每经AI快讯，北京时间2月12日凌晨消息，麦当劳去年四季度营收70.1亿美元，分析师预期68.3亿美 元；四季度同店销售增长5.7%，分析师预期3.76%；四季度调整后每股收益(EPS)为3.12美元，分析师预 期3.04美元。 ...

来源：滚动播报 麦当劳：预计2026年运营利润率将处于40%区间的中高水平。 ...

麦当劳：公司预计2026年资本支出在37亿至39亿美元之间。 来源：滚动播报 ...

McDonald's beats quarterly global sales estimates as value bets pay off | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]McDonald's logo is seen in this illustration taken August 5, 2025. REUTERS/Dado Ruvic/Illustration [Purchase Licensing Rights, opens new tab]- Companies- Summary- McDonald's value promotions attract budget-conscious US diners- Revenue jumps 10% to $7.01 billion- Q4 global same-store sales rise 5.7%, beating 3.7% e ...

Group 1 - The burger giant has seen improvements in customer traffic and sales due to a focus on affordability [1] - The company's strategy to enhance value offerings has positively impacted its performance metrics [1] - Increased customer engagement is attributed to promotional efforts aimed at budget-conscious consumers [1]

麦当劳：第四季度营收70.1亿美元，预估68.3亿美元。 来源：滚动播报 ...

Core Viewpoint - McDonald's reported strong quarterly earnings and revenue that exceeded analysts' expectations, driven by a focus on value and affordability, leading to increased customer traffic [1]. Financial Performance - The company reported a fourth-quarter net income of $2.16 billion, or $3.03 per share, an increase from $2.02 billion, or $2.80 per share, a year earlier [1]. - Excluding restructuring charges, McDonald's earned $3.12 per share, surpassing the expected $3.05 [5]. - Net revenue rose by 10% to $7 billion, exceeding the expected $6.84 billion [5]. Same-Store Sales Growth - Same-store sales increased by 5.7%, outperforming Wall Street's projection of 3.9% [2]. - U.S. same-store sales grew by 6.8%, rebounding from a decline of 1.4% in the previous year due to an E. coli outbreak [3]. - Internationally, same-store sales growth was reported in nearly all markets, with the international operated markets segment achieving 5.2% growth and the international developmental licensed markets division seeing a 4.5% increase [4]. Promotions and Value Offerings - The company attributed its sales growth to successful promotions, such as the Grinch meal and Monopoly, which enhanced customer traffic and sales [3]. - McDonald's expanded its value offerings by relaunching Extra Value Meals, providing approximately a 15% discount on combo meals [3].

Exhibit 99.2 McDonald's Corporation Supplemental Information (Unaudited) Quarter and Year Ended December 31, 2025 | Impact of Foreign Currency Translation | 1 | | --- | --- | | Net Income and Diluted Earnings per Share | 2 | | Revenues | 4 | | Comparable Sales | 5 | | Systemwide Sales and Franchised Sales | 6 | | Restaurant Margins | 7 | | Selling, General & Administrative Expenses | 8 | | Other Operating (Income) Expense, Net | 8 | | Operating Income | 9 | | Interest Expense | 10 | | Nonoperating (Income) ...

Core Insights - McDonald's reported a 20% increase in systemwide sales to loyalty members, reaching nearly $37 billion for the full year 2025, with 90-day active loyalty users up 19% to nearly 210 million [1] - Global systemwide sales increased by 7% to over $139 billion, with a growth of $9 billion, while comparable sales for the fourth quarter rose by 5.7% [1] - The company's diluted earnings per share for the fourth quarter was $3.03, an increase of 8%, and for the full year, it was $11.95, up 5% [1] Financial Performance - Fourth quarter global comparable sales increased by 5.7%, with the U.S. market growing by 6.8%, International Operated Markets by 5.2%, and International Developmental Licensed Markets by 4.5% [1] - For the full year, global comparable sales rose by 3.1%, with the U.S. increasing by 2.1%, International Operated Markets by 3.2%, and International Developmental Licensed Markets by 4.6% [1] - Consolidated operating income for the fourth quarter increased by 6%, while for the full year, it rose by 6% as well, despite net pre-tax charges of $229 million related to restructuring [1] Revenue and Expenses - Total revenues for the fourth quarter were $7,009 million, a 10% increase from the previous year, while full-year revenues reached $26,885 million, up 4% [3] - Revenues from franchised restaurants for the fourth quarter were $4,311 million, a 9% increase, while sales from company-owned and operated restaurants were $2,536 million, a 10% increase [3] - Operating costs and expenses for the fourth quarter totaled $3,853 million, up 9% from the previous year, with significant increases in occupancy expenses and other restaurant expenses [3] Cash Flow and Investments - Cash provided by operations for the full year was $10,551 million, compared to $9,447 million in the previous year, indicating strong operational cash flow [3] - Free cash flow for the year was $7,186 million, up from $6,672 million, reflecting the company's ability to convert net profits into cash resources [3] - Capital expenditures for the year were $3,365 million, an increase from $2,775 million, indicating ongoing investment in the business [3]

McDonald's is set to report its fourth quarter after the close on Wednesday, with Wall Street expecting another strong quarter for US same-store sales. US same-store sales are expected to have risen 5.1% during the quarter, according to data from Bloomberg, with full-year US same-store sales expected to have risen 1.6%. McDonald's is expected to report that its global same-store sales rose 3.8% in the fourth quarter and 2.6% for the full year. Adjusted earnings per share are expected to be $3.04 for the ...