The stock is likely to react negatively to the earnings and revenue miss, despite the dividend announcement. Traders should monitor the sustainability of the core royalty revenue growth, which increased 8.4% YoY, as a key indicator of future performance.
Price Chart
Executive Summary
Winmark reported Q1 2026 earnings with diluted EPS of $2.50, missing consensus by $0.01, and revenue of $20.85M, below estimates. The company also announced a $1.02 per share quarterly dividend. Net income declined 7% year-over-year, primarily due to a $2.3M decline in leasing income from the prior year's litigation settlement.
Key Financial Metrics
Key Facts
- Q1 2026 diluted EPS was $2.50, missing consensus of $2.70 by $0.01
- Q1 2026 revenue was $20.85M, below consensus of $21.1M
- Net income declined 7% YoY to $9.25M, down from $9.96M in Q1 2025
- Leasing income dropped to $0 from $2.3M in Q1 2025 due to the absence of a prior year's litigation settlement
- Company announced a $1.02 per share quarterly dividend
- Franchise count increased to 1,383, up from 1,377 in the prior year
Financial Impact
Revenue miss of $250K and EPS miss of $0.01, with net income down 7% YoY
Risk Factors
- Reliance on non-recurring income sources like litigation settlements
- Potential for continued margin pressure as SGA expenses increased despite flat revenue
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000908315-26-000016 |
| Document: wina-20260415x8k.htm | 0000908315-26-000016 |
| Document: wina-20260415xex99d2.htm | 0000908315-26-000016 |
| Document: 0000908315-26-000016-index-headers.html | 0000908315-26-000016 |
| Document: 0000908315-26-000016-index.html | 0000908315-26-000016 |
| Document: 0000908315-26-000016.txt | 0000908315-26-000016 |
| 8-K Data (Synthetic) | 0000908315-26-000016 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 15, 2026 11w ago | 8-K | $376.76 $345.59 | ▼ −8.27% | ▼ −10.62% | $297.69 (−20.99%) |
May 6, 2026 21w ago | 8-K | $371.53 $375.70 | ▲ +1.12% | ▼ −1.66% | $297.69 (−19.87%) |
Apr 15, 2026 24w ago | 8-K | $379.21 $360.36 | ▲ +4.97% | ▲ +11.01% | $297.69 (+21.50%) |
Mar 3, 2026 30w ago | Insider Cluster | $480.67 $427.55 | ▲ +11.05% | ▲ +6.65% | $297.69 (+38.07%) |
US Market Status
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