Key Highlights

• Domino's $1.99 quarterly Dividend trades with a September 15, 2026 record date, payable September 30.

• The company repurchased 443,917 shares for $156.2 million in the quarter, with $1.23 billion of authorized repurchase capacity remaining.

• Second-quarter Revenue rose 4.3% to $1.194 billion, with diluted EPS of $4.07, up from $3.81 a year earlier but below the roughly $4.17-$4.19 analyst consensus.

• U.S. same-store sales grew just 0.1%, decelerating sharply from 3.4% growth a year earlier, while the company added 183 net international stores.

Domino's Pizza's (NASDAQ:DPZ) $1.99 quarterly dividend trades with a September 15 Record Date and September 30 payment date. CFO Sandeep Reddy described the quarter's weak U.S. ticket growth as "a one-quarter blip," while management pointed to international unit expansion, 183 net new stores compared with 26 in the U.S., as the primary offset to slowing domestic same-store sales.

Dividend Program and Shareholder Returns

Domino's declared a $1.99 per share quarterly dividend, payable September 30 to shareholders of record September 15. The annualized dividend is $7.96 per share, following the July increase from the previous quarterly rate and continuing a long-running pattern of annual increases. The company repurchased 443,917 shares for $156.2 million during the quarter, bringing first-half repurchases to 632,221 shares for $231.3 million, with $1.23 billion of authorized repurchase capacity remaining as of June 14. The Leverage Ratio improved to 4.3x from 4.7x a year earlier, calculated against the company's Consolidated Adjusted EBITDA as defined in its securitized Debt indenture, giving the company room to fund both the dividend and its repurchase pace from recurring Franchise and supply-chain cash flow.

About the Company

Domino's is one of the world's largest pizza companies, operating predominantly through a franchise-based Business model spanning franchised and company-owned stores, a global supply-chain network and digital ordering platforms, with more than 22,500 stores across over 90 markets.

Financial Performance Behind the Payout

Domino's reported second-quarter revenue of $1.194 billion, up 4.3% year over year and ahead of the roughly $1.179-$1.18 billion analyst consensus. Income from operations rose 3.1% to $232.0 million, and Net Income increased 3.6% to $135.8 million. Diluted EPS was $4.07, up from $3.81 but below consensus estimates that ranged from $4.17 to $4.19. Supply-chain revenue climbed 6.5% to $731.7 million, which management linked to stronger store ordering activity and a 2.2% increase in food-basket pricing. Global retail sales grew 3.0% excluding currency effects.

U.S. Ticket Growth and International Expansion

U.S. same-store sales grew just 0.1%, decelerating from 3.4% growth in the same period last year and described by management as the weakest quarterly showing in more than a year; analysts had forecast a 0.62% gain. International same-store sales, excluding currency effects, declined 0.1% against an analyst estimate of a 0.5% increase. Net store growth of 209 units was weighted heavily toward international markets, with 183 net international openings versus 26 in the U.S. Management said order counts improved in both delivery and carryout during the quarter, even as average ticket size lagged.

Outlook

CFO Reddy's framing of the U.S. slowdown as a "one-quarter blip" makes next quarter's same-store sales figure the key test of that view. Domino's targets roughly 175 net U.S. and 800 net international store additions for 2026, keeping the growth mix weighted abroad.