CoverageForm 410-K10-Q8-K13D13G13F

PTLO · Portillo'S 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 · PTLO

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$182.62M-$181.43M$188.46M$176.44M-$178.25M$181.86M$165.83M-
Cost of Revenue----------
Gross Profit----------
R&D----------
SG&A$20.36M-$20.02M$18.80M$18.90M-$18.30M$17.94M$18.54M-
Total Operating Expenses$147.78M-$144.74M$143.97M$139.78M-$136.31M$137.29M$129.46M-
D&A$7.94M-$7.31M$7.14M$7.04M-$6.68M$7.11M$6.94M-
Operating Income$4.49M-$5.43M$17.53M$10.38M-$15.99M$18.11M$10.10M-
Interest Expense$5.63M-$5.66M$5.73M$5.75M-$6.45M$6.60M$6.53M-
Income Tax($164.0K)-($1.25M)$3.68M$1.36M-$2.54M$3.50M($1.14M)-
Net Income($402.0K)-$1.21M$8.70M$3.31M-$7.22M$6.47M$4.56M-
EPS - Basic($0.01)-$0.02$0.13$0.05-$0.12$0.10$0.08-
EPS - Diluted($0.01)-$0.02$0.12$0.05-$0.11$0.10$0.08-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$23.99M$19.96M$17.23M$16.62M$12.94M$22.88M$18.52M$12.36M$13.18M$10.44M
Accounts Receivable-$7.24M---$5.93M---$6.10M
Inventory$7.67M$8.21M$9.22M$10.10M$6.67M$7.92M$8.30M$8.76M$8.51M$8.73M
Accounts Payable$39.06M$43.21M$48.47M$43.68M$33.11M$45.52M$47.16M$37.58M$29.32M$33.19M
Current Assets$51.92M$51.52M$50.09M$50.29M$41.86M$52.65M$46.93M$41.95M$42.39M$41.92M
Total Assets$1.62B$1.61B$1.59B$1.55B$1.50B$1.50B$1.47B$1.44B$1.42B$1.39B
Current Liabilities$199.93M$193.96M$187.30M$171.27M$165.91M$135.57M$124.29M$109.27M$116.88M$104.91M
Long-term Debt$236.59M$237.98M$239.37M$240.76M$242.15M$275.42M$278.87M$278.68M$282.24M$283.92M
Total Liabilities$1.12B$1.11B$1.10B$1.07B$1.00B$1.01B$993.83M$974.80M$964.54M$925.43M
Stockholders' Equity$470.95M$467.80M$459.42M$458.93M$406.88M$401.06M$382.44M$370.20M$360.54M$322.38M
Retained Earnings$62.07M$62.47M$56.36M$55.15M$46.44M$43.13M$31.86M$24.64M$18.17M$13.61M

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$17.55M---$9.45M---$9.08M-
Investing Cash Flow($18.30M)---($19.04M)---($16.94M)-
Financing Cash Flow$4.78M---($350.0K)---$10.61M-
CapEx$18.46M---$19.04M---$16.94M-
Free Cash Flow($907.0K)---($9.59M)---($7.86M)-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin----------
Operating margin2.5%-3.0%9.3%5.9%-9.0%10.0%6.1%-
EBITDA margin6.8%-7.0%13.1%9.9%-12.7%13.9%10.3%-
Net margin-0.2%-0.7%4.6%1.9%-4.1%3.6%2.8%-
Free cash flow margin-0.5%----5.4%----4.7%-
FCF / Net income2.26----2.89----1.72-
R&D / Revenue----------
SG&A / Revenue11.1%-11.0%10.0%10.7%-10.3%9.9%11.2%-
Effective tax rate---29.7%29.1%-26.0%35.1%-33.2%-
Return on assets-0.0%-0.1%0.6%0.2%-0.5%0.4%0.3%-
Return on equity-0.1%-0.3%1.9%0.8%-1.9%1.7%1.3%-
Return on invested capital0.5%-0.6%1.8%1.1%-1.8%1.8%1.6%-
Liquidity
Current ratio0.260.270.270.290.250.390.380.380.360.40
Quick ratio0.220.220.220.230.210.330.310.300.290.32
Cash ratio0.120.100.090.100.080.170.150.110.110.10
Leverage
Debt / Equity0.500.510.520.520.600.690.730.750.780.88
Debt / Assets0.150.150.150.150.160.180.190.190.200.20
Debt / EBITDA19.04-18.789.7613.90-12.3011.0516.56-
Interest coverage0.8x-1.0x3.1x1.8x-2.5x2.7x1.5x-
Equity multiplier3.443.433.463.393.683.743.853.893.934.30
Liabilities / Assets0.690.690.690.690.670.670.680.680.680.67
Efficiency
Asset turnover0.11-0.110.120.12-0.120.130.12-
Inventory turnover----------
Days sales outstanding----------
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E--316.0x96.1x238.0x-120.0x97.2x177.3x-
P / B0.8x-1.0x1.8x1.9x-2.2x1.7x2.4x-
P / S2.0x-2.6x4.3x4.5x-4.8x3.5x5.2x-
EV / EBITDA47.1x-54.1x41.7x58.6x-49.3x35.5x66.1x-
Growth
Revenue growth (YoY)3.5%-1.8%3.6%6.4%-6.9%7.5%6.3%-
Revenue CAGR (3y)5.4%-6.3%7.8%9.5%-8.9%---
Revenue CAGR (5y)----------
Gross profit growth (YoY)----------
Operating income growth (YoY)-56.7%--66.0%-3.2%2.8%-5.9%4.2%18.9%-
Net income growth (YoY)---83.2%34.5%-27.4%-65.6%-4.7%--
EPS growth (YoY)---81.8%20.0%-37.5%-57.1%-16.7%--
EPS CAGR (3y)---20.6%-2.6%--122.4%---
EPS CAGR (5y)----------
FCF growth (YoY)90.5%----22.0%---42.7%-
FCF CAGR (5y)----------
Book value growth (YoY)15.7%16.6%20.1%24.0%12.9%24.4%22.6%21.9%24.2%25.8%

Peer comparison

Same SIC group: Retail-Eating Places

CompanyRevenue (last FY)Net marginROE
QSR$9.43B11.4%29.6%
ARMK--10.4%
YUMC$11.80B7.9%17.3%
DIN$812.30M12.0%-32.3%
DRI---

Comparing Portillo's Inc. against the 5 most active filers in the same SIC group.