NATHANS FAMOUS, INC. (NATH) Form 8-K — Aug 7, 2026
Nathan's Famous reported first quarter fiscal 2027 revenue of $54.1 million, up 15% from $47.0 million a year earlier, while net income slipped about 1% to $8.8 million and diluted EPS came in at $2.14 versus $2.16. Growth was largely price-driven: branded program sales rose to $35.0 million on roughly 8% higher hot dog volume and 17% higher selling prices, but segment operating income fell about 42% to $1.3 million because beef costs jumped 22%. Smithfield-related licensing royalties climbed 10% to $12.6 million, keeping overall profitability roughly flat with Adjusted EBITDA of $13.6 million, and the company paid its regular $0.50 per share dividend on June 30, 2026.
Key figures
- Eps
- 2.14
- Revenue
- 54062000
- Net Income
- 8829000
- Revenue Yoy
- approximately +15% (calculated from stated revenues of $54,062,000 vs $46,998,000)
- Deal Value Usd
- approximately $450 million (enterprise value of pending Smithfield Foods merger)
- Ebitda
- 13040000
- Basic eps
- 2.16
- Adjusted ebitda
- 13615000
- Beef cost increase
- 22%
- Dividend per share
- 0.5
- Prior year revenue
- 46998000
- Income before taxes
- 12163000
- Smithfield royalties
- 12617000
- Branded program sales
- 35039000
- Expected merger close
- second half of 2026
- Hot dog volume growth
- approximately 8%
- Prior year net income
- 8928000
- Income from operations
- 12668000
- Merger price per share
- 102
- Prior year diluted eps
- 2.16
- Smithfield royalty growth
- 10%
- Franchise operations revenue
- 1074000
- Average selling price increase
- approximately 17%
- Company owned restaurant sales
- 3951000
- Branded program operating income
- 1330000
Price after filing
Close on the filing date to close N calendar days later (from $99.00). Historical, not a forecast.
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