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    Why Brinker International (EAT) Is Up 6.4% After Raising 2027 Revenue Guidance And Buyback Authorization

    Simply Wall St·08/19/2026 06:27:36
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    • Brinker International recently reported past fourth-quarter and full-year 2026 results, with revenue rising to US$1,535.8 million for the quarter and US$5,807.4 million for the year, alongside higher net income and earnings per share from continuing operations than the prior year.
    • The company also lifted its remaining share repurchase authorization to US$750 million and issued fiscal 2027 revenue guidance of US$6.15–US$6.27 billion, while multiple executives executed largely tax-related or pre-planned stock sales against a backdrop of strong Chili’s performance and analyst optimism.
    • With Brinker now guiding to higher fiscal 2027 revenue, we’ll examine how this updated outlook interacts with the existing investment narrative.

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    Brinker International Investment Narrative Recap

    To own Brinker International, you need to believe Chili’s and Maggiano’s can keep drawing traffic to full-service dining while managing rising costs. The key short term catalyst remains Chili’s same-store sales and traffic trends, while the biggest risk is cost pressure from labor and food inflation squeezing margins. The latest results and 2027 revenue guidance support the sales side of that thesis, but do not remove the longer term cost and demand risks.

    The most relevant update here is Brinker's new fiscal 2027 revenue guidance of US$6.15–US$6.27 billion, coming on the heels of higher fiscal 2026 revenue and earnings. For investors, that guidance now sits alongside an expanded US$750 million remaining buyback authorization, tying near term performance expectations to how effectively Brinker converts Chili’s momentum and operational improvements into sustained cash generation and shareholder returns.

    Yet investors should also be aware that rising labor and commodity costs could still pressure margins and cash flows...

    Read the full narrative on Brinker International (it's free!)

    Brinker International's narrative projects $6.5 billion revenue and $557.7 million earnings by 2029. This requires 4.2% yearly revenue growth and a roughly $94.8 million earnings increase from $462.9 million today.

    Uncover how Brinker International's forecasts yield a $198.67 fair value, a 16% downside to its current price.

    Exploring Other Perspectives

    EAT 1-Year Stock Price Chart
    EAT 1-Year Stock Price Chart

    Some of the most optimistic analysts were already expecting Brinker to reach about US$6.7 billion in revenue and roughly US$630.0 million in earnings, which is a much more upbeat view than the baseline consensus. If you are weighing those bullish assumptions against the recent 2027 revenue guidance, it is worth asking whether the strong Chili’s momentum that underpins that optimistic case can really offset the concentration risk in one brand and how both narratives might shift as new data comes in.

    Explore 4 other fair value estimates on Brinker International - why the stock might be worth 26% less than the current price!

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.