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Arcos Dorados 2025 Financial Review

Arcos Dorados Q4 EPS of $0.13 missed estimates by 35.7% despite revenue topping consensus at $1.27 billion, up 10.7% year-over-year.

March 20, 2026 2 min read
Tencent

Arcos Dorados Q4 EPS of $0.13 missed estimates by 35.7% despite revenue topping consensus at $1.27 billion, up 10.7% year-over-year.

Earnings Per Share (GAAP)
$0.12
Revenue
$1.3B

Arcos Dorados is the world’s largest independent McDonald’s franchisee, operating the largest quick-service restaurant chain across Latin America and the Caribbean.

The company demonstrated notable top-line growth, with total revenue reaching $1.3 billion in the fourth quarter and $4.7 billion for the full year 2025. Basic net income per common share (EPS) was recorded at $0.12 for the fourth quarter and $1.01 for the full year 2025.

Profitability reached new highs, with full-year Adjusted EBITDA at $575.2 million and Net Income at $212.1 million. Additionally, the Board declared a cash dividend of $0.28 per share for 2026.

What to Watch: Management’s explanation for the margin compression during the March 19 earnings call at 10:00 AM ET will be critical—investors need clarity on whether Q4’s profit miss reflects temporary cost headwinds or structural challenges in converting double-digit revenue growth into earnings power.

This article was generated using AlphaStreet’s proprietary financial analysis technology and reviewed by our editorial team.

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Tags: #ARCO