CoverageForm 410-K10-Q8-K13D13G13F

WEN · Wendy'S Co - 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 · WEN

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$540.64M-$549.52M$560.93M$523.47M-$566.74M$570.73M$534.75M-
Cost of Revenue$201.05M-$204.26M$196.52M$188.17M-$195.64M$199.89M$192.11M-
Gross Profit$339.59M-$345.26M$364.41M$335.30M-$371.10M$370.84M$342.64M-
R&D----------
SG&A$72.84M-$57.91M$59.48M$68.20M-$62.79M$61.50M$63.76M-
Total Operating Expenses$475.72M-$457.47M$456.67M$440.35M-$472.06M$471.22M$453.60M-
D&A$40.58M-$38.39M$36.99M$36.55M-$37.00M$37.49M$35.52M-
Operating Income$64.92M-$92.05M$104.26M$83.13M-$94.67M$99.51M$81.16M-
Interest Expense$34.11M-$31.54M$31.00M$31.48M-$31.27M$31.00M$30.54M-
Income Tax$11.45M-$18.98M$20.79M$15.69M-$19.43M$20.18M$15.46M-
Net Income$22.71M-$44.25M$55.11M$39.23M-$50.22M$54.64M$41.99M-
EPS - Basic$0.12-$0.23$0.29$0.20-$0.25$0.27$0.20-
EPS - Diluted$0.12-$0.23$0.29$0.19-$0.25$0.27$0.20-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$298.74M$300.83M$291.41M$281.23M$335.26M$450.51M$482.22M$465.49M$498.33M$516.04M
Accounts Receivable-$104.96M---$86.84M---$104.80M
Inventory$6.60M$7.39M$6.93M$6.31M$6.20M$6.53M$6.25M$6.38M$6.11M$6.69M
Accounts Payable$23.60M$30.45M$27.20M$26.64M$24.86M$28.45M$29.05M$25.77M$26.18M$27.37M
Current Assets$652.26M$618.04M$640.86M$600.45M$644.20M$736.14M$783.21M$790.56M$867.53M$837.65M
Total Assets$4.92B$4.96B$4.98B$4.89B$4.92B$5.03B$5.07B$5.09B$5.19B$5.18B
Current Liabilities$356.16M$351.10M$793.73M$415.22M$433.50M$397.63M$373.07M$364.86M$425.45M$381.93M
Long-term Debt$2.72B$2.73B$2.30B$2.65B$2.66B$2.66B$2.72B$2.72B$2.73B$2.73B
Total Liabilities$4.81B$4.84B$4.87B$4.78B$4.79B$4.78B$4.81B$4.81B$4.90B$4.87B
Stockholders' Equity$115.55M$117.38M$109.19M$112.89M$130.24M$259.35M$259.85M$273.75M$293.65M$309.78M
Retained Earnings$431.17M$435.12M$435.29M$417.76M$389.48M$399.70M$403.26M$403.84M$400.46M$409.86M

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$59.39M---$85.42M---$99.99M-
Investing Cash Flow($13.66M)---($21.49M)---($20.81M)-
Financing Cash Flow($40.48M)---($179.32M)---($72.63M)-
CapEx$11.88M---$17.68M---$17.35M-
Free Cash Flow$47.51M---$67.74M---$82.63M-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin62.8%-62.8%65.0%64.1%-65.5%65.0%64.1%-
Operating margin12.0%-16.8%18.6%15.9%-16.7%17.4%15.2%-
EBITDA margin19.5%-23.7%25.2%22.9%-23.2%24.0%21.8%-
Net margin4.2%-8.1%9.8%7.5%-8.9%9.6%7.9%-
Free cash flow margin8.8%---12.9%---15.5%-
FCF / Net income2.09---1.73---1.97-
R&D / Revenue----------
SG&A / Revenue13.5%-10.5%10.6%13.0%-11.1%10.8%11.9%-
Effective tax rate33.5%-30.0%27.4%28.6%-27.9%27.0%26.9%-
Return on assets0.5%-0.9%1.1%0.8%-1.0%1.1%0.8%-
Return on equity19.7%-40.5%48.8%30.1%-19.3%20.0%14.3%-
Return on invested capital1.5%-2.7%2.7%2.1%-2.3%2.4%2.0%-
Liquidity
Current ratio1.831.760.811.451.491.852.102.172.042.19
Quick ratio1.811.740.801.431.471.832.082.152.022.18
Cash ratio0.840.860.370.680.771.131.291.281.171.35
Leverage
Debt / Equity23.5823.2621.0523.4820.4010.2610.459.949.298.82
Debt / Assets0.550.550.460.540.540.530.540.530.530.53
Debt / EBITDA25.83-17.6218.7722.20-20.6319.8723.38-
Interest coverage1.9x-2.9x3.4x2.6x-3.0x3.2x2.7x-
Equity multiplier42.6242.2345.5743.3537.7719.4119.5218.5917.6716.73
Liabilities / Assets0.980.980.980.980.970.950.950.950.940.94
Efficiency
Asset turnover0.11-0.110.110.11-0.110.110.10-
Inventory turnover30.44-29.4531.1230.35-31.3031.3431.44-
Days sales outstanding----------
Days inventory outstanding12d-12d12d12d-12d12d12d-
Days payable outstanding43d-49d49d48d-54d47d50d-
Cash conversion cycle----------
Valuation
P / E56.7x-40.0x39.9x77.0x-71.2x62.8x94.2x-
P / B11.2x-16.1x19.7x22.6x-14.0x12.8x13.3x-
P / S2.4x-3.2x4.0x5.6x-6.4x6.1x7.3x-
EV / EBITDA35.3x-28.9x32.5x44.0x-44.6x42.0x52.5x-
Growth
Revenue growth (YoY)3.3%--3.0%-1.7%-2.1%-2.9%1.6%1.1%-
Revenue CAGR (3y)0.7%-1.0%1.4%2.3%-6.4%5.0%5.1%-
Revenue CAGR (5y)3.3%-4.0%6.9%5.3%-5.3%5.6%5.5%-
Gross profit growth (YoY)1.3%--7.0%-1.7%-2.1%-5.7%2.9%3.1%-
Operating income growth (YoY)-21.9%--2.8%4.8%2.4%--6.8%-8.9%-3.9%-
Net income growth (YoY)-42.1%--11.9%0.9%-6.6%--13.5%-8.4%5.5%-
EPS growth (YoY)-36.8%--8.0%7.4%-5.0%--10.7%-3.6%5.3%-
EPS CAGR (3y)-14.2%--1.4%9.6%3.8%-11.6%-2.4%3.6%-
EPS CAGR (5y)-7.8%-6.2%21.4%--4.6%14.0%--
FCF growth (YoY)-29.9%----18.0%---102.9%-
FCF CAGR (5y)-8.8%-------10.2%-
Book value growth (YoY)-11.3%-54.7%-58.0%-58.8%-55.6%-16.3%-24.1%-30.0%-30.0%-

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-28.

Business segments

$2.18B total
Wendys U.S.$1.79B · 82.0%
Global Real Estate Development$238.81M · 11.0%
Wendys International$152.96M · 7.0%

Product / service

$2.69B total
Product$916.33M · 34.1%
Franchise Royalty Revenueand Fees$602.73M · 22.4%
Royalty$429.04M · 15.9%
Advertising$422.08M · 15.7%
Real Estate$235.75M · 8.8%
Franchise$84.10M · 3.1%

Geographic

$2.18B total
US$1.98B · 90.9%
Non Us$199.05M · 9.1%

Peer comparison

Same SIC group: Retail-Eating & Drinking Places

CompanyRevenue (last FY)Net marginROE
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%
SHAK$1.45B3.2%8.7%

Comparing Wendy's Co against the 5 most active filers in the same SIC group.

Dividends

$0.56/share trailing 12 months · -37.1% YoY

Ex-datePer share
Jun 1, 2026$0.1400
Mar 2, 2026$0.1400
Dec 1, 2025$0.1400
Sep 2, 2025$0.1400
Jun 2, 2025$0.1400
Mar 3, 2025$0.2500
Dec 2, 2024$0.2500
Sep 3, 2024$0.2500
Jun 3, 2024$0.2500
Feb 29, 2024$0.2500
Nov 30, 2023$0.2500
Aug 31, 2023$0.2500
May 31, 2023$0.2500
Feb 28, 2023$0.2500
Nov 30, 2022$0.1250
Aug 31, 2022$0.1250
May 31, 2022$0.1250
Mar 4, 2022$0.1250
Nov 30, 2021$0.1200
Aug 31, 2021$0.1200
May 28, 2021$0.1000
Mar 4, 2021$0.0900
Nov 30, 2020$0.0700
Aug 31, 2020$0.0500