BLMN earnings / call / takeaways

BLMN Q3 FY26 earnings call: key takeaways

What BLMN said on its earnings call of November 6, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.

By Lician·November 6, 2026·AI-generated from the call transcript and Lician data

The company reported an adjusted diluted loss of $0.17 per share, which is worse than the $0.24 consensus estimate. (21:28)
Revenue of $944 million was slightly above the $925.09 million consensus estimate. (21:28)
The company raised its full-year adjusted diluted earnings per share guidance to between $0.97 and $1.02. (25:06)

Results vs expectations

Metric	Consensus	Reported	Result
EPS	-$0.24	–	–
Revenue	$925.1M	–	–

What changed since last quarter

The company raised its full-year adjusted diluted earnings per share guidance to between $0.97 and $1.02, up from $0.90 to $1.00. (25:06)
The company expects U.S. comparable restaurant sales to be between 0% and 1% in the fourth quarter, impacted by holiday shifts and delayed pricing decisions. (25:06)

Guidance

Metric	This call	Previous call
Revenue	Q4 U.S. comp sales expected between 0% and 1% (25:06)	not captured
EPS	Full-year adjusted diluted earnings per share between $0.97 and $1.02 (25:06)	not captured
EPS	Q4 adjusted diluted earnings per share between $0.07 and $0.12 (25:06)	not captured
Other	Full-year tax benefit expected between $14 and $16 million (55:06)	not captured

What analysts pressed on

Whether the delay in pricing decisions will impact fourth-quarter comp sales. (29:25)
Concerns about the impact of the Out West bankruptcy on the company's operations. (41:30)
Questions about the effectiveness of the off-premise sales strategy and its impact on in-restaurant sales. (53:03)

In their words

We are getting better every day. Mike Spanos (13:51)
Guests are telling us they see the difference in our state quality, craveable service, and value. Mike Spanos (17:15)
We believe this agreement aligns with our strategy to invest in the base business. Mike Spanos (12:16)

Read the full transcript with the AI summary, or listen on the company's official webcast.

Every past call in full and transcript search come with Lician Pro.

Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.