McDonald’s Q4 Revenue Jumps 9.7% to $7.01B, EPS $3.12 Beats Estimates
McDonald’s reported Q4 revenue of $7.01 billion, up 9.7% year-over-year, topping $6.85 billion estimates, and EPS of $3.12 beat the $3.05 forecast by 2.4%. U.S. comparable sales rose 6.8% versus 4.9% expected, while international operated markets saw 5.2% growth and systemwide restaurants reached 45,356.
1. Q4 Financial Results
For the quarter ended December 2025, McDonald’s generated $7.01 billion in revenue, a 9.7% year-over-year increase that topped analyst estimates of $6.85 billion. Adjusted EPS came in at $3.12, surpassing the $3.05 consensus by 2.4%.
2. Comparable Sales Growth
U.S. comparable sales increased by 6.8%, above the 4.9% forecast, while international developmental licensed and corporate markets grew 4.5% versus 2.9% expected. International operated markets delivered 5.2% comps growth, beating the 3.4% estimate.
3. Restaurant Footprint
Total systemwide restaurants reached 45,356, slightly above the eight-analyst average estimate of 45,292, reflecting ongoing expansion in both company-owned and franchised locations.
4. Revenue Breakdown
Company-owned and operated sales totaled $2.54 billion (+9.8% YoY) versus $2.48 billion estimated, franchised revenues hit $4.31 billion (+8.9% YoY) against a $4.21 billion forecast, and other revenues rose 35% to $162 million compared to a $152.7 million estimate.