Jack In The Box 2025 Q3 Earnings Strong Performance as Net Income Surges 118%

Jack In The Box (JACK) reported its fiscal 2025 Q3 earnings on August 6, 2025, delivering a notable turnaround in profitability. The results beat expectations with a dramatic improvement in net income and a positive EPS, despite a decline in overall revenue. The company has not issued updated guidance for the current quarter but expressed cautious optimism for future performance.

Revenue
Jack In The Box’s total revenue for Q3 2025 declined by 9.8% year-over-year to $332.99 million. Company-owned restaurant sales accounted for the largest portion of revenue at $140.93 million, followed by franchise rental revenue of $85.13 million. Franchise royalties and marketing fees contributed $50.55 million and $49.48 million, respectively, while technology and sourcing fees totaled $4.68 million. Additional services, including franchise fees, added a further $2.22 million to the company’s overall revenue.

Earnings/Net Income
The company returned to profitability, reporting earnings per share (EPS) of $1.16 in Q3 2025, compared to a loss of $6.29 per share in the prior year period—a 118.4% positive swing. Net income surged to $22.03 million, reversing a $122.30 million net loss in Q3 2024, representing a 118.0% improvement. The strong turnaround underscores Jack In The Box’s operational resilience and long-term profitability.

Price Action
Shares of Jack In The Box fell 3.27% on the latest trading day, declined 6.14% for the week, and were down 4.15% month-to-date, reflecting market caution ahead of the earnings report.

Post-Earnings Price Action Review
A strategy of buying Jack In The Box shares following quarterly revenue improvements and holding for 30 days has underperformed significantly over the past three years. It generated a return of -76.31% compared to a 48.58% return for the benchmark index. The strategy also exhibited a Sharpe ratio of -0.89 and a maximum drawdown of 0.00%, highlighting its high risk and poor relative performance.

CEO Commentary
Lance Tucker, Jack In The Box’s CEO, acknowledged the challenging macroeconomic environment but expressed confidence in the company’s ability to regain momentum. He emphasized the importance of innovation, value offerings, and guest experience to drive performance, while continuing progress under the “JACK on Track” plan. Tucker outlined plans to simplify the business model to support sustainable long-term growth and enhance shareholder value.

Guidance
The company has not issued specific quantitative guidance for Q4 2025 or beyond. However, management signaled cautious optimism, noting the potential for a rapid recovery in performance as strategic initiatives unfold.

Additional News
On August 7, 2025, one day after the earnings report, Jack In The Box released additional news titled *“Jack in the Box 2025财年第三季度财报显示每股收益不及…”*. The content, however, appears to be a placeholder or technical error page, requiring JavaScript and cookies to access further details. No concrete non-earnings related news—such as mergers and acquisitions, executive changes, or shareholder returns—has been confirmed for the period. The lack of specific details highlights the need for further clarification from the company or updated sources.