CoverageForm 410-K10-Q8-K13D13G13F

SHAK · Shake Shack 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 · SHAK

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$366.74M-$367.41M$356.47M$320.90M-$316.92M$316.50M$290.50M-
Cost of Revenue----------
Gross Profit----------
R&D----------
SG&A$53.61M-$44.38M$40.67M$40.64M-$35.69M$36.31M$35.94M-
Total Operating Expenses$369.37M-$348.86M$334.09M$318.06M-$334.91M$305.71M$290.47M-
D&A$29.12M-$27.08M$26.55M$26.54M-$25.72M$25.50M$21.32M-
Operating Income($2.63M)-$18.55M$22.37M$2.84M-($17.99M)$10.78M$34.0K-
Interest Expense$548.0K-$504.0K$548.0K$563.0K-$498.0K$527.0K$508.0K-
Income Tax($145.0K)-$7.44M$6.19M$737.0K-($3.87M)$3.17M$518.0K-
Net Income($290.0K)-$12.50M$17.15M$4.25M-($10.21M)$9.67M$2.04M-
EPS - Basic($0.01)-$0.31$0.43$0.11-($0.26)$0.24$0.05-
EPS - Diluted($0.01)-$0.30$0.41$0.10-($0.26)$0.23$0.05-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$313.65M$360.12M$357.76M$336.80M$312.92M$320.71M$310.87M$301.84M$260.20M$224.65M
Accounts Receivable$29.17M$32.96M$20.61M$21.20M$18.28M$19.69M$16.74M$15.91M$14.46M$16.85M
Inventory$6.61M$7.18M$6.31M$6.03M$5.31M$6.01M$5.15M$5.19M$5.07M$5.40M
Accounts Payable$27.02M$24.75M$23.56M$20.66M$20.68M$23.61M$15.77M$18.58M$15.16M$22.27M
Current Assets$393.87M$430.35M$414.78M$390.84M$364.60M$368.22M$354.02M$345.68M$326.19M$334.43M
Total Assets$1.92B$1.90B$1.83B$1.78B$1.73B$1.70B$1.68B$1.66B$1.62B$1.61B
Current Liabilities$232.61M$244.92M$225.35M$204.05M$190.63M$187.31M$175.83M$168.09M$161.08M$164.07M
Long-term Debt$247.99M$247.73M$247.47M$247.21M$246.94M$246.68M$246.42M$246.16M$245.90M$245.64M
Total Liabilities$1.36B$1.34B$1.29B$1.26B$1.23B$1.20B$1.20B$1.18B$1.15B$1.14B
Stockholders' Equity$525.91M$525.33M$509.01M$494.10M$473.32M$470.02M$456.10M$462.40M$446.39M$443.42M
Retained Earnings$72.42M$72.71M$60.88M$48.38M$31.23M$26.98M$18.27M$28.48M$18.82M$16.78M

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$8.49M---$31.22M---$30.66M-
Investing Cash Flow($47.19M)---($29.35M)---$11.31M-
Financing Cash Flow($7.76M)---($9.66M)---($6.42M)-
CapEx$47.19M---$29.35M---$33.05M-
Free Cash Flow($38.70M)---$1.87M---($2.39M)-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin----------
Operating margin-0.7%-5.0%6.3%0.9%--5.7%3.4%0.0%-
EBITDA margin7.2%-12.4%13.7%9.2%-2.4%11.5%7.4%-
Net margin-0.1%-3.4%4.8%1.3%--3.2%3.1%0.7%-
Free cash flow margin-10.6%---0.6%----0.8%-
FCF / Net income133.46---0.44----1.17-
R&D / Revenue----------
SG&A / Revenue14.6%-12.1%11.4%12.7%-11.3%11.5%12.4%-
Effective tax rate--37.3%26.5%14.8%--24.7%20.3%-
Return on assets-0.0%-0.7%1.0%0.2%--0.6%0.6%0.1%-
Return on equity-0.1%-2.5%3.5%0.9%--2.2%2.1%0.5%-
Return on invested capital-0.3%-1.5%2.2%0.3%--2.0%1.1%0.0%-
Liquidity
Current ratio1.691.761.841.921.911.972.012.062.022.04
Quick ratio1.661.731.811.891.881.931.982.031.992.01
Cash ratio1.351.471.591.651.641.711.771.801.621.37
Leverage
Debt / Equity0.470.470.490.500.520.520.540.530.550.55
Debt / Assets0.130.130.140.140.140.150.150.150.150.15
Debt / EBITDA9.36-5.425.058.40-31.866.7911.51-
Interest coverage-4.8x-36.8x40.8x5.0x--36.1x20.5x0.1x-
Equity multiplier3.653.613.593.593.653.613.673.593.633.62
Liabilities / Assets0.710.710.710.710.710.710.710.710.710.71
Efficiency
Asset turnover0.19-0.200.200.19-0.190.190.18-
Inventory turnover----------
Days sales outstanding29d-20d22d21d-19d18d18d-
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E--317.6x326.6x933.3x--387.9x2085.6x-
P / B6.9x-7.8x11.3x8.3x-9.3x8.0x9.6x-
P / S10.0x-10.9x15.7x12.2x-13.4x11.7x14.8x-
EV / EBITDA135.5x-85.0x112.6x130.7x-538.7x100.5x200.8x-
Growth
Revenue growth (YoY)14.3%-15.9%12.6%10.5%-14.7%16.4%14.7%-
Revenue CAGR (3y)13.1%-17.3%15.6%16.4%-17.8%19.1%23.2%-
Revenue CAGR (5y)18.8%-23.0%31.2%17.5%-15.0%15.7%17.0%-
Gross profit growth (YoY)----------
Operating income growth (YoY)---107.5%8258.8%--127.1%--
Net income growth (YoY)---77.4%108.1%--39.1%--
EPS growth (YoY)---78.3%100.0%--43.8%--
EPS CAGR (3y)-------66.3%71.0%-
EPS CAGR (5y)--------4.5%-9.0%-
FCF growth (YoY)--------83.5%-
FCF CAGR (5y)----------
Book value growth (YoY)11.1%11.8%11.6%6.9%6.0%6.0%9.5%13.8%12.9%12.2%

Sales by segment

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

Business segments

$1.45B total
Reportable Segment$1.45B · 100.0%

Product / service

$1.50B total
Shack Sales$1.39B · 92.8%
Franchise$54.14M · 3.6%
Sales Based Royalties$51.53M · 3.4%
Initial Territoryand Opening Fees$2.61M · 0.2%

Geographic

$1.45B total
US$1.41B · 97.4%
Non Us$38.21M · 2.6%

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%
CNNE$423.60M-121.2%-50.1%

Comparing Shake Shack Inc. against the 5 most active filers in the same SIC group.