Symbols

ARCO

Arcos Dorados·NYSE

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ARCO fundamentals

ARCO Q4 2025 Earnings

Arcos Dorados (ARCO) released its earnings on Mar 19, 2026: revenue was 1.27B (YoY +10.69%), missed estimates; EPS was 0.12 (YoY -57.14%), missed estimates.

Revenue / YoY

1.27B

+10.69%

EPS / YoY

0.12

-57.14%

Report date

Mar 19, 2026

ARCO Earnings Call Summary for Q4,2025

Revenue and Profit Growth: Q4 2025 revenue up 10.7% YoY to $1.3B, with adjusted EBITDA of $172.7M (+17%). Full-year EBITDA highest on record, boosted by $159M tax benefit.
Digital Dominance: 62% of sales via digital channels, loyalty program reaches 27.2M members, driving 30% of Brazil sales.
Cost Efficiency: Payroll expenses improved 60bps YoY, G&A reduced by $10M annually. 2026 targets 105-115 new restaurants with CapEx $275M-$325M.
Tax and Margin Wins: Brazil tax credit provides $30M annual cash benefit. Q4 EBITDA margin expanded 80bps, with SLAD delivering 26.1% EBITDA growth.

Earnings

EPS

Revenue

Revenue & Expenses

ARCO has released its 2025 Q4 earnings report, with revenue of 1.27B, reflecting a YoY change of 10.69%, and net profit of 25.28M, showing a YoY change of -56.81%. The Sankey diagram below clearly presents ARCO's revenue sources and cost distribution.

Key Indicators

Arcos Dorados (ARCO) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Arcos Dorados (ARCO)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Balance Sheet

Arcos Dorados (ARCO)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Cash Flow

Arcos Dorados (ARCO)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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