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Papa John's International, Inc.

Papa John's International, Inc.

NASDAQ•PZZA
CEO: Mr. Ravi Thanawala
セクター: Consumer Cyclical
業種: Restaurants
上場日: 1993-06-08
Papa John's International, Inc. operates and franchises pizza delivery and carryout restaurants under the Papa John's trademark in the United States and internationally. The company operates through four segments: Domestic Company-Owned Restaurants, North America Commissaries, North America Franchising, and International Operations. It also operates dine-in and delivery restaurants under the Papa John's trademark internationally. Papa John's International, Inc. was founded in 1984 and is based in Louisville, Kentucky.
連絡先情報
2002 Papa John’s Boulevard, Louisville, KY, 40299-2367, United States
502-261-7272
www.papajohns.com/international
時価総額
$1.05B
PER (TTM)
27.5
65.8
配当利回り
5.7%
52週高値
$55.74
52週安値
$30.16
52週レンジ
7%
順位32Top 23.6%
4.9
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.9 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q3 2025 データ

売上高

$508.15M+0.27%
直近4四半期の推移

EPS

$0.14-89.06%
直近4四半期の推移

フリーCF

$18.90M-590.96%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Total Revenue Growth Total revenues reached $1.56B for nine months, marking 1.8% growth year-to-date compared to prior period.
Operating Cash Flow Surge Operating cash flow significantly increased to $106.2M for nine months, nearly doubling prior year's $55.9M.
International Sales Strength International comparable sales grew 4.7% for nine months, reflecting operational improvement across global markets.
Adjusted EBITDA Stable Total adjusted EBITDA was $173.0M for nine months, showing a slight 2.0% decrease year-to-date.

リスク要因

Net Income Plunge Net income attributable to the Company fell sharply to $23.5M for nine months, a 65.8% decrease YTD.
Technology Asset Write-downs Accelerated depreciation recognized $6.1M charge in Q3 2025 due to technology asset retirement plans.
Restructuring Costs Incurred International Transformation Plan incurred $4.9M in restructuring costs year-to-date, with remainder expected in 2025.
Tornado Related Expenses Incurred costs related to tornado damage, partially offset by anticipated insurance recoveries during the nine months.

見通し

Anticipated JV Sale Closing Expect closing of 70% JV sale in Q4 2025, projecting $15M to $20M pre-tax gain upon completion.
Increased Marketing Investment Plan incremental $25M marketing investment throughout 2025 to boost value perception and loyalty experience.
Cost Structure Review Savings Ongoing review targeting at least $25M in savings across fiscal years 2026 and 2027 by streamlining organization.
Accelerated Refranchising Plan Plan to accelerate domestic refranchising program over the next two years, starting with 85 restaurant JV sale.

同業比較

売上高 (TTM)

Kohl's CorporationKSS
$15.75B
-6.1%
Arcos Dorados Holdings Inc.ARCO
$4.56B
+1.2%
Topgolf Callaway Brands Corp.MODG
$4.06B
-3.6%

粗利益率 (最新四半期)

Tripadvisor, Inc.TRIP
92.6%
+1.4pp
Mister Car Wash, Inc.MCW
70.9%
+12.1pp
Topgolf Callaway Brands Corp.MODG
70.1%
+2.5pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
MODG$2.70B-1.8-61.4%58.8%
KSS$2.12B10.95.0%48.1%
MCW$1.93B20.98.8%29.8%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-1.4%
横ばい
4四半期純利益CAGR
-31.7%
収益性の低下
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年2月26日
|
EPS:$0.33
|
売上高:$517.37M
財務レポート
財務データ
全年度

  • Form 10-Q - Q3 2025

    会計期末: 2025年9月28日|提出日: 2025年11月6日|
    売上高: $508.15M+0.3%
    |
    EPS: $0.14-89.1%
    予想を下回る

  • Form 10-Q - Q2 2025

    会計期末: 2025年6月29日|提出日: 2025年8月7日|
    売上高: $529.17M+4.2%
    |
    EPS: $0.28-24.3%
    予想を下回る

  • Form 10-Q - Q1 2025

    会計期末: 2025年3月30日|提出日: 2025年5月8日|
    売上高: $518.31M+0.9%
    |
    EPS: $0.28-37.8%
    予想を下回る

  • Form 10-K - FY 2024

    会計期末: 2024年12月29日|提出日: 2025年2月27日|
    売上高: $2.06B-3.6%
    |
    EPS: $2.55+2.4%
    予想を上回る

  • Form 10-Q - Q3 2024

    会計期末: 2024年9月29日|提出日: 2024年11月7日|
    売上高: $506.81M-3.1%
    |
    EPS: $1.28+161.2%
    予想を上回る

  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年8月8日|
    売上高: $507.89M-1.3%
    |
    EPS: $0.37-32.7%
    予想を下回る

  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年5月9日|
    売上高: $513.92M-2.5%
    |
    EPS: $0.45-31.8%
    予想を下回る

  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年2月29日|
    売上高: $2.14B+1.6%
    |
    EPS: $2.49+31.1%
    予想を上回る