MCD
Mcdonald's·NYSE
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MCD fundamentals
Mcdonald's (MCD) released its earnings on Feb 11, 2026: revenue was 7.01B (YoY +9.72%), beat estimates; EPS was 3.12 (YoY +10.25%), beat estimates.
Revenue / YoY
7.01B
+9.72%
EPS / YoY
3.12
+10.25%
Report date
Feb 11, 2026
MCD Earnings Call Summary for Q4,2025
- Revenue milestone: $140B system-wide sales in 2025, up 5.5%, with 2,275 new restaurants. 2026 target: 2,600 openings to reach 50,000 by 2027.
- Strategic growth: Q4 2025 U.S. comp +6.8%, driven by Extra Value Meals and Grinch campaign. 2026 focus on beverages, chicken innovation, and loyalty app expansion.
- Financial strength: Adjusted EPS $3.12 (7% growth), operating margin 46.9%. 2026 EPS tailwind of $0.20-0.30 from FX, with free cash flow conversion ~80%.
- Customer engagement: 46M U.S. loyalty app users, 500M MONOPOLY games played. 2026 target: 250M 90-day active users globally.
- Menu evolution: Testing new chicken recipes, energy drinks, and crafted sodas. Protein-forward menu aligns with GLP-1 trends.
EPS
Actual | 1.47 | 0.66 | 2.22 | 1.7 | 1.92 | 2.37 | 2.76 | 2.23 | 2.28 | 2.55 | 2.68 | 2.59 | 2.63 | 3.17 | 3.19 | 2.95 | 2.7 | 2.97 | 3.23 | 2.83 | 2.67 | 3.19 | 3.22 | 3.12 | |||||||||||||||
Forecast | 1.5776 | 0.7444 | 1.9053 | 1.7712 | 1.8138 | 2.1117 | 2.4602 | 2.3358 | 2.1666 | 2.468 | 2.5784 | 2.455 | 2.3339 | 2.7845 | 3.0012 | 2.8266 | 2.7173 | 3.0742 | 3.205 | 2.8491 | 2.6619 | 3.1445 | 3.3267 | 3.046 | |||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -6.82% | -11.34% | +16.52% | -4.02% | +5.86% | +12.23% | +12.19% | -4.53% | +5.23% | +3.32% | +3.94% | +5.50% | +12.69% | +13.84% | +6.29% | +4.37% | -0.64% | -3.39% | +0.78% | -0.67% | +0.30% | +1.45% | -3.21% | +2.43% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 4.71B | 3.76B | 5.42B | 5.31B | 5.12B | 5.89B | 6.20B | 6.01B | 5.67B | 5.72B | 5.87B | 5.93B | 5.90B | 6.50B | 6.69B | 6.41B | 6.17B | 6.49B | 6.87B | 6.39B | 5.96B | 6.84B | 7.08B | 7.01B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 4.67B | 3.70B | 5.40B | 5.36B | 5.04B | 5.58B | 6.05B | 6.02B | 5.57B | 5.80B | 5.70B | 5.72B | 5.58B | 6.30B | 6.56B | 6.45B | 6.16B | 6.62B | 6.82B | 6.45B | 6.10B | 6.70B | 7.08B | 6.84B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +0.95% | +1.69% | +0.37% | -0.90% | +1.77% | +5.45% | +2.48% | -0.25% | +1.72% | -1.43% | +3.03% | +3.61% | +5.60% | +3.22% | +1.98% | -0.65% | +0.18% | -2.01% | +0.81% | -0.96% | -2.38% | +2.17% | -0.09% | +2.50% |
Earnings Call
You can ask Aime
What does Mcdonald's do and what are its main business segments?What is Mcdonald's's gross profit margin?What factors drove the changes in Mcdonald's's revenue and profit?What is Mcdonald's's latest dividend and current dividend yield?What guidance did Mcdonald's's management provide for the next earnings period?What were the key takeaways from Mcdonald's’s earnings call?Did Mcdonald's beat or miss consensus estimates last quarter?What is the market's earnings forecast for Mcdonald's next quarter?
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