NATH

Record Q1: Smithfield reported adjusted operating profit of $339 million and adjusted net income of $251 million (adjusted EPS $0.64), driven by strong Packaged Meats results—Packaged Meats posted $275 million operating profit on $2.1 billion in sales with volume and price gains. Management reaffirmed full-year guidance but warned of sustained input inflation (notably beef, turkey, freight and packaging) and macro uncertainty from the Middle East conflict, and is countering pressures with pricing, productivity, hedging and targeted promotions. Financial position remains solid with $3.7 billion liquidity and net leverage of 0.4x EBITDA; the company continues shareholder returns (quarterly dividend $0.3125; annual target $1.25) and said the Nathan’s Famous acquisition closing is delayed to H2 2026 due to CFIUS timing. Interested in Smithfield Foods, Inc.? Here are five stocks we like better. 3 Quiet Outperformers Boosting Dividends as Markets Retreat Smithfield Foods (NASDAQ:SFD) reported record first-quarter fiscal 2026 results, driven by strength in its Packaged Meats business and continued execution across its vertically integrated model. Management said the company is reaffirming its full-year guidance, while acknowledging ongoing cost inflation and macro uncertainty tied to the Middle East conflict. President and CEO Shane Smith said the company delivered “record first quarter adjusted operating profit of $339 million and adjusted operating profit margin of 8.9%,” attributing the performance to “disciplined execution of our long-term strategies, particularly in Packaged Meats.” → Pipelines and Automation: 2 Energy Plays Built for Any Oil Price Smithfield Foods Roasts Q4 Estimates: Is a $30 Price Handle Near? CFO Mark Hall said consolidated first-quarter sales were $3.8 billion, up 1% year-over-year, and noted results were affected by a $155 million headwind from “non-recurring Hog Production sales to our joint venture partners in the prior year.” Excluding those one-time sales, Hall said consolidated sales increased 5% versus a year ago. On the bottom line, Hall said adjusted net income was a record $251 million, up 11% from $227 million a year earlier, while adjusted diluted EPS increased 10% to $0.64 per share. → Homebuilder Earnings: D.R. Horton Sticks Out as Pulte & NVR Sales Tank The Hot Dog Hedge: Smithfield Acquires Nathan’s Famous By segment, mana...

Smithfield delivered a record 2025 — adjusted operating profit rose 30% to $1.3 billion, adjusted net income was $1.0 billion with adjusted EPS of $2.55, and the company completed an IPO in January as part of a multi‑year repositioning. Performance was broad‑based: Packaged Meats posted its fourth straight year above $1 billion in operating profit despite $525 million of higher raw‑material costs, Fresh Pork earned $209 million, and Hog Production returned $176 million — its best year since 2014 even after rightsizing production. Management is deploying capital aggressively — agreeing to buy Nathan’s Famous at $102 per share, proposing up to a $1.3 billion Sioux Falls processing investment, and maintaining strong liquidity with a target ~ $1.25 annual dividend in 2026 (net debt/EBITDA ~0.3x). Interested in Smithfield Foods, Inc.? Here are five stocks we like better. The Hot Dog Hedge: Smithfield Acquires Nathan’s Famous Smithfield Foods (NASDAQ:SFD) executives used the company’s fourth-quarter 2025 earnings call to highlight what they described as a “record” year for profit and cash generation, while also laying out a 2026 outlook that assumes continued margin expansion amid a cautious consumer backdrop and a volatile geopolitical environment. President and CEO Shane Smith said 2025 marked “an outstanding year,” citing solid execution that drove record profits, expanded margins, and increased cash flow. Smith noted the company returned to U.S. public markets through an IPO in January, calling the current business a “new Smithfield” after a multiyear transformation that included streamlining the packaged meats portfolio, exiting non-core and high-cost operations, accelerating automation, and reshaping company culture around profitable growth. → Active ETFs Surge Past Passive, and These Are in the Lead A Fresh IPO That Long-Term Investors Shouldn’t Ignore On a consolidated basis, Smith said adjusted operating profit rose 30% to $1.3 billion and adjusted operating margin expanded to 8.6% from 7.2% in 2024. CFO Mark Hall added that sales increased 7% in the fourth quarter and 10% for the full year, driven by higher market prices across the pork value chain and what he described as packaged meats pricing discipline supported by “innovation and brand power.” Hall reported record fourth-quarter adjusted operating profit of $402 million and fourth-quarter adjusted n...

JERICHO, N.Y. (AP) — JERICHO, N.Y. (AP) — Nathan's Famous Inc. (NATH) on Thursday reported earnings of $3.1 million in its fiscal third quarter. On a per-share basis, the Jericho, New York-based company said it had net income of 75 cents. The hot dog chain posted revenue of $34.3 million in the period. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on NATH at https://www.zacks.com/ap/NATH

Declares Quarterly Cash Dividend Of $0.50 Per Share JERICHO, N.Y., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Nathan's Famous, Inc. (“Nathan’s”, the “Company”, “we”, “us” or “our”) (NASDAQ:NATH) today reported results for its third fiscal quarter ended December 28, 2025. For the thirteen-week period ended December 28, 2025 (“third quarter fiscal 2026”): Revenues were $34,312,000 as compared to $31,519,000 during the thirteen weeks ended December 29, 2024; Income from operations was $5,127,000 as compared to $6,752,000 during the thirteen weeks ended December 29, 2024; Adjusted EBITDA1, a non-GAAP financial measure, was $5,967,000 as compared to $7,479,000 during the thirteen weeks ended December 29, 2024; Income before provision for income taxes was $4,748,000 as compared to $6,059,000 during the thirteen weeks ended December 29, 2024; Net income was $3,084,000 as compared to $4,484,000 during the thirteen weeks ended December 29, 2024; and Earnings per diluted share was $0.75 per share as compared to $1.10 per share during the thirteen weeks ended December 29, 2024. For the thirty-nine weeks ended December 28, 2025 (“fiscal 2026”): Revenues were $126,997,000 as compared to $117,395,000 during the thirty-nine weeks ended December 29, 2024; Income from operations was $25,420,000 as compared to $30,129,000 during the thirty-nine weeks ended December 29, 2024; Adjusted EBITDA1, a non-GAAP financial measure, was $27,778,000 as compared to $32,110,000 during the thirty-nine weeks ended December 29, 2024; Income before provision for income taxes was $24,026,000 as compared to $26,942,000 during the thirty-nine weeks ended December 29, 2024; Net income was $17,211,000 as compared to $19,791,000 during the thirty-nine weeks ended December 29, 2024; and Earnings per diluted share was $4.17 per share as compared to $4.84 per share during the thirty-nine weeks ended December 29, 2024. The Company also reported the following: License royalties decreased to $28,993,000 during the thirty-nine weeks ended December 28, 2025, (“fiscal 2026 period”) as compared to $29,517,000 during the thirty-nine weeks ended December 29, 2024. During the fiscal 2026 period, royalties earned under the retail agreement, including the foodservice program, from Smithfield Foods, Inc., decreased 2% to $26,315,000 as compared to $26,751,000 of royalties earned during the thirty-nine weeks ended December 2...

Shares of Nathan’s Famous, Inc. NATH have lost 9.9% since the company released results for the quarter ended Sept. 28, 2025, notably lagging the S&P 500 Index’s 0.8% gain over the same period. Over the past month, the stock has slipped 9.1%, while the broader index has advanced 3.6%, underscoring continued investor caution following the earnings announcement. Nathan’s Famous posted higher revenues but lower profitability in the second quarter of fiscal 2026. Quarterly revenues rose 11.1% to $45.7 million from $41.1 million a year earlier, driven primarily by growth in the Branded Product Program, but income from operations dropped 22.1% to $7.5 million from $9.6 million. Net income declined 13.8% to $5.2 million from $6 million, and diluted earnings per share fell 14.3% to $1.26 from $1.47. Segment results reflected mixed performance. Revenues in the branded product program increased 18.4% to $29 million from $24.5 million, product licensing revenue dipped 2.8% to $9.2 million from $9.5 million, and restaurant operations revenue improved 4.9% to $6.8 million from $6.5 million. Corporate revenue was essentially flat year over year. NATH delivered solid top-line growth in the Branded Product Program during the quarter, but at the cost of margin compression. For the 13 weeks ended Sept. 28, 2025, branded product revenue rose 18.4% to $29 million from $24.5 million, driven by roughly a 7% increase in hot dog volume and an 11% increase in average selling price versus the prior-year quarter. However, the cost of sales in this segment climbed 26.9% to $29.6 million from $23.3 million, reflecting a 20% rise in the average cost per pound of hot dogs due to higher beef and beef-trimmings prices. As a result, the Branded Product Program swung to an operating loss of $1.1 million against an operating income of $0.7 million a year earlier. Company-owned restaurants fared better on profitability. Quarterly restaurant sales increased 5.2% to $5.6 million from $5.3 million, supported by a 7% traffic increase at the Coney Island locations. Restaurant cost of sales was $2.8 million, or 50% of sales, slightly improved from 51% in the prior-year quarter. Food and paper costs as a percentage of company-owned restaurant sales declined to 23.8% from 24.2%, and labor and related costs as a percentage of company-owned restaurant sales eased to 25.7% from 26.5%, helped by menu price...

JERICHO, N.Y. (AP) — JERICHO, N.Y. (AP) — Nathan's Famous Inc. (NATH) on Thursday reported net income of $5.2 million in its fiscal second quarter. The Jericho, New York-based company said it had profit of $1.26 per share. The hot dog chain posted revenue of $45.7 million in the period. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on NATH at https://www.zacks.com/ap/NATH

Declares Regular Quarterly Cash Dividend Of $0.50 Per Share and Special Cash Dividend Of $2.50 Per Share JERICHO, N.Y., Nov. 06, 2025 (GLOBE NEWSWIRE) -- Nathan's Famous, Inc. (“Nathan’s”, the “Company”, “we”, “us” or “our”) (NASDAQ:NATH) today reported results for its second fiscal quarter ended September 28, 2025. For the thirteen-week period ended September 28, 2025 (“second quarter fiscal 2026”): Revenues were $45,687,000 as compared to $41,109,000 during the thirteen weeks ended September 29, 2024; Income from operations was $7,502,000 as compared to $9,632,000 during the thirteen weeks ended September 29, 2024; Adjusted EBITDA1, a non-GAAP financial measure, was $8,280,000 as compared to $10,350,000 during the thirteen weeks ended September 29, 2024; Income before provision for income taxes was $7,021,000 as compared to $8,099,000 during the thirteen weeks ended September 29, 2024; Net income was $5,199,000 as compared to $6,030,000 during the thirteen weeks ended September 29, 2024; and Earnings per diluted share was $1.26 per share as compared to $1.47 per share during the thirteen weeks ended September 29, 2024. For the twenty-six weeks ended September 28, 2025 (“fiscal 2026”): Revenues were $92,685,000 as compared to $85,876,000 during the twenty-six weeks ended September 29, 2024; Income from operations was $20,293,000 as compared to $23,377,000 during the twenty-six weeks ended September 29, 2024; Adjusted EBITDA1, a non-GAAP financial measure, was $21,811,000 as compared to $24,631,000 during the twenty-six weeks ended September 29, 2024; Income before provision for income taxes was $19,278,000 as compared to $20,883,000 during the twenty-six weeks ended September 29, 2024; Net income was $14,127,000 as compared to $15,307,000 during the twenty-six weeks ended September 29, 2024; and Earnings per diluted share was $3.42 per share as compared to $3.74 per share during the twenty-six weeks ended September 29, 2024. The Company also reported the following: License royalties decreased to $21,608,000 during the twenty-six weeks ended September 28, 2025, (“fiscal 2026 period”) as compared to $22,412,000 during the twenty-six weeks ended September 29, 2024. During the fiscal 2026 period, royalties earned under the retail agreement, including the foodservice program, from Smithfield Foods, Inc., decreased 4% to $19,853,000 as compared to $20,605,000 of...

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even companies that have no revenue, no profit, and a record of falling short, can manage to find investors. But as Peter Lynch said in One Up On Wall Street, 'Long shots almost never pay off.' Loss-making companies are always racing against time to reach financial sustainability, so investors in these companies may be taking on more risk than they should. Despite being in the age of tech-stock blue-sky investing, many investors still adopt a more traditional strategy; buying shares in profitable companies like Nathan's Famous (NASDAQ:NATH). Now this is not to say that the company presents the best investment opportunity around, but profitability is a key component to success in business. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. If you believe that markets are even vaguely efficient, then over the long term you'd expect a company's share price to follow its earnings per share (EPS) outcomes. That makes EPS growth an attractive quality for any company. Over the last three years, Nathan's Famous has grown EPS by 17% per year. That's a good rate of growth, if it can be sustained. Top-line growth is a great indicator that growth is sustainable, and combined with a high earnings before interest and taxation (EBIT) margin, it's a great way for a company to maintain a competitive advantage in the market. While we note Nathan's Famous achieved similar EBIT margins to last year, revenue grew by a solid 6.4% to US$150m. That's a real positive. You can take a look at the company's revenue and earnings growth trend, in the chart below. For finer detail, click on the image. View our latest analysis for Nathan's Famous While profitability drives the upside, prudent investors always check the balance sheet, too. It should give investors a sense of security owning shares in a company if insiders also own shares, creating a close alignment their interests. Nathan's Famous followers will find comfort in knowing that insiders have a significant amount of capital that aligns their best interests with the wider shareholder group. Notably, they have an enviable stake in the company, worth US$133m. This totals to 30% of shares in the company. Enough to lead management's decision making process...

CBIZ, with its share price decline of 8% over the last week, presents an interesting case amidst broader market gains. While Nathan's Famous, Inc.'s Annual General Meeting announcing CBIZ CPAs P.C. as auditors was intended to solidify governance practices, it appears not to have buoyed market sentiment significantly, given the positive overall market climate. The record highs seen in major U.S. indices, boosted by stable inflation data and expectations of interest rate cuts, underscore the broader market optimism. However, CBIZ's downward movement stands as a contrast, suggesting factors specific to the company may have contributed to its recent market performance. We've identified 3 warning signs for CBIZ (1 is significant) that you should be aware of. Find companies with promising cash flow potential yet trading below their fair value. The recent decline in CBIZ's share price, despite broader market gains, underscores investor concerns unique to the company. While the announcement regarding their role as auditors for Nathan's Famous, Inc. might have been intended to shore up governance sentiment, it appears the market did not view this as a catalyst for short-term confidence. This disconnect supports the view that any near-term external positive news may have limited impact on the company's immediate share performance, especially without corresponding tangible improvements in operational metrics. Over a longer five-year period, CBIZ's total shareholder return of 142.30% signifies a robust performance, notably contrasting its one-year underperformance relative to the U.S. Professional Services industry, which posted a 2.2% return. The longer-term success highlights the company's ability to generate value over time, despite recent setbacks. The news related to the Marcum acquisition and shifting market trends potentially bolsters the company's revenue and earnings forecasts. Analysts' projections of a 10.9% annual revenue growth and rising profit margins remain crucial against these developments. Yet, current pricing pressures and reliance on acquisitions might pose risks to these forecasts. Considering the current share price of $55.73 and a price target of $95.0, there's a substantial 39.3% upside potential if analyst expectations are met. However, given the recent share price movement, investor skepticism may persist until CBIZ demonstrates consistent ope...

JERICHO, N.Y. (AP) — JERICHO, N.Y. (AP) — Nathan's Famous Inc. (NATH) on Friday reported net income of $8.9 million in its fiscal first quarter. On a per-share basis, the Jericho, New York-based company said it had net income of $2.16. The hot dog chain posted revenue of $47 million in the period. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on NATH at https://www.zacks.com/ap/NATH

Declares Quarterly Cash Dividend Of $0.50 Per Share JERICHO, N.Y., Aug. 08, 2025 (GLOBE NEWSWIRE) -- Nathan's Famous, Inc. (“Nathan’s”, the “Company”, “we”, “us” or “our”) (NASDAQ:NATH) today reported results for its first fiscal quarter ended June 29, 2025. For the thirteen-week period ended June 29, 2025 (“first quarter fiscal 2026”): Revenues were $46,998,000 as compared to $44,767,000 during the thirteen weeks ended June 30, 2024; Income from operations was $12,791,000 as compared to $13,745,000 during the thirteen weeks ended June 30, 2024; Adjusted EBITDA1, a non-GAAP financial measure, was $13,531,000 as compared to $14,281,000 during the thirteen weeks ended June 30, 2024; Income before provision for income taxes was $12,257,000 as compared to $12,784,000 during the thirteen weeks ended June 30, 2024; Net income was $8,928,000 as compared to $9,277,000 during the thirteen weeks ended June 30, 2024; and Earnings per diluted share was $2.16 per share as compared to $2.27 per share during the thirteen weeks ended June 30, 2024. The Company also reported the following: License royalties decreased to $12,381,000 during the first quarter fiscal 2026 as compared to $12,921,000 during the thirteen weeks ended June 30, 2024. During the first quarter fiscal 2026, royalties earned under the retail agreement, including the foodservice program, from Smithfield Foods, Inc., decreased 4.5% to $11,464,000 as compared to $12,010,000 of royalties earned during the thirteen weeks ended June 30, 2024. In the Branded Product Program, which features the sale of Nathan’s hot dogs to the foodservice industry, sales increased by $2,929,000 to $29,075,000 during the first quarter fiscal 2026 as compared to $26,146,000 during the thirteen weeks ended June 30, 2024. Our average selling price, which is partially correlated to the beef markets, increased by approximately 8% as compared to the prior year period. Income from operations decreased by $224,000 to $2,276,000 during the first quarter fiscal 2026 as compared to $2,500,000 for the thirteen weeks ended June 30, 2024, due to an increase in the cost of beef and beef trimmings. Sales from Company-owned restaurants were $3,986,000 during the first quarter fiscal 2026 as compared to $4,199,000 during the thirteen weeks ended June 30, 2024. Sales were negatively impacted due to a decrease in customer traffic, especially at our t...

Shares of Nathan's Famous, Inc. NATH have gained 3.7% since the company reported its earnings for the quarter ended March 30, 2025. This compares favorably to the S&P 500 Index’s 0.5% rise over the same period. Over the past month, NATH’s stock has risen 11.9%, significantly outpacing the S&P 500’s 2.6% increase. For the fiscal year ended March 30, 2025, Nathan’s Famous reported revenues of $148.2 million, representing a 6.9% increase from $138.6 million in fiscal 2024. Net income rose 22.5% to $24 million from $19.6 million in the prior year. Earnings per diluted share (EPS) grew 22.3% to $5.87 from $4.80 a year ago. NATH’s adjusted EBITDA improved 12.5% to $39.2 million from $34.8 million in fiscal 2024. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.) For the fourth quarter of fiscal 2025, revenue grew 6.2% to $30.8 million from $28.9 million, despite the quarter being one week shorter than the year-ago period. Net income for the quarter was $4.2 million, an 8.3% year-over-year increase from $3.9 million, while diluted EPS improved 7.3% to $1.03 from $0.96. NATH’s adjusted EBITDA declined 2.6% to $7.1 million from $7.3 million in the year-ago period. Branded Product Program revenues climbed 6.2% to $91.8 million in fiscal 2025 from $86.5 million in fiscal 2024, driven by a 1.2% increase in volume of hot dogs sold and a 5% increase in average selling price, which is partially correlated to beef markets. However, segment income from operations dropped 13.9% to $7.1 million from $8.3 million due to a 7% rise in beef and beef trimmings costs. Branded Product Program revenues were $20 million in fourth-quarter fiscal 2025, up 9.7% from the year-ago quarter’s $18.3 million. Product Licensing revenue grew 11.4% to $37.4 million from $33.6 million, with Smithfield Foods contributing the bulk — $33.6 million, up 11.7% from last year’s $30.1 million. Segment income from operations surged 11.5% to $37.2 million from $33.4 million, making licensing the most profitable segment. Product Licensing revenues were $7.9 million in fourth-quarter fiscal 2025, up 5.3% from the year-ago quarter’s $7.5 million. Restaurant Operations revenue saw a 2.4% increase to $16.9 million from $16.5 million. Despite inflationary pressures, the segment's income from operations rose 46.4% to $2.4 million from $1.7 million, supported by stronger performance at the Con...