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Nathan's Famous
Nathan's Famous (NATH) investor relations material
Nathan's Famous Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Feb, 2026
Executive summary
Revenues for the quarter ended December 28, 2025, increased 9% year-over-year to $34.3M, but net income declined to $3.1M from $4.5M, with diluted EPS of $0.75 compared to $1.10.
For the nine-month period, revenues increased to $127.0M from $117.4M, while net income fell to $17.2M from $19.8M year-over-year.
The company entered into a definitive Merger Agreement with Smithfield Foods, Inc., under which shareholders will receive $102.00 per share in cash, valuing the company at $450M; it will become a wholly owned subsidiary and cease to be publicly traded.
Financial highlights
Adjusted EBITDA for the quarter was $6.0M, down from $7.5M; for the nine months, $27.8M versus $32.1M.
Earnings per diluted share for the quarter were $0.75, down from $1.10; for the nine months, $4.17 versus $4.84.
Income from operations for the quarter was $5.1M, down from $6.8M; for the nine months, $25.4M versus $30.1M.
Cash and cash equivalents at period end were $24.5M, with net working capital of $27.8M.
Gross profit margin declined to 10% from 15% due to higher commodity costs, especially beef and beef trimmings.
Outlook and guidance
Inflationary pressures on beef and labor are expected to persist, impacting margins for the remainder of fiscal 2026.
The merger with Smithfield Foods is expected to close in the first half of 2026, pending regulatory and shareholder approvals.
Management expects to fund operations, debt service, dividends, and potential share repurchases from operating cash flow.
The company projects continued volatility in commodity and labor costs, with the ability to offset some increases through pricing actions.
What are key conditions for merger closing?
How did beef costs impact Branded Product income?
What is the net change in franchised locations?
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Next Nathan's Famous earnings date
Q4 202610 Jun, 2026
Nathan's Famous
Next Nathan's Famous earnings date
Q4 202610 Jun, 2026
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Frequently asked questions
Nathan's Famous, Inc. is a company primarily engaged in the operation of quick-service restaurants and the franchising of its brand. It is best known for its hot dogs, which originated from its iconic Coney Island location in New York. The company operates through two main segments: Branded Product Program and Restaurant Operations. Through the Branded Product Program, Nathan's Famous sells packaged hot dogs and other food items in supermarkets, club stores, and mass merchandisers. The Restaurant Operations segment includes company-owned and franchised restaurants, as well as foodservice sales to various outlets. The company is headquartered in Jericho, New York, and its shares are listed on the NASDAQ.
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