DRIDarden Restaurants

Consumer discretionary · Restaurants · NYSE

Headquarters: Orlando, FL
CEO: Ricardo Cardenas
Next results: around Dec 17, 2026

RevenueFY2017–26 $13.2B+9.4% Highest in 10 years 10-K FY2026 · XBRL Net incomeFY2017–26 $1.2B+15.0% Highest in 10 years 10-K FY2026 · XBRL Free cash flowFY2017–26 $1.1B+5.3% Highest in 10 years 10-K FY2026 · XBRL Operating marginFY2017–26 12.0%+0.7 pts 9.4% in FY2017 10-K FY2026 · XBRL

What changed

10-K filed Jul 24, 2026 against Jul 18, 2025

Area	What changed	Source
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.

What's new, in their words

10-K filed Jul 24, 2026

Paragraphs in Risk Factors that were not in the 10-K filed 2025-07-18. Quoted as filed.

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.
10-K, Item 1A

All 5 new paragraphs →

Accounting checks

latest 10-K

10 of 11 clear 1 worth a look. Checks, not verdicts.

!
Receivables growing faster than revenueReceivables +38.5% vs revenue +9.4% (+29.1 pts)
✓
Cash from operations $1.9B vs net income $1.2B (FY ending 2026-05-31)
✓
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

How each check works, with sources →

In the last 30 days

All filings →

Oct 23, 20268-K Material agreement signed, Material agreement ended, New debt or obligation 8-K items 1.01, 1.02, 2.03

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