Portillo's Inc. (PTLO)

From the record

Portillo's Inc.'s filings since 2021 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Portillo's Inc.'s 7 filed years say what it did: revenue went from $479 million in fiscal 2019 to $732 million in fiscal 2025, up 7.3% a year; it rose in 5 of 6 years; the deepest fall was 5% from fiscal 2019 to fiscal 2020; net income was positive in 4 of 7 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-28, Portillo's Inc.'s diluted share count grew about 18.4% a year, and dividends and buybacks returned about 0% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 0 sales and 3 purchases of their own stock on the open market in the year to 2026-11-02, buying about $2 million (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-28, Portillo's Inc. earned about 4 cents of profit for every dollar of shareholders' money. Leverage: it owed about 69 cents per dollar of assets, and net share issuance: its share count grew 11.1% over the year (the filed statements).

From the record

Portillo's Inc.'s standing among 43 graded names in its industry family: revenue of $732 million in fiscal 2025 ranks in the bottom 43% by size; a net margin of 2.6% ranks in the top 43%; revenue growth of 7.6% a year over the last 3 filed years ranks in the top 45% (its annual reports).

From the record

Portillo's Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Patterson, Brett (President & CEO, as filed), filing under that title since 2026-02-24, 9 months (bottom 20% of its family); the 19 officers and directors filing in the last fifteen months have been on the record a median of 3.2 years (bottom 16%); 15 officer or director changes were reported on Form 8-K since 2023-11-13, against the 19 people in charge now (bottom 29%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Portillo's Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $20 million against debt of $334 million leaves -19.6% of its assets as net cash, bottom 35% of its family; cash from operations less capital spending is -2.5% of revenue (bottom 25%) (its annual report).

From the record

Portillo's Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 7.6% a year over the last three filed years against 7.3% over all 7, speeding up (top 44% of its family); the newest year grew 3% (bottom 35%); capital spending grew 24.2% a year (top 13%) (its annual reports). Portillo's Inc. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

From the record

Portillo's Inc.'s newest year against its own record: revenue of $732 million in fiscal 2025 came in 6.3% below the $781 million its prior three years' pace pointed to (bottom 27% of its family); net income of $19 million against a prior three-year average of $20 million (top 45%); a net margin of 2.6% against 2.9% before (top 42%) (its annual reports).