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BAB (BABB) earnings and revenue breakdown
Latest: Q3 FY26 · 10-Q filed Oct 13, 2026 · BAB (BABB) Q3 FY26 earnings results →
Q3 FY26 Revenue up 18% year over year to $908K · 25¢ of every $1 of revenue kept as net profit · operating margin 33.2%
BAB made $908K in Q3 FY26 (+18% Y/Y): Royalty $531K, Marketing Fund $302K, Licensing Fees and Other Income $72K. Operating margin 33.2%, net earnings $227K. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 13, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $908K in Q3 FY26, up 18% year over year and up 13% from the previous quarter. Royalty was the largest line at 58% of revenue. Marketing Fund added $115K year over year (up 61%), 82% of the total change. Franchise declined 3%.
Operating profit was $301K, a 33.2% margin (up 4.7 points year over year). Of the extra revenue versus Q3 FY25, 59% reached operating profit, above the 28% margin then. Total costs grew 10% against revenue growth of 18%. The fastest-growing cost line was Sales & marketing (+15%). Net earnings were $227K, up 36% year over year. The effective tax rate was 27.7%.
Operating cash flow was $267K (up 57% year over year), 118% of net earnings. Non-cash charges added back $0K of depreciation and amortization. Working capital and other items added $40K.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 FY26 | 10-Q | Oct 13, 2026 | $908K | +18% | 33.2% | $227K | $267K |
| Q2 FY26 | 10-Q | Jul 13, 2026 | $804K | -0.6% | 30.8% | $187K | $282K |
| Q1 FY26 | 10-Q | Apr 13, 2026 | $724K | -4% | 21.1% | $119K | $182K |
| Q4 FY25 | 10-K | Feb 24, 2026 | $1.1M | +16% | 14.0% | $121K | −$41K |
| Q3 FY25 | 10-Q | Oct 10, 2025 | $769K | -12% | 28.5% | $168K | $170K |
| Q2 FY25 | 10-Q | Jul 14, 2025 | $808K | -8% | 24.8% | $154K | $181K |
| Q1 FY25 | 10-Q | Apr 11, 2025 | $757K | -9% | 19.4% | $116K | $105K |
Charts
Interactive views
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💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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Customers and suppliers named in filings
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About BAB
BAB, Inc. (“the Company”) has three wholly owned subsidiaries: BAB Systems, Inc. (“Systems”), BAB Operations, Inc. (“Operations”) and BAB Investments, Inc. (“Investments”). Systems was incorporated on December 2, 1992, and was primarily established to franchise Big Apple Bagels® (“BAB”) specialty bagel retail stores. My Favorite Muffin (“MFM”) was acquired in 1997 and is included as a part of Systems. Brewster’s (“Brewster’s”) was established in 1996 and the coffee is sold in BAB and MFM locations. SweetDuet® (“SD”) frozen yogurt can be added as an additional brand in a BAB or MFM location. Operations was formed in 1995, primarily to operate Company-owned stores of which there are currently none. The assets of Jacobs Bros. Bagels (“Jacobs Bros.”) were acquired in 1999, and any branded wholesale business uses this trademark.
In its own words, from its 10-K, filed Feb 24, 2026.
BAB against its Retail-Eating Places peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +18% against the peers' median +8%. Operating margin: 33.2% against the peers' median 13.7%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| BABB BAB | Q3 FY26 | $908K | +18% | 33.2% |
| MCD McDonald's | Q3 2026 | $7.2B | +1% | 50.2% |
| ARMK Aramark | Q3 FY26 | $5.1B | +9% | 4.3% |
| YUMC Yum China Holdings | Q3 2026 | $3.5B | +8% | 13.0% |
| CMG Chipotle Mexican Grill | Q3 2026 | $3.3B | +10% | 13.7% |
| DRI Darden Restaurants | Q1 FY27 | $3.2B | +5% | 10.0% |
| QSR Restaurant Brands International | Q3 2026 | $2.5B | +3% | 27.6% |
| YUM Yum Brands | Q3 2026 | $2.1B | +4% | 112.8% |
| TXRH Texas Roadhouse | Q3 2026 | $1.6B | +10% | 6.5% |
Source: BAB 10-Q on SEC EDGAR · CIK 1123596 · Retail-Eating Places
More on BABB
History
Every quarter: Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results · Q3 FY25 results · Q2 FY25 results · Q1 FY25 results