McDonald's Beats Q1 Profit and Revenue Estimates as Sales Growth Trails

businesscompany-earnings 2 posts · 2 accounts

McDonald's reported first-quarter adjusted earnings per share of $2.83 and revenue of $6.52 billion, topping analyst estimates of about $2.74 to $2.75 a share and $6.46 billion to $6.47 billion in revenue.

Comparable-sales growth was softer than expected. Global comparable sales rose 3.8% versus a 3.95% estimate, while US comparable sales increased 3.9% against an IBES estimate of 4.21%. First-quarter results included $47 million of pretax restructuring charges, or $0.05 a share, and global systemwide sales rose 11%.

From the sources (2 posts)

@financialjuice

$MCD McDonald's Q1 2026 Earnings Adj EPS $2.83, est. $2.75 Rev. $6.52B, est. $6.46B

@firstsquawk

MCDONALD'S Q1 GLOBAL COMPARABLE SALES +3.8% VS ESTIMATE +3.95% || Q1 ADJ. EPS $2.83 VS ESTIMATE $2.74 || Q1 REV $6.52 BLN VS ESTIMATE $6.47 BLN || Q1 RESULTS INCLUDE PRE-TAX RESTRUCTURING CHARGES OF $47 MLN OR $0.05/SHARE || Q1 GLOBAL SYSTE

Market impact

18 small

MCD

Why it matters: A mixed MCD earnings print (EPS and revenue beat but global and US comparable sales trailed estimates) moves only McDonald's own stock, with no genuine read-through to restaurant peers or a sector ETF.

At publish time: Headline is a single-name quarterly earnings print: EPS $2.83 and rev $6.52B beat estimates while comparable-sales growth (3.8% vs 3.95% global, 3.9% vs 4.21% US) trailed — a same-name beat/miss with no sector hook.

model confidence: high

What happened next

1–2 weeks later

played out moved down

MCD slid from ~$284 to 12-month low ~$276 within a week on analyst PT cuts and soft April comps; move confined to MCD, no sector read-through.

based on follow-up coverage

Follow-up coverage

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