QSR Q4 2025

Q4 2025 Q3 2025 Q2 2025 Q1 2025

Earnings

Restaurant Brands International closed out Q4 2025 on a confident note, posting adjusted diluted EPS of $0.96 against a consensus estimate of $0.95, a beat of 1.05%, while revenue of $2.47 billion topped the $2.40 billion estimate by 2.58% and climbe… Read more Restaurant Brands International closed out Q4 2025 on a confident note, posting adjusted diluted EPS of $0.96 against a consensus estimate of $0.95, a beat of 1.05%, while revenue of $2.47 billion topped the $2.40 billion estimate by 2.58% and climbed 7.4% year over year. The most material engine behind those results was the International segment, where adjusted operating income surged 30.5% to $191.00 million on constant-currency system-wide sales growth of 11.9%, underscoring the company's broadening global footprint. Tim Hortons' contributions also steadied the portfolio, with Canadian comparable sales up 2.8%, even as Popeyes remained a drag, its comparable sales falling 4.8% in the quarter. On a consolidated basis, Q4 Adjusted Operating Income rose 16.5% to $674.00 million, capping what the company described as its third consecutive year of approximately 8% organic AOI growth. Looking ahead, RBI reaffirmed long-term targets of 3%-plus comparable sales and 8%-plus organic AOI growth through 2028, and plans to return $1.6 billion of capital to shareholders in 2026, signaling continued confidence in its multi-brand franchise model.