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Nathan's Famous, Inc.(NATH)Earnings, Financials & Key Ratios
NATH•NASDAQ
$101.02
20.8× P/E·Price updated Jul 7, 2026
AboutNathan's Famous, Inc., together with its subsidiaries, operates in the foodservice industry. The company owns and franchises restaurants under the Nathan's Famous brand name, as well as sells products bearing the Nathan's Famous trademarks through various channels of distribution. It also has license agreements for the manufacture, distribution, marketing, and sale of Nathan's Famous branded hot dogs, sausages, and corned beef products in refrigerated consumer packages to be resold through retail channels, such as supermarkets, groceries, mass merchandisers, and club stores; and other Nathan's Famous branded refrigerated meat products in consumer packages to be resold through retail channels. In addition, the company has license agreements to manufacture Nathan's Famous branded hot dog and sausage products in bulk for use in the food service industry; for supplying Nathan's Famous natural casing and skinless hot dogs in bulk for use in the Nathan's Famous restaurant system; to manufacture proprietary spices; to produce and distribute sauerkraut and pickles; to produce and sell French fries and onion rings for retail sale; and to produce and sell miniature bagel dogs, franks-in-a-blanket, mozzarella sticks, and other hors d'oeuvres through club stores, supermarkets, and other retail food stores. Further, the company sells Nathan's products directly to foodservice operators or to various foodservice distributors, as well as provides Arthur Treacher's brand fish fillets. As of March 27, 2022, its restaurant system consisted of four company-owned units in the New York City metropolitan area; and 239 franchised units in 18 states and 12 foreign countries. Nathan's Famous, Inc. was founded in 1916 and is based in Jericho, New York.Show more
- Revenue$162M+9.4%
- EBITDA$31M-17.2%
- Net Income$20M-16.7%
- EPS (Diluted)4.85-17.4%
- Gross Margin29.62%-15.6%
- EBITDA Margin19.14%-24.3%
- Operating Margin18.57%-24.6%
- Net Margin12.35%-23.8%
NATH Price & Volume
Nathan's Famous, Inc. (NATH) stock price & volume — 10-year historical chart
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Margin Compression Challenges Nathan's Capital-Light Model
Investment Thesis • Updated 2025Q4
VerdictNeutral
Growth:Mixed
Profitability:Moderate
Financial:Strained
Cash Flow:Mixed
Primary Risk:Commodity Input Cost Volatility
Key Thesis Takeaways
- Nathan's Famous exhibits a unique capital-light licensing model that generates consistent royalty streams, yet the firm faces significant headwinds from persistent negative equity and volatile commodity input costs.
- While the company maintains sufficient liquidity with a 2.49 current ratio, the aggressive capital return strategy, evidenced by $12.3 million in dividends paid in 2025Q3, appears to outpace organic earnings growth.
- Investors should monitor the sustainability of these payouts against the backdrop of declining operating margins, which compressed from 30.7% in 2024Q1 to 13.4% in 2025Q4.
Verdict Logic
while the company maintains a 2.49 current ratio, the combination of a 21.05 P/E ratio and persistent negative equity suggests limited upside until operating margins stabilize above their current 13.4% level.
NATH Growth Metrics
Nathan's Famous, Inc. (NATH) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years4.85%
5 Years16.4%
3 Years7.41%
TTM9.37%
Profit CAGR
10 Years12.63%
5 Years12.57%
3 Years0.67%
TTM-16.67%
EPS CAGR
10 Years13.48%
5 Years12.51%
3 Years0.35%
TTM-17.52%
Return on Capital
10 Years56.12%
5 Years75.89%
3 Years91.67%
Last Year84.25%
NATH Recent Earnings
Nathan's Famous, Inc. (NATH) EPS & revenue vs analyst estimates — last 4 quarters
Q3 2026Latest
Jun 9, 2026Metric
Actual
Est
EPS
$0.68
—
Rev
$35M
—
Q1 2026
Feb 5, 2026Metric
Actual
Est
EPS
$0.75
—
Rev
$34M
—
Q4 2025
Nov 6, 2025Metric
Actual
Est
EPS
$1.26
—
Rev
$46M
—
Q3 2025
Aug 8, 2025Metric
Actual
Est
EPS
$2.16
—
Rev
$47M
—
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q3 2026Latest | Jun 9, 2026 | $0.68 | $35M |
| Q1 2026 | Feb 5, 2026 | $0.75 | $34M |
| Q4 2025 | Nov 6, 2025 | $1.26 | $46M |
| Q3 2025 | Aug 8, 2025 | $2.16 | $47M |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Nathan's Famous, Inc. (NATH)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $101.02 | $413.62M | 20.83 | 9.37% | 12.35% | — | 4.42% | |
| $6.60 | $122.1M | -5.04 | -3.07% | -2.23% | — | — | |
| $54.92 | $2.21B | 50.39 | 15.38% | 2.76% | 7.62% | — | |
| $10.38 | $2.87B | 16.48 | 16.43% | 20.69% | 18.54% | — | |
| $15.68 | $299.07M | -3.72 | -6.75% | 2.82% | — | — | |
| $187.03 | $12.29B | 30.66 | 9.39% | 6.85% | 27.87% | — |
Compare NATH vs Peers
Nathan's Famous, Inc. (NATH) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
NATH SEC Filings & Documents
Nathan's Famous, Inc. (NATH) SEC filings — annual & quarterly reports (10-K, 10-Q)
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NATH Frequently Asked Questions
Nathan's Famous, Inc. (NATH) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Nathan's Famous, Inc.'s revenue?
Nathan's Famous, Inc. (NATH) reported $162.1M in revenue for fiscal year 2025. This represents a 509% increase from $26.6M in 1996.
How fast is Nathan's Famous, Inc. growing?
Nathan's Famous, Inc. (NATH) grew revenue by 9.4% over the past year. This is steady growth.
Is NATH profitable?
Yes, Nathan's Famous, Inc. (NATH) is profitable, generating $20.0M in net income for fiscal year 2025 (12.4% net margin).
Dividend & Returns
Does NATH pay dividends?
Yes, Nathan's Famous, Inc. (NATH) pays a dividend with a yield of 4.42%. This makes it attractive for income-focused investors.
What is Nathan's Famous, Inc.'s free cash flow?
Nathan's Famous, Inc. (NATH) generated $17.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.