizza, Inc.
SEC original ↗Domino's — Earnings release (8-K exhibit)EX-99Oct 14, 2025
Gross marginquarter
16.3%
Company-owned store gross margin 16.3% 16.8% (0.5) pp 16.0% 17.3% (1.3) pp Supply chain gross margin 11.3% 10.6% + 0.7 pp 11.6% 11.0% + 0.6 pp Income from operations $223.2 $198.8 + 12.2% $658.3 $605.3 + 8.7% Net income $139.3 $146.9 (5.2)% $420.1 $414.7 + 1.3% Diluted earnings per share $4.08 $4.19 (2.6)% $12.22 $11.80 + 3.6% Leverage ratio 4.5x 4.9x (0.4)x Net cash provided by operating activities $552.3 $446.9 + 23.6% Capital expenditures (56.7) (70.8) (19.9)% Free cash flow $495.6 $376.1 + 31.8% • Revenues increased $66.9 million, or 6.2%, in the third quarter of 2025 as compared to the third quarter of 2024, primarily due to higher supply chain revenues and higher U.
SEC original ↗Domino's — Earnings release (8-K exhibit)EX-99Oct 14, 2025
Company-owned store gross margin decreased 0.5 percentage points in the third quarter of 2025 as compared to the third quarter of 2024, primarily due to the increase in the Company’s food basket pricing to stores, as well as higher wage rates, and was partially offset by higher sales leverage.
SEC original ↗Domino's — Earnings release (8-K exhibit)EX-99Oct 14, 2025
• Supply chain gross margin increased 0.7 percentage points in the third quarter of 2025 as compared to the third quarter of 2024, primarily due to procurement productivity, partially offset by the increase in the cost of the Company’s food basket.
SEC original ↗Domino's — Earnings release (8-K exhibit)EX-99Oct 14, 2025
Excluding the positive impact of foreign currency exchange rates on international franchise royalty revenues of $0.8 million, income from operations increased $23.5 million, or 11.8%, in the third quarter of 2025 as compared to the third quarter of 2024.
SEC original ↗Domino's — Earnings release (8-K exhibit)EX-99Oct 14, 2025
EPSquarter
$4.08
• Diluted EPS was $4.08 in the third quarter of 2025 as compared to $4.19 in the third quarter of 2024, representing an $0.11, or 2.6%, decrease.
SEC original ↗Domino's — Earnings release (8-K exhibit)EX-99Oct 14, 2025
Capexquarter
$56.7 million
The Company spent $56.7 million on capital expenditures in the three fiscal quarters of 2025 as compared to $70.8 million in the three fiscal quarters of 2024, resulting in free cash flow of $495.6 million in the three fiscal quarters of 2025 as compared to $376.1 million in the three fiscal quarters of 2024.
SEC original ↗Domino's — Earnings release (8-K exhibit)EX-99Oct 14, 2025
Total revenuequarter
100.0 %
franchise advertising 131,642 120,925 Total revenues 1,147,054 100.0 % 1,080,119 100.0 % Cost of sales: U.
SEC original ↗Domino's — Earnings release (8-K exhibit)EX-99Oct 14, 2025
AI analysis
Q3 2025 · reported Oct 14, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
The quarter in charts
Diluted EPS — GAAP
Per diluted share, as stated
EX-99 · Oct 14, 2025 EPS values as stated in the release.
Headline figures
| Metric | Q3 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $0.8 million | — | — |
| Gross margin | 16.3% | — | — |
| EPS | $4.08 | — | $4.19 |
| Capex | $56.7 million | — | $70.8 million |
| Total revenue | 100.0 % | — | — |
Guidance · company-stated
No guidance located in the held release
Margin
Cash flow & capex
Capital allocation
Company-owned store gross margin 16.3% 16.8% (0.5) pp 16.0% 17.3% (1.3) pp Supply chain gross margin 11.3% 10.6% + 0.7 pp 11.6% 11.0% + 0.6 pp Income from operations $223.2 $198.8 + 12.2% $658.3 $605.3 + 8.7% Net income $139.3 $146.9 (5.2)% $420.1 $414.7 + 1.3% Diluted earnings per share $4.08 $4.19 (2.6)% $12.22 $11.80 + 3.6% Leverage ratio 4.5x 4.9x (0.4)x Net cash provided by operating activities $552.3 $446.9 + 23.6% Capital expenditures (56.7) (70.8) (19.9)% Free cash flow $495.6 $376.1 + 31.8% • Revenues increased $66.9 million, or 6.2%, in the third quarter of 2025 as compared to the third quarter of 2024, primarily due to higher supply chain revenues and higher U.
Event summary
(Nasdaq: DPZ), the largest pizza company in the world, announced results for the third quarter of 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
Company-owned store gross margin 16.3% 16.8% (0.5) pp 16.0% 17.3% (1.3) pp Supply chain gross margin 11.3% 10.6% + 0.7 pp 11.6% 11.0% + 0.6 pp Income from operations $223.2 $198.8 + 12.2% $658.3 $605.3 + 8.7% Net income $139.3 $146.9 (5.2)% $420.1 $414.7 + 1.3% Diluted earnings per share $4.08 $4.19 (2.6)% $12.22 $11.80 + 3.6% Leverage ratio 4.5x 4.9x (0.4)x Net cash provided by operating activities $552.3 $446.9 + 23.6% Capital expenditures (56.7) (70.8) (19.9)% Free cash flow $495.6 $376.1 + 31.8% • Revenues increased $66.9 million, or 6.2%, in the third quarter of 2025 as compared to the third quarter of 2024, primarily due to higher supply chain revenues and higher U.
SEC original ↗Domino's — Earnings release (8-K exhibit)EX-99Oct 14, 2025
The decrease in diluted EPS in the third quarter of 2025 as compared to the third quarter of 2024 was driven by lower net income, partially offset by a lower weighted average diluted share count resulting from the Company’s share repurchases during the trailing four quarters.
SEC original ↗Domino's — Earnings release (8-K exhibit)EX-99Oct 14, 2025
The Company spent $56.7 million on capital expenditures in the three fiscal quarters of 2025 as compared to $70.8 million in the three fiscal quarters of 2024, resulting in free cash flow of $495.6 million in the three fiscal quarters of 2025 as compared to $376.1 million in the three fiscal quarters of 2024.
SEC original ↗Domino's — Earnings release (8-K exhibit)EX-99Oct 14, 2025
The increase in free cash flow was a result of the positive impact of changes in operating assets and liabilities, higher net income excluding non-cash operating activities, the timing and amount of advertising activities, as well as lower investments in capital expenditures.
SEC original ↗Domino's — Earnings release (8-K exhibit)EX-99Oct 14, 2025
Quarterly Dividend Subsequent to the end of the third quarter of 2025, on October 7, 2025, the Company’s Board of Directors declared a $1.74 per share quarterly dividend on its outstanding common stock for shareholders of record as of December 15, 2025, to be paid on December 26, 2025.
SEC original ↗Domino's — Earnings release (8-K exhibit)EX-99Oct 14, 2025
Share Repurchases During the third quarter of 2025, the Company repurchased and retired 165,778 shares of common stock for a total of $74.7 million.
SEC original ↗Domino's — Earnings release (8-K exhibit)EX-99Oct 14, 2025
Strategy & priorities
“I am incredibly proud of how our team and franchise system is bringing our Hungry for MORE strategy to life and delivering best in class results,” said Russell Weiner, Domino’s Chief Executive Officer.
SEC original ↗Domino's — Earnings release (8-K exhibit)EX-99Oct 14, 2025
Seeing our strategy being executed at such a high level gives me the confidence that we will continue to win and take QSR pizza market share around the world in 2025 and beyond.
SEC original ↗Domino's — Earnings release (8-K exhibit)EX-99Oct 14, 2025
You can identify forward-looking statements by the use of words such as “anticipates,” “believes,” “could,” “should,” “estimates,” “expects,” “intends,” “may,” “will,” “plans,” “predicts,” “projects,” “seeks,” “approximately,” “potential,” “outlook” and similar terms and phrases that concern our strategy, plans or intentions, including references to assumptions.
SEC original ↗Domino's — Earnings release (8-K exhibit)EX-99Oct 14, 2025
These forward-looking statements address various matters including information concerning future results of operations and business strategy, our anticipated profitability, estimates in same store sales growth, store growth and the growth of our U.
SEC original ↗Domino's — Earnings release (8-K exhibit)EX-99Oct 14, 2025
We are a highly recognized global brand, and we focus on value while serving neighborhoods locally through our large worldwide network of franchise owners and U.
SEC original ↗Domino's — 10-Q Quarterly report10-QOct 13, 2026
Risks & headwinds
While we believe these expectations and projections are based on reasonable assumptions, such forward-looking statements are inherently subject to risks, uncertainties and assumptions.
SEC original ↗Domino's — Earnings release (8-K exhibit)EX-99Oct 14, 2025
In light of these risks, uncertainties and assumptions, the forward-looking events discussed in this press release might not occur.
SEC original ↗Domino's — Earnings release (8-K exhibit)EX-99Oct 14, 2025
All forward-looking statements speak only as of the date of this press release and should be evaluated with an understanding of their inherent uncertainty.
SEC original ↗Domino's — Earnings release (8-K exhibit)EX-99Oct 14, 2025
Legal Proceedings 32 Item 1A.
SEC original ↗Domino's — 10-Q Quarterly report10-QOct 13, 2026
Competitors
Competitors & peers
Named in the company’s own filings
Filings
25 documents- Q3 2026
- 10-QDPZ
Oct 13, 2026
- 8-KDPZ
Oct 13, 2026
- 8-KDPZ
Oct 8, 2026
- Q2 2026
- 10-QDPZ
Jul 20, 2026
- 8-KDPZ
Jul 20, 2026
- 8-KDPZ
Jul 14, 2026
- Q1 2026
- 8-KDPZ
Jun 22, 2026
- 8-KDPZ
Apr 27, 2026
- 10-QDPZ
Apr 27, 2026
- 8-KDPZ
Apr 27, 2026
- 8-KDPZ
Apr 24, 2026
- Q4 2025
- 10-KDPZ
Feb 23, 2026
- 8-KDPZ
Feb 23, 2026
- 8-KDPZ
Feb 20, 2026
- Q3 2025
- 8-KDPZ
Nov 25, 2025
- 10-QDPZ
Oct 14, 2025
- 8-KDPZ
Oct 14, 2025
- Q2 2025
- 8-KDPZ
Sep 8, 2025
- 8-KDPZ
Aug 13, 2025
- 8-KDPZ
Aug 6, 2025
- 10-QDPZ
Jul 21, 2025
- 8-KDPZ
Jul 21, 2025
- Q1 2025
- 8-KDPZ
Jun 30, 2025
- 10-QDPZ
Apr 28, 2025
- 8-KDPZ
Apr 28, 2025
Earnings releases
9 documentsPresentations
0 documentsNo presentations for Domino's are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Domino's are held in this edition of the library.
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