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BH Biglari Holdings Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-07, not restated
Consumer Disc

Scale

Market cap
$1.2bn
Revenue TTM
$406m
Net income TTM
$-30m
Free cash flow
$50m
Composite score
Sector rank
#1923

Valuation

P / E
EV / EBITDA
EV / sales
3.4
FCF yield
4.16%
Earnings yield vs 10-yr
-7.19pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
-7.3%
EBITDA margin
ROE
-5.5%
ROIC
Revenue growth
7.5%

Insider activity, last 90 days

Net open-market
$-8.94m
Buyers
1
Sellers
1

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Net sales for the second quarter and first six months of 2026 were $45,648 and $85,995, respectively, representing a decrease of $1,210 or 2.6% and $2,478 or 2.8%, compared to the second quarter and first six months of 2025, respectively. Total revenue decreased due to fewer company-operated units in 2026 compared to 2025. Steak n Shake’s domestic same-store sales increased 11.9% during the second quarter of 2026. Because we derive most of our revenue from our share of the profits, revenue will decline as we transition from company-operated units to franchise partner units. …Biglari Holdings Inc., 10-Q, period ended 2026-06-30, filed 2026-08-07

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