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

Revenue · Q3 2025
$0.8M
EX-99 · Oct 14, 2025
EPS · Q3 2025
$4.08
-2.6% vs year ago computed from stated figures
EX-99 · Oct 14, 2025
Gross margin · Q3 2025
16.3%
EX-99 · Oct 14, 2025
Capex · Q3 2025
$56.7M
-19.9% vs year ago computed from stated figures
EX-99 · Oct 14, 2025

The quarter in charts

Diluted EPS — GAAP

Per diluted share, as stated

01.673.335$4.19Same quarter last year$4.08Q3 2025 (quarter)

EX-99 · Oct 14, 2025 EPS values as stated in the release.

Headline figures

MetricQ3 2025Prior qtrYear ago
Revenue$0.8 million——
Gross margin16.3%——
EPS$4.08—$4.19
Capex$56.7 million—$70.8 million
Total revenue100.0 %——

EX-99 · Oct 14, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin16.3%

Cash flow & capex

Capex$56.7M

Capital allocation

Gross margin16.3%
Capex$56.7M
Dividend$1.74

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.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

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

Documents

Filings

25 documents

Earnings releases

9 documents

Presentations

0 documents

No presentations for Domino's are held in this edition of the library.

Transcripts

0 documents

No transcripts for Domino's are held in this edition of the library.

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