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McDonald’s Corporation (MCD) Q4 2025 Financial Results Summary

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McDonald’s (MCD) Q3 2025 Financial Results Summary

Released on November 5, 2025, McDonald’s Corporation announced its financial results for the third quarter ended September 30, 2025. Below is a summary of the key financial metrics and operational highlights for the quarter.

Key Financial Highlights

  • Global Comparable Sales:
  • Increased by 3.6% compared to Q3 2024.

    • U.S. segment: up 2.4% (from 0.3% the previous year).
    • International Operated Markets: up 4.3% (from -2.1%).
    • International Developmental Licensed Markets: up 4.7% (from -3.5%).
  • Global Systemwide Sales:

  • Over $36 billion for the quarter, representing an 8% increase compared to the same quarter the prior year (6% in constant currency).

  • Total Revenues:

  • $7,078 million, a 3% increase compared to Q3 2024 ($6,873 million).

  • Consolidated Operating Income:

  • $3,357 million, marking a 5% increase versus Q3 2024 ($3,188 million).
  • Excluding charges of $39 million for restructuring, the increase would have been 3% instead of 5%.

  • Diluted Earnings Per Share (EPS):

  • $3.18, a 2% increase from $3.13 in Q3 2024.
  • Excluding charges, the adjusted EPS was $3.22, flat compared to the previous year (with a slight decrease of 1% in constant currency).

  • Net Income:

  • Reports indicate a net income of $2,278 million, signaling a 1% increase from $2,255 million in Q3 2024.

Segment Performance

  • U.S. Comparable Sales:
  • Results driven primarily by positive check growth.

  • International Operated Markets:

  • Encouraging growth across all markets, particularly in Germany and Australia.

  • International Developmental Licensed Markets:

  • Japan led positive growth in this segment, with all geographic regions performing well.

Additional Financial Metrics

  • Nine Months Ended September 30, 2025:
  • Total Revenues of $19,876 million, a 2% increase compared to the prior year’s $19,532 million.
  • Net Income rose to $6,399 million, a 3% increase from $6,207 million.
  • Diluted EPS for the nine-month period: $8.92, up 4% from $8.59 in the same period of 2024.

Dividends & Share Repurchase

  • McDonald’s Corporation did not declare a quarterly dividend or engage in a share repurchase during this reporting period, as per the provided information.

Conclusion

McDonald’s third quarter results indicate a stable growth trajectory despite challenging market conditions, supported by increases across sales and net income metrics. The company’s ability to adapt through menu innovation and a focus on customer value has proven effective, as evidenced by its performance across various geographic segments.

Here are the requested tables extracted from the press release:

Quarters Ended September 30 2025 2024 Inc/ (Dec) %
Revenues from franchised restaurants $4,363 $4,094 $270 7%
Sales by Company-owned and operated restaurants $2,563 $2,656 -$93 -3%
Other revenues $151 $124 $27 22%
TOTAL REVENUES $7,078 $6,873 $204 3%
Franchised restaurants-occupancy expenses $666 $646 $20 3%
Company-owned and operated restaurant expenses $2,172 $2,248 -$76 -3%
Other restaurant expenses $135 $104 $31 30%
Depreciation and amortization $121 $111 $9 8%
Other $664 $536 $128 24%
Other operating (income) expense, net -$37 $39 -$76 n/m
Total operating costs and expenses $3,721 $3,685 $36 1%
OPERATING INCOME $3,357 $3,188 $168 5%
Interest expense $406 $381 $26 7%
Nonoperating (income) expense, net $1 -$36 $36 n/m
Income before provision for income taxes $2,949 $2,843 $106 4%
Provision for income taxes $671 $588 $83 14%
NET INCOME $2,278 $2,255 $23 1%
EARNINGS PER SHARE-DILUTED $3.18 $3.13 $0.05 2%
Weighted average shares outstanding-diluted 715.9 720.0 -4.2 -1%
Nine Months Ended September 30 2025 2024 Inc/ (Dec) %
Revenues from franchised restaurants $12,238 $11,756 $481 4%
Sales by Company-owned and operated restaurants $7,154 $7,472 -$318 -4%
Other revenues $485 $304 $181 60%
TOTAL REVENUES $19,876 $19,532 $344 2%
Franchised restaurants-occupancy expenses $1,940 $1,902 $38 2%
Company-owned and operated restaurant expenses $6,109 $6,358 -$249 -4%
Other restaurant expenses $424 $241 $183 76%
Depreciation and amortization $333 $311 $23 7%
Other $1,834 $1,748 $86 5%
Other operating (income) expense, net -$1 $129 -$131 n/m
Total operating costs and expenses $10,639 $10,688 -$49
OPERATING INCOME $9,237 $8,844 $393 4%
Interest expense $1,172 $1,126 $46 4%
Nonoperating (income) expense, net -$75 -$90 $15 -16%
Income before provision for income taxes $8,140 $7,807 $333 4%
Provision for income taxes $1,740 $1,600 $140 9%
NET INCOME $6,399 $6,207 $193 3%
EARNINGS PER SHARE-DILUTED $8.92 $8.59 $0.33 4%
Weighted average shares outstanding-diluted 717.2 722.7 -5.5 -1%

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