EarningsQ4 2026 Earnings Report
MX:DMPN Q4 2026 EPS Results
Actual EPS$7.90
Consensus EPS$7.69
Beat/MissBeat by +$0.21
One Year Ago EPS$7.58
MX:DMPN Q4 2026 Revenue Results
Actual Revenue$11.48B
Expected Revenue$11.81B
Beat/MissMissed by -$332.84M
YoY Revenue Growth-17.03%
Earnings Announcement Details
QuarterQ4 2026
Date08/25/2026
TimeAfter Close
Conference CallTuesday, August 25, 2026
MX:DMPN Upcoming Earnings
Domino's Pizza Enterprises Limited's next earnings date is estimated for February 23, 2027, based on past reporting schedules.
Q4 2026 Earnings Call Audio
MX:DMPN Q4 2026 Earnings Call
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Q4 2026 Earnings Slide Deck
Q4 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a constructive operational and financial reset: management delivered meaningful cost savings, materially improved free cash flow, reduced net debt and strengthened franchisee profitability, while preserving modest underlying earnings growth and significantly increasing the dividend. Those positive outcomes have created a firmer financial foundation. At the same time, the reset intentionally reduced discount-driven volume, leaving same-store sales and order counts materially negative entering FY27, and the group recorded significant noncash impairments for certain markets. Management outlined a clear plan to restore order frequency with measured, market-level tests (WA as a blueprint) and emphasized disciplined reinvestment in value and capability. Overall, the tone is cautiously optimistic — strong progress on balance sheet and franchise economics but with near-term sales recovery and execution risk that will determine momentum through FY27.Company Guidance
Franchisee Profitability Improvement
Average rolling Q3 12-month franchise store EBITDA increased 11.3% to $105,700 and average store EBITDA margin rose from 7.1% to 7.9%. Australian stores are above the global average at $128,000 with a global target of $130,000.
Strong Free Cash Flow and Cash Generation
Free cash flow before divestments rose by $116.6 million to $164.1 million. Operating cash flow before interest and tax increased to $312.6 million and net operating cash flow increased by $59.5 million to $226.7 million.
Material Deleveraging and Liquidity Strengthening
Net debt reduced by $227.8 million to $497.0 million and net leverage fell from 2.57x to 1.86x (below the 2.0x target). Interest coverage improved to 20.6x and the group finished with $467.5 million of cash and undrawn committed facilities after refinancing $1.05 billion of debt facilities.
Underlying Profit and Dividend Growth
Underlying NPAT increased 4% to $121.6 million and underlying EBIT increased 1.0% to $200.1 million. The Board declared a final dividend of $0.325 per share, a 51.2% increase vs FY25 (50% payout of H2 underlying NPAT).
Realized Cost Savings and Further Opportunities
The program has actioned $67 million of annualized savings with $35.3 million realized in FY26; management identified a further $15–25 million of procurement and packaging opportunities to be shared between franchisees and DPE.
Regional Earnings Resilience
Europe delivered EBIT growth of 2.6% to $74.9 million and Asia delivered EBIT growth of 19.7% to $34.7 million despite lower revenue. Japan's corporate store network returned to positive EBITDA.
Operational Wins from Western Australia Trial
WA trial of simpler pricing and targeted offers produced five months of record franchise partner EBITDA, carryout comparative sales turned positive and franchisee profitability in WA was reported up ~30% by end of June; a $5.95 delivery fee trial has shown improved conversion early in market.
More Disciplined Digital and Capex Approach
Digital investment was reduced from $44.8 million to $21.5 million in FY26 as management moved to a prioritized enterprise IT model; anticipated digital spend for the future is guided at $30–45 million subject to clear business cases.
MX:DMPN 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