Computed from published fixed rules, not a model's judgement — though one input, the count of high-severity risks, comes from the AI analysis below.
Not investment advice and not a price target: it scores the quarter's fundamentals, not the stock. Full methodology →
AI Takeaway
Domino's Pizza (DPZ) delivered solid FY2025 results with revenue growing 5.0% to $4.94B, operating income rising 8.5% to $954M, and operating cash flow surging 26.8% to $792M, while returning significant capital to shareholders through dividends and buybacks.
Revenue
$4.94B
+4.96% YoY
EPS (Diluted)
$17.57
+5.27% YoY
Gross Margin
40.0%
+0.7 pts YoY
Operating Income
$953.97M
+8.53% YoY
Source: SEC XBRL
Dominos Pizza (DPZ) reported FY2025 revenue of $4.94B, up 5.0% year over year. Operating margin was 19.3%, up 0.6 points from 18.7% a year earlier. Operating cash flow was $792.06M, up 26.8% year over year.
Last 4 quarters: 1 beat
| Quarter | Actual EPS (USD) | Consensus (USD) | Result |
|---|---|---|---|
| Jun 2026 | 4.07 | 4.21 | Miss -3.4% |
| Mar 2026 | 3.96 | 4.31 | Miss -8.1% |
| Dec 2025This filing | 5.35 | 5.43 | Miss -1.4% |
| Sep 2025 | 4.08 | 4.01 | Beat +1.7% |
Reported EPS of $5.35 versus the $5.43 analyst consensus — a -1.4% miss for Dec 2025.
Compiled by AI from this SEC filing
Total revenue increased 5.0% year-over-year to $4.94B in FY2025, up from $4.71B in FY2024, reflecting continued demand for Domino's products across its franchise and company-owned store network.
Source: 10-K Income Statement
Gross margin improved to 39.95% from 39.28%, and operating margin expanded to 19.31% from 18.68%, indicating that revenue growth outpaced cost increases and operational efficiency improved year-over-year.
Source: 10-K Income Statement & Key Ratios
Operating cash flow surged 26.8% to $792.1M in FY2025 from $624.9M in FY2024, demonstrating the company's robust ability to convert earnings into cash, which supports ongoing capital return programs.
Source: 10-K Cash Flow Statement
DPZ returned approximately $594.6M to shareholders in FY2025 through $236.9M in dividends (up 12.8% YoY) and $357.7M in share buybacks (up 8.5% YoY), reflecting management's confidence in the business model.
Source: 10-K Cash Flow Statement
Current liabilities fell 66.4% to $541.6M from $1.61B in the prior year, significantly improving the current ratio to 1.65x from below 1.0x, suggesting a major debt reclassification or repayment of near-term obligations.
Source: 10-K Balance Sheet
Compiled by AI from this SEC filing · 2 high, 3 medium, 0 low
DPZ carries a stockholders' equity deficit of -$3.90B, a structural feature of its leveraged recapitalization model. While this is intentional, it leaves the company with limited balance sheet cushion and makes it highly sensitive to earnings deterioration or rising interest rates.
Source: 10-K Balance Sheet
Total liabilities of $5.62B vastly exceed total assets of $1.72B, resulting in a deeply negative debt-to-equity ratio. This leverage amplifies both returns and risks, and any significant revenue shortfall could strain debt service capacity.
Source: 10-K Balance Sheet
Cash and equivalents fell 32.5% to $125.7M in FY2025 from $186.1M in FY2024, even as operating cash flow improved. The decline reflects heavy capital returns to shareholders, leaving less liquidity buffer for unexpected operational needs.
Source: 10-K Balance Sheet & Cash Flow Statement
As a predominantly franchise-based business, DPZ's revenue and profitability are heavily dependent on the financial health and operational performance of its franchisees. Franchisee distress, closures, or disputes could materially impact royalty and fee income.
Source: 10-K Income Statement
Cost of revenue increased 3.8% to $2.97B in FY2025, driven by food, labor, and supply chain costs. While margins expanded modestly, sustained inflationary pressures on ingredients or labor could compress future profitability.
Source: 10-K Income Statement
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Revenue $B | 4.94 $B | 4.71 $B | +4.96% |
Cost of Revenue $B | 2.97 $B | 2.86 $B | +3.80% |
Gross Profit $B | 1.97 $B | 1.85 $B | +6.77% |
Operating Income $M | 953.97 $M | 879.00 $M | +8.53% |
Net Income $M | 601.70 $M | 584.17 $M | +3.00% |
EPS (Basic) $ | 17.69 $ | 16.83 $ | +5.11% |
EPS (Diluted) $ | 17.57 $ | 16.69 $ | +5.27% |
Answers draw on this SEC filing and the data on this page
Domino's Pizza reported Q2 FY2026 revenue of $1,194.4M (+4.3% YoY) and net income of $135.8M (+3.6% YoY), driven by global net store growth of 209 stores and higher supply chain revenues, though U.S. and international same store sales growth remained soft at +0.1% and -0.1%, respectively, and the company continues to operate with a stockholders' deficit of -$3,982.4M.
Domino's Pizza delivered solid Q1 2026 revenue growth of 3.5% to $1.15B and strong operating income expansion of 9.6%, though net income declined 6.6% to $139.8M, likely due to higher interest or tax costs below the operating line.
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