Chipotle Mexican Grill, Inc., along with its affiliated companies, oversees the ownership and daily running of Chipotle Mexican Grill eateries. By February ...
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Est. EPS $0.29 · Revenue $3.28B · 22 analysts
Est. EPS $0.28 · Revenue $3.30B · 21 analysts
Est. EPS $1.15 · Revenue $13.02B · 20 analysts
Est. EPS $0.31 · Revenue $3.43B · 15 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $11.9B | +5.4% | +8.4% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $1.5B | +0.1% | +33.3% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +25.4% | -4.9% | +8.3% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +16.9% | -0.4% | +15.8% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +12.9% | -5.0% | +22.9% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $1.4B | -4.2% | -1.6% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +12.1% | -9.1% | -9.3% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 348.0% | +180.1% | +13.1% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.23x | -19.0% | -22.2% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $9.0B | -2.3% | +0.7% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 1.14 vs 1.15 | -1.2% | 0.32 vs 0.29 | +10.1% |
| Revenue Surprise | $11.9B vs $11.9B | +0.2% | $3.3B vs $3.3B | +2.2% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Feb 7, 2027 | Bush Matthew R | officer: Controller, PAO | 2025 SOSAR | — | 12,377 | $57.27 |
| Aug 22, 2026 | Rymer Adam T | officer: Chief Financial Officer | common stock | D | 9,276 | $35.29 |
| Aug 22, 2026 | Eskenazi Ilene | officer: Chief Legal and HR Officer | common stock | D | 19,701 | $35.29 |
| Aug 22, 2026 | Garner Curtis E | officer: Pres, Chief Strgy & Tech Off | common stock | D | 27,582 | $35.29 |
| Aug 22, 2026 | Boatwright Scott | officer: Chief Executive Officer | common stock | D | 31,522 | $35.29 |
Operator : Good day and welcome to the Chipotle Mexican Grill Second Quarter 2026 Results Conference Call. Please note this event is being recorded. I would now like to turn the conference over to Michael Johnston, Vice President of Finance. Please go ahead. Michael Johnston : Hello, everyone, and welcome to our second quarter fiscal 2026 earnings call. By now, you should have access to our earnings press release. If not, it can be found on our Investor Relations website at ir.chipotle.com. Additionally, supplemental investor information is available on our site as a reference for today's call. I will begin today by reminding you that today's discussion includes forward-looking statements, including projections about our future business, financial and other performance results. These statements are based on management's current business and market expectations, and our actual results could differ materially from those projected in the forward-looking statements. Please see today's earnings release and the risk factors contained in our annual report on Form 10-K and in our Form 10-Qs for a discussion of risks that may cause our actual results to vary from these forward-looking statements. Our discussion today will include non-GAAP financial measures. A reconciliation to GAAP measures can be found via the link included on the presentation page within the Investor Relations section of our website. We will start today's call with prepared remarks from Scott Boatwright, Chief Executive Officer; and Adam Rymer, Chief Financial Officer. After which, we will take your questions. Our entire executive leadership team is available during the Q&A session. And with that, I will turn the call over to Scott. Scott Boatwright : Thank you, Michael, and good afternoon, everyone. We're pleased with the strength of our second quarter results, which were driven by continued positive transaction growth and clear evidence that our Recipe for Growth initiatives launched at the start of the year continued to gain traction. These proof points reinforce our confidence as we strengthen restaurant execution, accelerate innovation and invest in the long-term health of the business. For the second quarter, we delivered revenue growth of 9.3% to $3.3 billion, including positive comparable sales and transactions. Our results reflect the team's disciplined execution of our Recipe for Growth strategy. Over the last several months, we have seen the successful return of Chipotle Honey Chicken, continued strength from our Cilantro Lime Sauce, our revamped Rewards program and marketing initiatives that helped keep Chipotle top of mind, including several culturally relevant activations. Together, these initiatives drove incremental transactions while reinforcing the strength and relevance of the Chipotle brand. At the same time, we continue to make targeted investments to strengthen the guest experience and improve hospitality. Our Recipe for Growth strategy is creating multiple …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Scott Boatwright | Chief Executive Officer & Director | USD 2,455,727 | Male | 1973 | Active |
Curtis E. Garner | President and Chief Strategy & Technology Officer | USD 1,490,348 | Male | 1970 | Active |
Adam Rymer | Chief Financial Officer | USD 992,397 | Male | 1982 | Active |
Anat Davidzon | Managing Director of Canada | — | Female | — | Active |
Ilene Eskenazi | Chief Legal & Human Resources Officer | — | Female | 1972 | Active |
Jason Kidd | Chief Operating Officer | — | Male | — | Active |
Matthew Bush | Vice President, Controller & Principal Accounting Officer | — | Male | 1984 | Active |
Laurie Schalow | Chief Corporate Affairs & Food Safety Officer | — | Female | 1968 | Active |
Lois Alexis-Collins | Chief People Officer - Field Operations | — | — | — | Active |
David Vilkama | Chief Development Officer | — | Male | — | Active |
Shares of Chipotle Mexican Grill Inc. (NYSE:CMG) are trading lower by over 13% this week following news connecting the restaurant chain to a salmonella outbreak in Minnesota.
Chipotle Mexican Grill shares extended their decline after the CDC linked a multistate Salmonella outbreak to jalapeño peppers served at the chain and other Mexican-style restaurants.
After Chipotle Mexican Grill stopped serving jalapenos at some restaurants following a salmonella investigation, Wall Street analysts say the impact to sales will likely be limited.
The Food and Drug Administration is still working to determine if the affected were sold directly to consumers at grocery stores.
The Food and Drug Administration is still working to determine if the affected were sold directly to consumers at grocery stores.
