The headline numbers for Yum (YUM) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
YUM's asset-light franchised model supports gross margins in a 44% to 49% band and operating margins generally near 28% to 34%, with free cash flow margins holding around 17% to 23% and the latest quarter at 18.9%.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has been uneven, moving from roughly 4.5% to 16% before settling near 3.7% in the latest quarter, while gross margins held within a 44% to 49% band and net margins swung as high as 79.0%, which may reflect non-recurring items rather than durable operating improvement.
Yum! Brands has a strong competitive advantage, as indicated by its wide moat, which supports long-term profitability and market dominance.
Vanguard Group is the top holder with 14% ownership, reflecting confidence from major institutional investors.
YUM's trailing and forward P/E ratios of 29.29 and 24.33 suggest reasonable valuation relative to earnings growth potential.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 3, 2026 | $1.56+3.3% vs $1.51 | $2.1B+0.1% vs $2.1B |
Q3 2026 Jul 30, 2026 | $1.62+3.2% vs $1.57 | $2.2B-0.5% vs $2.2B |
Q2 2026 Apr 29, 2026 | $1.50+8.7% vs $1.38 | $2.1B+0.7% vs $2.0B |
Q1 2026 Feb 4, 2026 | $1.73-1.7% vs $1.76 | $2.5B+2.6% vs $2.4B |
The headline numbers for Yum (YUM) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
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Yum! Brands reported mixed earnings, maintaining a Hold rating due to a lack of clear positive catalysts amid a challenging QSR environment. Taco Bell's 4% same-store sales decline was driven by a foodborne illness outbreak, but recovery has been swift, and long-term damage appears minimal. KFC's 8% system sales growth was fueled by international expansion and new stores, while U.S. performance remains weak and margin pressures persist.
Benchmark YUM against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Yum! Brands, Inc. (YUM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $161.14 | $44.41B | 12.82 | 8.81% | 39.14% | — | 1.76% | |
| $276.52 | $196.47B | 21.77 | 3.72% | 32.38% | — | 2.58% | |
| $77.69 | $26.96B | 23.67 | 12.23% | 15.35% | 28.07% | 3.12% | |
| $8.15 | $1.55B | 16.13 | -3.1% | 4.4% | 81.11% | 8.19% | |
| $14.09 | $268.75M | 8.13 | -6.75% | 2.84% | — | 6.16% | |
| $19.73 | $649.16M | 25.14 | -0.27% | 1.36% | — | 9.41% |
Yum! Brands, Inc. (YUM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Yum! Brands, Inc. (YUM) SEC filings — annual & quarterly reports (10-K, 10-Q)
Nov 3, 2026·SEC
Aug 21, 2026·SEC
Aug 7, 2026·SEC
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Yum! Brands, Inc. (YUM) stock FAQ — growth, dividends, profitability & financials explained
Yum! Brands, Inc. (YUM) reported $8.80B in revenue over the trailing twelve months. Revenue was $8.21B in fiscal year 2025. That is 15% less than the $9.68B of fiscal year 1997.
Yum! Brands, Inc. (YUM) grew revenue by 9.1% over the trailing twelve months, compared with the twelve months before.
Yes. Yum! Brands, Inc. (YUM) earned $3.44B in net income over the trailing twelve months (a 39.1% net margin).
Yes. Yum! Brands, Inc. (YUM) pays a dividend that yields 1.76% at the current price, a moderate yield.
Yum! Brands, Inc. (YUM) generated $1.62B in free cash flow over the trailing twelve months.