ARCO
Arcos Dorados·NYSE
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ARCO fundamentals
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.
EPS
Actual | -0.253 | -0.4338 | -0.138 | 0.1085 | -0.138 | 0.02 | 0.12 | 0.22 | 0.12 | 0.07 | 0.22 | 0.26 | 0.18 | 0.13 | 0.28 | 0.26 | 0.14 | 0.13 | 0.17 | 0.28 | 0.07 | 0.11 | 0.71 | 0.12 | |||||||||||
Forecast | -0.0032 | -0.4054 | -0.143 | 0.008 | -0.046 | -0.0356 | 0.0633 | 0.1567 | 0.0567 | 0.12 | 0.1 | 0.23 | 0.1347 | 0.14 | 0.216 | 0.315 | 0.16 | 0.1333 | 0.1609 | 0.2135 | 0.115 | 0.0781 | 0.14 | 0.2017 | |||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -7806.25% | -7.01% | +3.50% | +1256.25% | -200.00% | +156.18% | +89.57% | +40.40% | +111.64% | -41.67% | +120.00% | +13.04% | +33.63% | -7.14% | +29.63% | -17.46% | -12.50% | -2.48% | +5.66% | +31.15% | -39.13% | +40.85% | +407.14% | -40.51% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 617.50M | 292.52M | 466.80M | 607.39M | 561.12M | 592.70M | 725.84M | 780.29M | 790.68M | 887.89M | 921.70M | 1.02B | 990.79M | 1.04B | 1.13B | 1.18B | 1.08B | 1.11B | 1.13B | 1.14B | 1.08B | 1.14B | 1.19B | 1.27B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 572.70M | 247.45M | 410.14M | 578.82M | 541.06M | 563.85M | 673.46M | 763.03M | 723.47M | 811.56M | 891.08M | 1.02B | 951.11M | 1.04B | 1.09B | 1.15B | 1.02B | 1.06B | 1.13B | 1.15B | 1.05B | 1.14B | 1.21B | 1.28B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +7.82% | +18.22% | +13.81% | +4.94% | +3.71% | +5.12% | +7.78% | +2.26% | +9.29% | +9.41% | +3.44% | -0.33% | +4.17% | -0.24% | +2.76% | +2.17% | +5.78% | +4.38% | +0.50% | -0.69% | +2.14% | +0.08% | -1.66% | -0.70% |
Earnings Call
You can ask Aime
Did Arcos Dorados beat or miss consensus estimates last quarter?What guidance did Arcos Dorados's management provide for the next earnings period?What were the key takeaways from Arcos Dorados’s earnings call?What is Arcos Dorados's latest dividend and current dividend yield?What does Arcos Dorados do and what are its main business segments?What factors drove the changes in Arcos Dorados's revenue and profit?What were the key takeaways from Arcos Dorados's earnings call?What is the revenue and EPS growth rate for Arcos Dorados year over year?
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