"Q1 2026 EPS came in at $2.83 against a $2.74 estimate, a 3.11% beat, and revenue of $6.52 billion grew 9.44% year over year. Global comps swung to 3.8% from -1.0% a year earlier, and U.S. comps printed 3.9% on positive check growth. CEO Chris Kempczinski put it bluntly: "McDonald's delivered this quarter. Our 6% global Systemwide sales growth shows how we executed with discipline.""
"The loyalty platform crossed $9 billion in Q1 systemwide sales across 70 markets, with trailing 12-month loyalty sales above $38 billion. International Operated Markets revenue grew 14%, helped by a $313 million FX tailwind, and management is guiding to roughly 2,600 new openings and 2,100 net additions in 2026. Of 36 covering analysts, 19 rate the stock Buy or Strong Buy with a consensus target of $344.55."
"The bear case starts with leverage. Net debt to EBITDA of 3.71 and a $1.79B shareholders' equity deficit reflect aggressive debt-funded buybacks, and management is guiding interest expense up 4-6% in 2026. Restructuring charges from Accelerating the Organization run through 2027, an"
McDonald's reported Q1 2026 EPS of $2.83 versus a $2.74 estimate and revenue of $6.52 billion, up 9.44% year over year. Global comps improved to 3.8% from -1.0%, and U.S. comps rose to 3.9% supported by positive check growth. The loyalty platform generated over $9 billion in Q1 systemwide sales across 70 markets, with trailing 12-month loyalty sales above $38 billion. International operated markets revenue grew 14% aided by a $313 million FX tailwind, and management guided to about 2,600 new openings and 2,100 net additions in 2026. Risks include leverage, rising interest expense, and restructuring charges through 2027.
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