CoverageForm 410-K10-Q8-K13D13G13F

CNNE · Cannae Holdings, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · CNNE

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$96.20M-$106.90M$110.20M$103.20M-$138.10M$118.00M$110.70M-
Cost of Revenue$83.90M-$88.60M$90.80M$91.00M-$93.00M$92.10M$94.20M-
Gross Profit$12.30M-$18.30M$19.40M$12.20M-$45.10M$25.90M$16.50M-
R&D----------
SG&A----------
Total Operating Expenses$118.30M-$120.10M$171.10M$124.60M-$132.00M$141.00M$151.30M-
D&A$2.60M-$2.90M$3.00M$3.10M-$3.30M$3.40M$3.30M-
Operating Income($22.10M)-($13.20M)($60.90M)($21.40M)-($18.10M)($23.00M)($40.60M)-
Interest Expense$2.30M-$3.30M$3.30M$2.60M-$2.90M$2.00M$2.60M-
Income Tax$500.0K-($3.80M)($1.80M)$20.20M-($6.20M)($33.70M)$53.40M-
Net Income($32.10M)-($68.40M)($238.80M)($113.00M)-($13.60M)($155.00M)($89.90M)-
EPS - Basic($0.70)-($1.25)($3.93)($1.81)-($0.22)($2.49)($1.27)-
EPS - Diluted($0.70)-($1.25)($3.93)($1.81)-($0.22)($2.49)($1.27)-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$135.70M$182.00M$233.80M$66.70M$126.20M$131.50M$160.70M$45.70M$238.30M$106.20M
Accounts Receivable----------
Inventory----------
Accounts Payable-$16.80M---$16.60M---$27.00M
Current Assets$208.70M$268.30M$265.10M$623.50M$773.50M$196.90M$214.80M$100.70M$335.60M$177.30M
Total Assets$1.24B$1.32B$1.51B$1.79B$2.10B$2.23B$2.29B$2.22B$2.61B$2.69B
Current Liabilities$122.40M$129.70M$130.60M$224.50M$184.60M$146.50M$84.20M$99.30M$101.20M$107.50M
Long-term Debt$64.50M$64.50M$61.70M$61.70M$68.60M$120.00M$179.30M$77.70M$77.40M$102.50M
Total Liabilities$317.20M$329.80M$331.60M$429.10M$399.70M$413.60M$423.40M$340.50M$344.70M$377.50M
Stockholders' Equity$958.90M$1.02B$1.21B$1.38B$1.72B$1.84B$1.88B$1.90B$2.28B$2.32B
Retained Earnings($27.50M)$23.30M$123.50M$200.10M$446.50M$567.10M$620.80M$642.00M$804.60M$901.30M

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow($21.20M)---$9.10M---($36.00M)-
Investing Cash Flow($1.80M)---($7.00M)---$194.50M-
Financing Cash Flow($23.30M)---($7.40M)---($26.40M)-
CapEx$1.80M---$1.90M---$1.30M-
Free Cash Flow($23.00M)---$7.20M---($37.30M)-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin12.8%-17.1%17.6%11.8%-32.7%21.9%14.9%-
Operating margin-23.0%--12.3%-55.3%-20.7%--13.1%-19.5%-36.7%-
EBITDA margin-20.3%--9.6%-52.5%-17.7%--10.7%-16.6%-33.7%-
Net margin-33.4%--64.0%-216.7%-109.5%--9.8%-131.4%-81.2%-
Free cash flow margin-23.9%---7.0%----33.7%-
FCF / Net income0.72----0.06---0.41-
R&D / Revenue----------
SG&A / Revenue----------
Effective tax rate----------
Return on assets-2.6%--4.5%-13.4%-5.4%--0.6%-7.0%-3.4%-
Return on equity-3.3%--5.7%-17.3%-6.6%--0.7%-8.2%-3.9%-
Return on invested capital-1.7%--0.8%-3.3%-0.9%--0.7%-0.9%-1.4%-
Liquidity
Current ratio1.712.072.032.784.191.342.551.013.321.65
Quick ratio1.712.072.032.784.191.342.551.013.321.65
Cash ratio1.111.401.790.300.680.901.910.462.350.99
Leverage
Debt / Equity0.070.060.050.040.040.070.100.040.030.04
Debt / Assets0.050.050.040.030.030.050.080.030.030.04
Debt / EBITDA----------
Interest coverage-9.6x--4.0x-18.5x-8.2x--6.2x-11.5x-15.6x-
Equity multiplier1.291.291.251.291.221.211.211.171.141.16
Liabilities / Assets0.260.250.220.240.190.190.190.150.130.14
Efficiency
Asset turnover0.08-0.070.060.05-0.060.050.04-
Inventory turnover----------
Days sales outstanding----------
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E----------
P / B0.5x-0.8x0.9x0.7x-0.6x0.6x0.7x-
P / S5.4x-9.4x11.5x11.1x-8.6x9.6x14.2x-
EV / EBITDA----------
Growth
Revenue growth (YoY)-6.8%--22.6%-6.6%-6.8%--3.8%-22.8%-47.1%-
Revenue CAGR (3y)-22.8%--32.0%-14.2%-14.9%--9.4%-37.2%-13.6%-
Revenue CAGR (5y)-11.0%--20.4%-30.7%-37.6%--17.7%-20.0%-17.4%-
Gross profit growth (YoY)0.8%--59.4%-25.1%-26.1%-62.8%5.7%-78.7%-
Operating income growth (YoY)-3.3%-27.1%-164.8%47.3%-65.1%-17.3%-78.9%-
Net income growth (YoY)71.6%--402.9%-54.1%-25.7%-91.4%-77.8%-2092.7%-
EPS growth (YoY)61.3%--468.2%-57.8%-42.5%-89.9%-114.7%-2440.0%-
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)---------68.0%-
FCF CAGR (5y)----------
Book value growth (YoY)-44.2%-44.3%-35.8%-27.3%-24.6%-21.0%-21.1%-26.7%-16.3%-14.5%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$847.20M total
Restaurant Group$390.50M · 46.1%
Reportable Segment Aggregation Before Other Operating Segment$390.50M · 46.1%
Other Operating Revenue$33.10M · 3.9%
Corporate And Other$33.10M · 3.9%

Product / service

$456.70M total
Restaurant Sales$390.50M · 85.5%
Other Operating Revenue$33.10M · 7.2%
Real Estate And Resort$33.00M · 7.2%
Other Products And Services$100.0K · 0.0%

Peer comparison

Same SIC group: Retail-Eating & Drinking Places

CompanyRevenue (last FY)Net marginROE
WEN$2.18B7.6%140.6%
BROS$1.64B4.9%11.7%
SDOT$246.90M-37.8%162.7%
SBUX$37.18B5.0%-22.9%
SHAK$1.45B3.2%8.7%

Comparing Cannae Holdings against the 5 most active filers in the same SIC group.

Dividends

$0.57/share trailing 12 months · +18.7% YoY

Ex-datePer share
Mar 17, 2026$0.1500
Dec 17, 2025$0.1500
Sep 16, 2025$0.1500
Jun 16, 2025$0.1200
Mar 17, 2025$0.1200
Dec 17, 2024$0.1200
Sep 16, 2024$0.1200
Jun 14, 2024$0.1200