EarningsQ4 2026 Earnings Report
DE:6CF Q4 2026 EPS Results
Actual EPS€0.16
Consensus EPS€0.15
Beat/MissBeat by +<€0.01
One Year Ago EPS€0.14
DE:6CF Q4 2026 Revenue Results
Actual Revenue€514.72M
Expected Revenue€523.09M
Beat/MissMissed by -€8.37M
YoY Revenue Growth+3.23%
Earnings Announcement Details
QuarterQ4 2026
Date06/29/2026
TimeAfter Close
Conference CallMonday, June 29, 2026
DE:6CF Upcoming Earnings
Collins Foods 's next earnings date is estimated for December 8, 2026, based on past reporting schedules.
Q4 2026 Earnings Call Audio
DE:6CF Q4 2026 Earnings Call
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Q4 2026 Earnings Slide Deck
Q4 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call reported a strong set of FY26 financial results with record revenue, record underlying NPAT, improved cash generation, reduced net debt and clear strategic progress (KFC Australia momentum, German expansion, Kwench rollout, Taco Bell exit, sustainability achievements). However, management acknowledged notable near-term challenges: margin compression from delivery fee changes and higher protein costs, impaired European trading trends into early FY27 driven by macro events (conflict, fuel, heatwaves), avian flu-driven poultry cost pressure, and one-off charges. Overall the positives (record financials, balance sheet improvement, operational wins and clear growth initiatives) outweigh the negatives, which management characterizes as manageable and addressable in FY27 through product, cost actions and strategic investment.Company Guidance
Record Revenue
Revenue from continuing operations of $1.59 billion, up 8.6% year-on-year (FY26); group revenue including discontinued Taco Bell was $1.64 billion (Taco Bell contributed $47.7m).
Record Underlying Profitability
Record underlying NPAT of $61.4 million, up 13% year-on-year; underlying EBITDA $244.5 million, up 6.3%; underlying EBIT $130.7 million, up 10.1% (margins improved 11 basis points to 8.2%).
Statutory NPAT Improvement
Statutory NPAT from continuing operations of $47.1 million, up 280% versus prior year.
Strong Cash Generation and Balance Sheet Progress
Net operating cash flow (after interest and tax) $150.1 million (pre-interest & tax $232.6m); cash conversion 94%; net debt reduced by $18.3 million to $119.6 million; net leverage ratio improved to 0.77 from 0.93; return on equity up 220 basis points to 14.5%.
Dividend Increase
Final dividend declared $0.15 per share, total FY26 fully franked dividend $0.28 per share, up 7.7% year-on-year and equal to the highest dividend declared in FY24.
KFC Australia Operational Momentum
Australia revenue $1,241 million, up 7.6%; same-store sales +2.7% (versus +0.3% FY25); opened 8 new restaurants (network 295); completed 33 remodels; restaurant-level EBITDA $260 million, up 6.2%.
European Revenue and Profit Recovery
Europe revenue $351 million, up 12.5% (7% in constant currency); Europe EBITDA $44.9 million, up 14% with margins rising 17 basis points to 12.8%; Germany same-store sales +3.7% (reversal from -3.3% prior year); completed acquisition of 8 restaurants near Munich and became largest KFC franchisee in Germany by revenue.
Strategic Progress and Rollouts
National rollout plan for Kwench by KFC in Australia (target ~80% rollout by April FY27 with ~$35m FY27 capex), cooker replacement program, late-night and breakfast trials, and an ambitious German rollout target of 45–90 additional restaurants by FY30 (FY27 German capex ~ $20m).
Taco Bell Exit Mitigated Liabilities
Successfully negotiated exit from Taco Bell: 20 restaurants to be transferred to a JV (Yum!/Restaurant Brands Australia), 7 closed in FY26; trading losses on transferring restaurants ceased from 1 April 2026; $1.7m one-off closing costs recorded and expectation of a material one-off gain in FY27 from lease liability transition.
Sustainability and People Metrics
FY26 sustainability highlights: 22.3% of waste diverted from landfill, 100% cooking oil upcycled, food waste down 9 basis points, ~1,600 food safety inspections, $700k raised for charity and ~11,300 meals provided, 22,000 employees from 104 nationalities, female leaders 46.2%, recordable injury frequency rate down 26.9%.
DE:6CF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed