YUM · NYSE
Consensus is $1.61 EPS for Sep 2026 across 8 estimates, ranging $1.38 to $1.74.
No consensus figures were provided, so the quarter cannot be assessed against expectations. Reported revenue rose to $2.169B from $1.933B a year earlier, with company sales increasing to $837M from $669M and franchise and property revenue reaching $895M from $835M. Franchise advertising contributions were $438M versus $428M. Operating profit improved to $655M from $622M, but costs and expenses climbed to $1.514B from $1.311B, led by company restaurant expenses rising to $700M from $560M and general and administrative expenses increasing to $324M from $302M. Net income more than doubled to $853M from $374M, helped materially by a $320M income-tax benefit compared with a $125M provision last year. The filing excerpt does not provide individual brand or segment results, so it does not identify which concepts carried or dragged the quarter. Revenue growth also cannot be characterized with a supplied percentage.
No forward guidance was given in the supplied material. The filing excerpt contains historical quarterly and year-to-date results through June 30, 2026, but no ranges for revenue, operating profit, earnings, same-store sales, restaurant openings, capex, or other future-period measures. It also does not describe a change from a prior guide or provide assumptions for the periods ahead. Individual brand and segment outlooks for KFC, Taco Bell, Pizza Hut, and The Habit Burger Grill are absent from the supplied text, so there is no management forecast to compare with the reported quarter.
