$MCD · MCDONALDS CORP
McDonald's reported Q3 FY2026 results: revenue of $7.157B (up 1%), net income of $2.486B (up 9%), and diluted EPS of $3.51 (up 10%). Global comparable sales rose 1.5%, with U.S. down 0.2%, International Operated Markets up 1.4%, and International Developmental Licensed Markets up 4.2%. The company declared a 4% dividend increase to $1.93 per share.
- Global comparable sales rose 1.5%, led by International Developmental Licensed Markets at +4.2%.
- U.S. comparable sales fell 0.2% on negative guest counts partly offset by check growth.
- Adjusted (non-GAAP) EPS was $3.57, up 11% excluding restructuring charges.
- Systemwide sales rose 4% to over $38B for the quarter.
- Dividend raised 4% to $1.93 per share.
Extended-hours trading shows shares up 2.57% to $269.80 vs the $263.04 regular close, indicating a positive reaction to the earnings beat and dividend increase.
McDonald's delivered a double-digit EPS gain and a dividend hike despite a U.S. comparable sales decline, signaling resilient profitability.
McDonald's modest 1.5% global comparable sales growth reflects a still-soft U.S. consumer, with international markets (Japan, Germany, Australia) driving performance.
U.S. comparable sales declined 0.2% on negative guest counts, and China comparable sales were negative, signaling demand pressure in key markets.