Early Access

10-QPeriod: Q3 FY2025

MCDONALDS CORP Quarterly Report for Q3 Ended Sep 30, 2025

Filed November 5, 2025For Securities:MCD

Summary

McDonald's Corporation reported solid performance for the quarter and nine months ended September 30, 2025. Total revenues increased by 3% to $7.1 billion for the quarter and by 2% to $19.9 billion for the nine months, driven by growth in franchised restaurant revenues and positive comparable sales across all segments. The company demonstrated continued operational strength with a 5% increase in operating income for the quarter and a 4% increase for the nine months. Diluted earnings per share saw a modest increase of 2% to $3.18 for the quarter and 4% to $8.92 for the nine months. Strategic initiatives like 'Accelerating the Arches' are progressing, though the company incurred restructuring charges related to these efforts. The company also continues to prioritize shareholder returns through dividends and share repurchases.

Financial Statements
Beta
Revenue$7.08B
Cost of Revenue$666.00M
Gross Profit$6.41B
SG&A Expenses$785.00M
Operating Expenses$3.72B
Operating Income$3.36B
Interest Expense$406.00M
Net Income$2.28B
EPS (Basic)$3.20
EPS (Diluted)$3.18
Shares Outstanding (Basic)713
Shares Outstanding (Diluted)716

Key Highlights

  • 1Total revenues for the third quarter of 2025 increased by 3% year-over-year to $7.1 billion, while nine-month revenues reached $19.9 billion.
  • 2Global comparable sales increased by 3.6% for the quarter and 2.2% for the nine months, with positive contributions from all segments (U.S., International Operated Markets, and International Developmental Licensed Markets).
  • 3Operating income grew by 5% to $3.4 billion for the quarter and 4% to $9.2 billion for the nine months.
  • 4Diluted earnings per share (EPS) rose to $3.18 for the quarter and $8.92 for the nine months, reflecting a 2% and 4% increase, respectively.
  • 5The company continued its share repurchase program, repurchasing approximately 1.7 million shares for $503 million in the quarter.
  • 6Restructuring charges related to the 'Accelerating the Organization' initiative amounted to $39 million for the quarter and $148 million for the nine months.
  • 7The company projects net restaurant unit expansion to contribute over 2% to 2025 Systemwide sales growth and expects capital expenditures between $3.0 to $3.2 billion for the full year 2025.

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