DPZ Q2 earnings — Revenue +104204% YoY · EPS +7% YoY · EBIT -100% YoY达美乐比萨 (DPZ) Q2 财报 — 营收 +104204% YoY · EPS +7% YoY · EBIT -100% YoY
Core Earnings Data
Domino's Pizza, Inc. (DPZ) filed SEC Form 8-K Item 2.02 at 06:05:16 on July 20, 2026, to release Q2 2026 financial results (ending June 14, 2026): quarterly revenue was $1,194,427,000,000, beating consensus estimates of $1,178,770,000,000, up 104,203.7% year-over-year from $1,145,144,000 in the year-ago quarter; diluted EPS was $4.07, missing consensus estimates of $4.17, up 6.8% YoY; and EBIT was $0, down 100% YoY from $213,000,000 in Q2 2025.
Operating Leverage Analysis
The quarter's YoY revenue growth far outpaced EBIT performance, indicating a sharp margin compression. In the year-ago quarter, EBIT represented ~18.6% of total revenue, while this quarter's EBIT hit $0, dropping the margin from double-digit levels to zero.
Forward Guidance
No forward-looking earnings guidance was disclosed in the Form 8-K filing, so future operating expectations will require follow-up official disclosures.
Cross-Referenced Signals
Consistent with recent insider transaction data: on July 10, 2026, Kelly E Garcia, EVP and Chief Tech & Data Officer, completed two exempt stock award grants (487 shares each, total $66,665) and one stock sale (487 shares at $297.01 per share, total $144,644). On the same day, Maureen Pittenger, EVP and Chief HR Officer, received 229 shares via in-kind compensation at $302.35 per share, totaling $69,238. As of December 31, 2025, 825 institutional holders held DPZ shares, an increase of 15 from the prior quarter, with total holdings valued at $14.0 billion, representing 99.2% of the float. Of these holders, 112 established new positions, 388 increased existing positions, 284 reduced positions, and 99 closed all positions.
Key Undisclosed Details
The Form 8-K did not include segment-level revenue breakdowns for the company's three operating segments (U.S. Stores, International Franchise, Supply Chain); these details will be available in the concurrently filed Form 10-Q. The filing also did not include core balance sheet metrics such as current ratio or inventory turnover, nor specific store count changes for the quarter.
Follow-up Markers
Investors should monitor the Form 10-Q filing for segment-level financial data and balance sheet details, as well as any subsequent official disclosures of forward-looking guidance.
核心财报数据
达美乐披萨（DPZ）于2026年7月20日06:05:16提交SEC 8-K表格第2.02项，正式公布2026年第二季度（截至2026年6月14日）财务业绩：当期营收为1194427000000美元，较去年同期的1145144000美元增长104203.7%；摊薄每股收益（EPS）为4.07美元，低于市场预期的4.17美元，同比增长6.8%；息税前利润（EBIT）为0美元，同比下降100%，去年同期EBIT为213000000美元。
运营杠杆分析
本季度营收同比增幅远超EBIT表现，显示利润率出现大幅压缩。去年同期EBIT占营收比例约为18.6%，本季度EBIT归零，利润率从两位数水平直接降至0%，压缩幅度显著。
前瞻性指引
本次8-K文件未披露任何前瞻性业绩指引，相关未来经营预期需等待后续官方文件补充。
交叉参考信号
结合近期内幕交易与机构持仓数据：2026年7月10日，公司执行副总裁兼首席技术与数据官Kelly E Garcia完成两笔免申报股票奖励（各487股，总价值66665美元）及一笔股票出售（487股，成交价297.01美元，总价值144644美元）；同日，执行副总裁兼首席人力资源官Maureen Pittenger以实物奖励方式获得229股股票，成交价302.35美元，总价值69238美元。截至2025年12月31日，共有825家机构持有DPZ股份，较上一季度增加15家，总持仓规模达140亿美元，浮股持仓占比99.2%，其中112家新建持仓、388家增持持仓。
未披露的关键细节
本次财报未披露三大业务板块（美国门店、国际特许经营、供应链）的细分营收数据，相关细节需等待同日提交的10-Q表格；未披露当季资产负债表核心指标如流动比率、存货周转情况；也未提供门店网络扩张或关闭的具体数量。
后续关注
需等待10-Q表格披露的细分业务数据、资产负债表细节，以及后续是否有官方补充的业绩指引。
This analysis was generated by InvestLog AI based on SEC filings, Form 4 insider transactions, Form 144 planned-sale notices, 13F institutional holdings, analyst ratings, and market data. It is for informational purposes only and does not constitute investment advice.这篇研究由 InvestLog AI 基于 SEC 披露、Form 4 内部人交易、Form 144 计划减持、13F 机构持仓、分析师评级和市场数据生成。内容仅供参考，不构成投资建议。