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BJs Restaurants (BJRI) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Nov 6, 2026 · BJs Restaurants (BJRI) Q3 2026 earnings results →

Q3 2026 Revenue up 9% year over year to $359M · 1¢ of every $1 of revenue kept as net profit · operating margin 1.5%

BJs Restaurants made $359M in Q3 2026 (+9% Y/Y). Operating margin 1.5%, net earnings $5.3M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 6, 2026.

Revenue$359M
Year over year+9%
Operating margin1.5%
Net earnings$5.3M
Operating cash flow$41.7M

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 $358.6M in Q3 2026, up 9% year over year and down 8% from the previous quarter.

Operating profit was $5.2M, a 1.5% margin (up 1.8 points year over year). Total costs grew 7% against revenue growth of 9%. Net earnings were $5.3M, up 1043% year over year. The effective tax rate was -13.9%.

Operating cash flow was $41.7M (up 67% year over year), 785% of net earnings. Non-cash charges added back $21.1M of depreciation and amortization and $2.2M of share-based compensation. Working capital and other items added $13.1M. Capital expenditures of $19.6M left free cash flow of $22.2M.

Quarterly history

BJs Restaurants revenue by quarterBJs Restaurants revenue by quarter$348MQ1 2025$366MQ2 2025$330MQ3 2025$355MQ4 2025$358MQ1 2026$389MQ2 2026$359MQ3 2026
BJs Restaurants net earnings by quarterBJs Restaurants net earnings by quarter$13.5MQ1 2025$22.2MQ2 2025$465KQ3 2025$12.6MQ4 2025$9.0MQ1 2026$18.8MQ2 2026$5.3MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QNov 6, 2026$359M+9%1.5%$5.3M$41.7M
Q2 202610-QJul 31, 2026$389M+6%4.7%$18.8M$31.1M
Q1 202610-QMay 6, 2026$358M+3%3.0%$9.0M$43.0M
Q4 202510-KMar 2, 2026$355M+3%3.1%$12.6M$18.6M
Q3 202510-QNov 5, 2025$330M+1%-0.3%$465K$25.1M
Q2 202510-QAug 8, 2025$366M+4%5.8%$22.2M$62.3M
Q1 202510-QMay 5, 2025$348M+3%4.3%$13.5M$4.6M

Charts

BJs Restaurants: revenue growth, year over year and quarter over quarterBJs Restaurants: revenue growth, year over year and quarter over quarterY/YQ/Q+3%Q1 2025+4%+5%Q2 2025+1%-10%Q3 2025+3%+8%Q4 2025+3%+1%Q1 2026+6%+9%Q2 2026+9%-8%Q3 2026
Latest (Q3 2026): Y/Y +9%, Q/Q -8%.
BJs Restaurants: where the cash came from (+) and went (−), TTM to Q3 2026BJs Restaurants: where the cash came from (+) and went (−), TTM to Q3 2026Operating cash flow$134MNet borrowing (+) / repaid (−)−$73.5MCapital spending−$69.8MBuybacks−$14.1MShares issued$13.6MCash drawn (+) / kept (−)$12.5MOther investing−$2.2MTaxes on employees’ shares−$841KAsset & business sales$63K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
BJs Restaurants: profit against cash, quarter by quarterBJs Restaurants: profit against cash, quarter by quarterNet incomeOperating cash flow−$5.3M$31.6MQ4 2024$13.5M$4.6MQ1 2025$22.2M$62.3MQ2 2025$465K$25.1MQ3 2025$12.6M$18.6MQ4 2025$9.0M$43.0MQ1 2026$18.8M$31.1MQ2 2026$5.3M$41.7MQ3 2026
Latest (Q3 2026): Net income $5.3M, Operating cash flow $41.7M.
BJs Restaurants: diluted shares by fiscal yearBJs Restaurants: diluted shares by fiscal year21MFY202023MFY202124MFY202224MFY202324MFY202423MFY2025
+6.9% since FY2020: more shares outstanding (issuance, stock pay).
BJs Restaurants in its industry: growth against margin (41 companies, SIC 5812)BJs Restaurants in its industry: growth against margin (41 companies, SIC 5812)revenue growth, year over year →↑ operating marginmedian +4%median 6%MCDARMKYUMCCMGDRIQSRQSPYUMTXRHEATCAKEBLMNCBRLPLAYPZZACAVAFWRGRRGBJACKDINJMKEPTLOWINGSTKSSGNDLSLOCOBH-AKRUSRICKBDLGENKNATHARKRGTIMLVOREBNNROMBTBDBABBBJRI (+9%, 2%)
Retail-Eating Places; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵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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BJs Restaurants against its Retail-Eating Places peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +9% against the peers' median +8%. Operating margin: 1.5% against the peers' median 13.0%.

CompanyQuarterRevenueY/YOp. margin
BJRI BJs RestaurantsQ3 2026$359M+9%1.5%
MCD McDonald'sQ3 2026$7.2B+1%50.2%
ARMK AramarkQ3 FY26$5.1B+9%4.3%
YUMC Yum China HoldingsQ3 2026$3.5B+8%13.0%
CMG Chipotle Mexican GrillQ3 2026$3.3B+10%13.7%
DRI Darden RestaurantsQ1 FY27$3.2B+5%10.0%
QSR Restaurant Brands InternationalQ3 2026$2.5B+3%27.6%
YUM Yum BrandsQ3 2026$2.1B+4%112.8%
TXRH Texas RoadhouseQ3 2026$1.6B+10%6.5%

Source: BJs Restaurants 10-Q on SEC EDGAR · CIK 1013488 · Retail-Eating Places

Guidance and outlook

BJs Restaurants: what its forward-looking statements are about (10-Q filed 2026-11-06)BJs Restaurants: what its forward-looking statements are about (10-Q filed 2026-11-06)Other3Products1Demand1Supply chain1The economy1Capital spending1
8 statements; tone +0.12 (−1 all cautious, +1 all confident); 3 hedged.
BJs Restaurants: outlook statements against the filing beforeBJs Restaurants: outlook statements against the filing beforeConfident1

13F: who owns BJRI and who is buying

Largest holders of BJRI (13F)Largest holders of BJRI (13F)BlackRock$200MVanguard Group$121MVanguard Portfolio Management LLC$111MDimensional Fund Advisors LP$67.0MAmerican Century Companies$62.6MVanguard Capital Management LLC$54.2MState Street$48.5MArrowstreet Capital, Limited Part…$46.1MNeuberger Berman Group LLC$39.6MGeode Capital Management, LLC$32.0M
Funds' net buying of BJRI by quarter (13F)Funds' net buying of BJRI by quarter (13F)−$6.6M2024-09$5.2M2024-12$2.3M2025-03$1.0M2025-06$85.7M2025-09−$106M2025-12−$40.0M2026-03$44.4M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on BJRI

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results

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