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Screener / SEC EDGAR /CIK 0000940944 /10-K filed Jul 24, 2026, compared with Jul 18, 2025 /Numbers from the XBRL of the 10-Ks
Consumer discretionary peers:
ULTACMGABNBDRIHLTLVS
NYSE Consumer discretionary · Restaurants

Darden Restaurants DRI

DRI quote by TradingView
Headquarters
Orlando, FL
CEO
Ricardo Cardenas
Next results
around Dec 17, 2026
Compare with peers Embed

Where each dollar of revenue went, FY2026

Revenue of $13.2B through the costs to a net profit of $1.2B · income statement of the 10-K

12% operating margin
Revenue to Gross profit: $2.7BRevenue to Cost of revenue: $10.5BGross profit to Operating profit: $1.6BGross profit to Operating expenses: $1.1BOperating profit to Net profit: $1.2BOperating profit to Tax & other: $376.1M Revenue: $13.2B REVENUE $13.2B +9% Y/Y Gross profit: $2.7B · 20% margin GROSS PROFIT $2.7B 20% margin · +8% Y/Y Cost of revenue: $10.5B · 80% of revenue COST OF REVENUE $10.5B 80% of revenue Operating profit: $1.6B · 12% margin OPERATING PROFIT $1.6B 12% margin · +16% Y/Y Operating expenses: $1.1B · 8% of revenue OPERATING EXPENSES $1.1B 8% of revenue Net profit: $1.2B · 9% margin NET PROFIT $1.2B 9% margin · +15% Y/Y Tax & other: $376.1M · 3% of revenue TAX & OTHER $376.1M 3% of revenue
Gross profit $2.7B 20% margin · +8% Y/Y
Operating profit $1.6B 12% margin · +16% Y/Y
Net profit $1.2B 9% margin · +15% Y/Y
The full income statement, year by year

DRI among Consumer discretionary peers

Six ratios from the latest 10-K. Each corner is the share of 46 peers the company is above, not a score.

Compare
Revenue growth: 9.4%, above 74% of 46 peers (their median 5.2%) REVENUE GROWTH 9.4% · above 74% Gross margin: 20.3%, above 13% of 30 peers (their median 42.2%) GROSS MARGIN 20.3% · above 13% Operating margin: 11.7%, above 28% of 39 peers (their median 16.0%) OPERATING MARGIN 11.7% · above 28% Net margin: 8.8%, above 37% of 46 peers (their median 11.0%) NET MARGIN 8.8% · above 37% FCF margin: 7.9%, above 32% of 44 peers (their median 9.5%) FCF MARGIN 7.9% · above 32% Return on capital: 29.5%, above 75% of 24 peers (their median 22.1%) RETURN ON CAPITAL 29.5% · above 75%
DRI Peer median Below the median

What changed

5 new risk paragraphs and 1 accounting fact worth reading about. 10-K filed Jul 24, 2026 against Jul 18, 2025.

Risk factors
5 new paragraphs, nothing like them in the previous 10-K
10-K Item 1A
Receivables growing faster than revenue
Receivables +38.5% vs revenue +9.4% (+29.1 pts)
10-K · XBRL
Accounting checks
10 other checks clear, 1 worth a look
10-K · XBRL
Insiders
No open-market buys in the last 90 days
Form 4
Filings
1 in the last 30 days
EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

Accounting checks

11 checks on the latest 10-K. Checks, not verdicts.

How it works

1fact worth reading about the other 10 checks found nothing to note

  • Receivables growing faster than revenue
    Receivables +38.5% vs revenue +9.4% (+29.1 pts)
  • Cash from operations $1.9B vs net income $1.2B (FY ending May 31, 2026)
9 more checks with nothing to note
  • Inventory +4.7% vs revenue +9.4% (-4.7 pts)
  • Same auditor in both 10-Ks: KPMG LLP
  • No statement of substantial doubt about going concern
  • No 8-K item 4.02 in the last 2 years
  • No NT 10-K or NT 10-Q in the last 2 years
  • The same matters as last year: Evaluation of Long-Lived Assets for Impairment
  • No sentence in the 10-K concludes that controls were not effective because of a material weakness
  • No 8-K item 2.06 in the last 2 years
  • No 8-K item 1.03 in the last 2 years

In their words

5 paragraphs in Risk Factors that were not in the 10-K filed Jul 18, 2025. Quoted as filed.

All 5 new paragraphs
  1. Item 1A · new paragraph · not in the 10-K filed Jul 18, 2025 10-K, ITEM 1A
    In addition, our ability to offset the effects of inflation through pricing actions may be constrained by competitive dynamics and consumer demand sensitivity, and if menu pricing does not sufficiently offset rising costs or adversely affects guest traffic, our operating margins and results of operation could be adversely affected.
  2. Item 1A · new paragraph · not in the 10-K filed Jul 18, 2025 10-K, ITEM 1A
    The restaurant industry is subject to extensive federal, state, local, and international laws and regulations. The development and operation of restaurants depends on the selection and acquisition of suitable sites to a significant extent, which are subject to
  3. Item 1A · new paragraph · not in the 10-K filed Jul 18, 2025 10-K, ITEM 1A
    Consumers are continually changing health and dietary preferences. As a result, our diverse portfolio of restaurant brands is continually challenged to evolve our menu offerings to appeal to these changing customer preferences, while maintaining our

New risk paragraphs, against peers

Latest 10-K of each, Consumer discretionary companies closest in revenue

Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.

Financial performance

Last 4 fiscal years · 10-K XBRL

All years
MetricFY2023FY2024FY2025FY2026
Revenue$10.5B$11.4B$12.1B$13.2B
Net income$981.9M$1.0B$1.0B$1.2B
Operating cash flow$1.6B$1.6B$1.7B$1.9B
Free cash flow$987.9M$1.0B$1.1B$1.1B

Revenue, FY2017 to FY2026

Ten fiscal years, each from its own 10-K · XBRL · USD

$13.2B ▲ 9.4% in FY2026

FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025FY2026
Every number, year by year

Recent filings

1 filing in the last 30 days · SEC EDGAR

All filings

About the company

Darden Restaurants, Orlando, FL · from the 10-K filed Jul 24, 2026

Darden Restaurants, Inc. (“Darden,” the “Company,” “we,” “us,” or “our”) is a full-service restaurant company, and as of May 31, 2026, we owned and operated 2,202 restaurants through subsidiaries in the United States under the Olive Garden®, LongHorn Steakhouse®, Yard House®, Ruth’s Chris Steak House® (“Ruth’s Chris”), Cheddar’s Scratch Kitchen®, The Capital Grille®, Chuy’s®, Seasons 52®, Eddie V’s Prime Seafood® (“Eddie V’s”), Bahama Breeze®, and The Capital Burger® trademarks.

Headquarters
Orlando, FL
Country
United States
Reports in
USD
Listed on
NYSE
Fiscal year ends
May 30
Last results
Sep 24, 2026
Incorporated in
FL

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Sources

The 10-K filed Jul 24, 2026 (open at SEC), compared with the 10-K filed Jul 18, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.

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