McDonald's Corporation reported third quarter 2026 results with a beat on the bottom line despite top-line headwinds. Consolidated revenue grew 1% to $7.16 billion, while global comparable sales increased 1.5%, coming in slightly below investor expectations as U.S. traffic remained pressured.
Key Highlights
- Global comparable sales rose 1.5%, missing the 1.7% analyst estimate due to a 0.2% decline in U.S. performance.
- Diluted EPS reached $3.51 ($3.57 adjusted), exceeding the $3.38 consensus estimate despite higher restructuring charges.
- International Developmental Licensed Markets led growth with a 4.2% comparable sales increase, driven by strong performance in Japan.
- The company declared a 4% increase in its quarterly dividend to $1.93 per share and repurchased $519 million in common stock.