EarningsQ3 2026 Earnings Report
MX:JACK Q3 2026 EPS Results
Actual EPS$16.46
Consensus EPS$15.15
Beat/MissBeat by +$1.30
One Year Ago EPS$17.48
MX:JACK Q3 2026 Revenue Results
Actual Revenue$4.42B
Expected Revenue$4.54B
Beat/MissMissed by -$118.94M
YoY Revenue Growth-22.62%
Earnings Announcement Details
QuarterQ3 2026
Date08/12/2026
TimeAfter Close
Conference CallWednesday, August 12, 2026
MX:JACK Upcoming Earnings
Jack In The Box's next earnings date is estimated for November 25, 2026, based on past reporting schedules.
Q3 2026 Earnings Call Audio
MX:JACK Q3 2026 Earnings Call
0:00 / 0:00
Q3 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q3 2026 Earnings Call Summary
Earnings Call Sentiment|Negative
The call presented a mix of proactive operational and financial actions (refinancing and debt reduction, adjusted EBITDA growth, product tests, early Q4 comp improvement and a refresh program) alongside persistent challenges (several quarters of same-store sales declines, margin pressures from commodity inflation and digital fees, franchisee profitability stress, and elevated leverage). Management emphasized a clear 5-point turnaround plan and early signs of stabilization, but the near-term financials and franchisee headwinds remain material.Company Guidance
Debt Reduction and Refinancing Completed
Since JACK on Track was announced, debt decreased by $244 million; completed refinancing on June 23, prepaid $110 million of the August 2026 tranche, total debt at quarter end $1.5 billion; net debt to adjusted EBITDA improved to 6.3x from 6.9x the prior quarter.
Adjusted EBITDA Growth
Adjusted EBITDA was $61.2 million for the quarter versus $57.1 million a year ago, an increase of ~$4.1 million (~7.2%), driven primarily by favorable SG&A items offsetting lower sales and restaurant closures.
Q4 Early Sales Momentum
Q4-to-date same-store sales are positive in the low-single-digit range after pivoting away from the underperforming 'Hot Ones' promotion and pulling forward the Philly Cheesesteak platform, which delivered strong customer interest and higher average checks.
SG&A Reduction
SG&A decreased to $17.0 million (6.6% of revenues) from $20.6 million (7.8%) a year ago, a decline of $3.5 million (~17%), primarily due to a legal reversal and lower stock-based compensation; excluding net COLI gains, SG&A was 1.4% of system-wide sales for the quarter.
Product and Restaurant Experience Initiatives
Management is testing a new burger platform with encouraging early results (system-wide roll-out expected in 2027); a modest refresh program ($2,000 contribution per restaurant) has ~25% of franchise restaurants signed up within weeks, targeting low-single-digit sales lifts.
Proactive Portfolio Optimization
40 restaurant closures closed year-to-date with an expected additional 10-20 closures in Q4 and a planned acceleration of closures into 2027 to focus franchisees on higher-performing locations; real estate proceeds YTD $26.7 million.
Digital Adoption
Digital comprised ~22% of sales for the quarter, indicating material adoption of digital channels and a platform to evolve marketing and product engagement.
MX:JACK 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