Strong operational and financial performance supports the dividend increase. Monitor currency volatility in Brazil and Argentina, which impacted reported USD results. The company's digital strategy and restaurant expansion continue to drive growth.
Price Chart
Executive Summary
Arcos Dorados reported record full-year 2025 results with total revenues of $4.68 billion (up 4.7% YoY), Adjusted EBITDA of $575.2 million (up 15.0%), and net income of $212.1 million (up 42.6%). The company also increased its quarterly dividend to $0.28 per share for 2026, reflecting confidence in cash flow generation.
Key Facts
- Total revenues $4,678 million, up 4.7% YoY
- Systemwide comparable sales +13.0% in 2025
- Adjusted EBITDA $575 million, highest ever, margin 12.3%
- Net income $212 million, EPS $1.01 (vs $0.71 in 2024)
- Digital sales 61% of systemwide sales
- 102 new restaurants opened in 2025, 2,520 total
- Quarterly dividend increased to $0.28/share (from $0.24)
Financial Impact
Record financial year with $575M Adjusted EBITDA and $212M net income; revenue growth driven by pricing and digital channels despite currency headwinds.
Risk Factors
- Currency depreciation in Brazil, Argentina, and Mexico
- Inflationary pressures on food and labor costs
- Dependence on McDonald's franchise agreements (MFA renewal risk)
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 2 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 20-F Filing (Primary) | 0001628280-26-028950 |
| Exhibit: exhibit413-arcosdoradosxcr.htm | 0001628280-26-028950 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 1, 2026 26d ago | 6-K | $6.91 $7.11 | ▲ +2.89% | ▲ +2.15% | $7.00 (+1.30%) |
Aug 13, 2026 10w ago | 6-K | $8.14 $7.91 | ▼ −2.83% | ▼ −2.63% | $7.00 (−14.00%) |
Aug 13, 2026 10w ago | 6-K | $8.14 $7.91 | ▼ −2.83% | ▼ −2.63% | $7.00 (−14.00%) |
May 20, 2026 22w ago | 6-K | $9.08 $9.15 | ▲ +0.77% | ▲ +0.58% | $7.00 (−22.91%) |
May 20, 2026 22w ago | 6-K | $9.08 $9.15 | ▲ +0.77% | ▲ +0.58% | $7.00 (−22.91%) |
Apr 30, 2026 25w ago | 20-F | $8.78 $8.65 | ▼ −1.48% | ▼ −1.14% | $7.00 (−20.27%) |
Mar 26, 2026 30w ago | 6-K | $8.00 $7.93 | ▼ −0.88% | ▼ −0.52% | $7.00 (−12.50%) |
US Market Status
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