Seeking Alpha·Aug 14, 2026
Arcos Dorados Holdings Inc. (ARCO) Q2 2026 Earnings Call TranscriptArcos Dorados Holdings Inc. (ARCO) Q2 2026 Earnings Call Transcript
Arcos Dorados is experiencing a reacceleration in top-line growth, with revenue expanding 14.3% year-over-year in 2026Q2, suggesting its pricing and digital initiatives are gaining traction. However, this growth appears largely inflationary and is failing to t...
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| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 13, 2026 | $0.22+49.2% vs $0.15 | $1.3B+2.1% vs $1.3B |
Q2 2026 May 20, 2026 | $0.17+54.5% vs $0.11 | $1.2B+0.5% vs $1.2B |
Q2 2026 Mar 19, 2026 | -$0.04-119.7% vs $0.20 | $1.3B+0.3% vs $1.3B |
Q4 2025 Nov 12, 2025 | $0.71+610.0% vs $0.10 | $1.2B-1.7% vs $1.2B |
Arcos Dorados Holdings Inc. (ARCO) Q2 2026 Earnings Call Transcript
Arcos Dorados NYSE: ARCO reported record second-quarter revenue, adjusted EBITDA, net income and earnings per share for the period, as digital sales growth, market-share gains and FIFA World Cup promotions helped offset uneven consumer conditions across Latin America.
Arcos Dorados (ARCO) came out with quarterly earnings of $0.22 per share, beating the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.11 per share a year ago.
MONTEVIDEO, Uruguay--(BUSINESS WIRE)--Arcos Dorados Holdings Inc. (NYSE: ARCO) (“Arcos Dorados” or the “Company”), Latin America and the Caribbean's largest restaurant chain and the world's largest independent McDonald's franchisee, today reported unaudited results for the three and six months ended June 30, 2026. Message from Luis Raganato, Chief Executive Officer Over the last several quarters, we have taken important steps to improve the resilience of the Arcos Dorados business model and mon.
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Key metrics vs top competitors for Arcos Dorados Holdings Inc. (ARCO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $7.41 | $1.56B | 7.34 | 4.66% | 4.53% | 33.1% | 3.24% | |
| $71.66 | $24.86B | 30.49 | 12.23% | 13.13% | 24.24% | — | |
| $140.69 | $38.78B | 25.30 | 8.81% | 25.42% | — | — | |
| $13.46 | $256.73M | -3.20 | -6.75% | 2.84% | — | — | |
| $6.25 | $321.87M | 15.24 | -2.5% | 2.24% | — | — | |
| $0.16 | $3.02M | -0.01 | 23.35% | -39.33% | — | — |
Arcos Dorados Holdings Inc. (ARCO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Arcos Dorados Holdings Inc. (ARCO) stock FAQ — growth, dividends, profitability & financials explained
Arcos Dorados Holdings Inc. (ARCO) reported $4.98B in revenue for fiscal year 2025. This represents a 91% increase from $2.61B in 2008.
Arcos Dorados Holdings Inc. (ARCO) grew revenue by 4.7% over the past year. Growth has been modest.
Yes, Arcos Dorados Holdings Inc. (ARCO) is profitable, generating $256.7M in net income for fiscal year 2025 (4.5% net margin).
Yes, Arcos Dorados Holdings Inc. (ARCO) pays a dividend with a yield of 3.24%. This makes it attractive for income-focused investors.
Arcos Dorados Holdings Inc. (ARCO) has a return on equity (ROE) of 33.1%. This is excellent, indicating efficient use of shareholder capital.
Arcos Dorados Holdings Inc. (ARCO) generated $95.4M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
