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Side-by-side financial comparison of DENNY'S Corp (DENN) and LandBridge Co LLC (LB). Click either name above to swap in a different company.
DENNY'S Corp is the larger business by last-quarter revenue ($113.2M vs $56.8M, roughly 2.0× LandBridge Co LLC). LandBridge Co LLC runs the higher net margin — 14.2% vs 0.6%, a 13.6% gap on every dollar of revenue. On growth, LandBridge Co LLC posted the faster year-over-year revenue change (55.6% vs 1.3%). LandBridge Co LLC produced more free cash flow last quarter ($122.0M vs $16.0M). Over the past eight quarters, LandBridge Co LLC's revenue compounded faster (72.8% CAGR vs -0.9%).
Denny's is an American table service diner-style restaurant chain. It operates over 1,400 restaurants in the United States, Canada, México, Puerto Rico, and several other international locations.
DENN vs LB — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $113.2M | $56.8M |
| Net Profit | $632.0K | $8.1M |
| Gross Margin | — | — |
| Operating Margin | 9.2% | 60.0% |
| Net Margin | 0.6% | 14.2% |
| Revenue YoY | 1.3% | 55.6% |
| Net Profit YoY | -90.3% | -83.7% |
| EPS (diluted) | $0.01 | $0.24 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | — | $56.8M | ||
| Q3 25 | $113.2M | $50.8M | ||
| Q2 25 | $117.7M | $47.5M | ||
| Q1 25 | $111.6M | $44.0M | ||
| Q4 24 | $114.7M | $36.5M | ||
| Q3 24 | $111.8M | $28.5M | ||
| Q2 24 | $115.9M | $26.0M | ||
| Q1 24 | $110.0M | $19.0M |
| Q4 25 | — | $8.1M | ||
| Q3 25 | $632.0K | $8.1M | ||
| Q2 25 | $2.5M | $7.5M | ||
| Q1 25 | $326.0K | $6.5M | ||
| Q4 24 | $6.8M | $49.3M | ||
| Q3 24 | $6.5M | $2.7M | ||
| Q2 24 | $3.6M | $-57.7M | ||
| Q1 24 | $4.7M | $10.8M |
| Q4 25 | — | 60.0% | ||
| Q3 25 | 9.2% | 60.8% | ||
| Q2 25 | 7.3% | 60.0% | ||
| Q1 25 | 4.7% | 57.0% | ||
| Q4 24 | 12.6% | 49.4% | ||
| Q3 24 | 10.5% | 11.2% | ||
| Q2 24 | 7.9% | -197.4% | ||
| Q1 24 | 9.1% | 71.1% |
| Q4 25 | — | 14.2% | ||
| Q3 25 | 0.6% | 15.9% | ||
| Q2 25 | 2.1% | 15.8% | ||
| Q1 25 | 0.3% | 14.7% | ||
| Q4 24 | 5.9% | 135.2% | ||
| Q3 24 | 5.8% | 9.3% | ||
| Q2 24 | 3.1% | -222.1% | ||
| Q1 24 | 4.3% | 56.7% |
| Q4 25 | — | $0.24 | ||
| Q3 25 | $0.01 | $0.26 | ||
| Q2 25 | $0.05 | $0.24 | ||
| Q1 25 | $0.01 | $0.20 | ||
| Q4 24 | $0.13 | — | ||
| Q3 24 | $0.12 | $-0.04 | ||
| Q2 24 | $0.07 | — | ||
| Q1 24 | $0.09 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $30.7M |
| Total DebtLower is stronger | — | $570.7M |
| Stockholders' EquityBook value | $-32.7M | $340.3M |
| Total Assets | $502.9M | $1.4B |
| Debt / EquityLower = less leverage | — | 1.68× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $30.7M | ||
| Q3 25 | — | $28.3M | ||
| Q2 25 | — | $20.3M | ||
| Q1 25 | $1.1M | $14.9M | ||
| Q4 24 | $100.0K | $37.0M | ||
| Q3 24 | $2.9M | $14.4M | ||
| Q2 24 | $2.8M | $24.6M | ||
| Q1 24 | $2.8M | — |
| Q4 25 | — | $570.7M | ||
| Q3 25 | — | $366.1M | ||
| Q2 25 | — | $370.9M | ||
| Q1 25 | — | $375.5M | ||
| Q4 24 | $270.6M | $385.5M | ||
| Q3 24 | — | $242.4M | ||
| Q2 24 | — | $360.8M | ||
| Q1 24 | — | — |
| Q4 25 | — | $340.3M | ||
| Q3 25 | $-32.7M | $272.0M | ||
| Q2 25 | $-34.6M | $266.4M | ||
| Q1 25 | $-36.4M | $217.0M | ||
| Q4 24 | $-34.0M | $211.8M | ||
| Q3 24 | $-54.5M | $97.2M | ||
| Q2 24 | $-53.2M | $296.4M | ||
| Q1 24 | $-55.7M | $162.3M |
| Q4 25 | — | $1.4B | ||
| Q3 25 | $502.9M | $1.1B | ||
| Q2 25 | $491.1M | $1.1B | ||
| Q1 25 | $488.1M | $1.0B | ||
| Q4 24 | $496.3M | $1.0B | ||
| Q3 24 | $461.6M | $689.9M | ||
| Q2 24 | $459.9M | $710.5M | ||
| Q1 24 | $460.4M | — |
| Q4 25 | — | 1.68× | ||
| Q3 25 | — | 1.35× | ||
| Q2 25 | — | 1.39× | ||
| Q1 25 | — | 1.73× | ||
| Q4 24 | — | 1.82× | ||
| Q3 24 | — | 2.49× | ||
| Q2 24 | — | 1.22× | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $16.0M | $126.3M |
| Free Cash FlowOCF − Capex | $16.0M | $122.0M |
| FCF MarginFCF / Revenue | 14.1% | 214.9% |
| Capex IntensityCapex / Revenue | 0.0% | 7.5% |
| Cash ConversionOCF / Net Profit | 25.28× | 15.68× |
| TTM Free Cash FlowTrailing 4 quarters | — | $207.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $126.3M | ||
| Q3 25 | $16.0M | $34.9M | ||
| Q2 25 | $9.4M | $37.3M | ||
| Q1 25 | $5.0M | $15.9M | ||
| Q4 24 | $8.5M | $67.6M | ||
| Q3 24 | $6.6M | $7.5M | ||
| Q2 24 | $14.2M | $16.0M | ||
| Q1 24 | $215.0K | $17.2M |
| Q4 25 | — | $122.0M | ||
| Q3 25 | $16.0M | $33.7M | ||
| Q2 25 | — | $36.1M | ||
| Q1 25 | — | $15.8M | ||
| Q4 24 | — | $66.7M | ||
| Q3 24 | — | $7.1M | ||
| Q2 24 | — | $15.7M | ||
| Q1 24 | — | $17.1M |
| Q4 25 | — | 214.9% | ||
| Q3 25 | 14.1% | 66.3% | ||
| Q2 25 | — | 75.9% | ||
| Q1 25 | — | 36.0% | ||
| Q4 24 | — | 182.6% | ||
| Q3 24 | — | 25.1% | ||
| Q2 24 | — | 60.4% | ||
| Q1 24 | — | 90.1% |
| Q4 25 | — | 7.5% | ||
| Q3 25 | 0.0% | 2.3% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | 0.0% | 1.1% | ||
| Q2 24 | — | 1.4% | ||
| Q1 24 | — | 0.5% |
| Q4 25 | — | 15.68× | ||
| Q3 25 | 25.28× | 4.31× | ||
| Q2 25 | 3.79× | 4.98× | ||
| Q1 25 | 15.38× | 2.46× | ||
| Q4 24 | 1.26× | 1.37× | ||
| Q3 24 | 1.01× | 2.80× | ||
| Q2 24 | 3.97× | — | ||
| Q1 24 | 0.05× | 1.60× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DENN
| Franchisor Owned Outlet | $57.4M | 51% |
| Royalty | $27.7M | 25% |
| Advertising | $18.6M | 16% |
| Occupancy | $7.7M | 7% |
| Initial And Other Fees | $1.7M | 1% |
LB
Segment breakdown not available.
