McDonald's Corporation ( MCD ) Q3 2025 Earnings Call November 5, 2025 8:30 AM EST Company Participants Dexter Congbalay - Vice President of Investor Relations Christopher Kempczinski - Chairman President, & CEO Ian Borden - Executive VP & Global CFO Conference Call Participants David Palmer - Evercore ISI Institutional Equities, Research Division David Tarantino - Robert W. Baird & Co. Incorporated, Research Division Dennis Geiger - UBS Investment Bank, Research Division Gregory Francfort - Guggenheim Securities, LLC, Research Division Sara Senatore - BofA Securities, Research Division John Ivankoe - JPMorgan Chase & Co, Research Division Brian Bittner - Oppenheimer & Co. Inc., Research Division Brian Harbour - Morgan Stanley, Research Division Lauren Silberman - Deutsche Bank AG, Research Division Jeffrey Bernstein - Barclays Bank PLC, Research Division Andrew Barish - Jefferies LLC, Research Division Jon Tower - Citigroup Inc., Research Division Andrew Charles - TD Cowen, Research Division Presentation Operator Hello, and welcome to McDonald's Third Quarter 2025 Investor Conference Call.
MCD posts mixed third-quarter results as earnings slip but revenues rise, fueled by higher guest counts and solid global comps.
McDonald's (MCD) isn't just serving up Big Macs—it's dishing out serious cash to its investors. As the fast-food giant continues to balance global expansion with disciplined capital management, its shareholder returns tell a story few companies can match.
Although the revenue and EPS for McDonald's (MCD) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
McDonald's Corp (NYSE:MCD, ETR:MDO) reported third-quarter earnings that slightly missed Wall Street expectations on revenue and adjusted earnings per share but saw modest strength in US same-store sales, sending shares up 3.3% in early trading on Wednesday. The fast-food giant posted revenue of $7.08 billion for the quarter, up 3% from a year ago but below the $7.10 billion analysts had expected.
McDonald's Corporation (NYSE: MCD) reported third-quarter earnings this morning that fell short on both fronts.
McDonald's (MCD) came out with quarterly earnings of $3.22 per share, missing the Zacks Consensus Estimate of $3.35 per share. This compares to earnings of $3.23 per share a year ago.
Democrats swept three key races in New York, New Jersey and Virginia. Stocks fell as investors worried about the valuations of AI companies.
The burger giant reported its U.S. same-store sales increased 2.4% for the three months ended Sept. 30, faster growth than analysts had forecast.
McDonald's will report third-quarter earnings, as it leans into value to attract diners. Wall Street is anticipating that the fast-food giant will report same-store sales growth for the second straight quarter.
MCD gears up to release Q3 2025 earnings amid inflation and traffic challenges, banking on menu innovation and value deals to sustain growth.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for McDonald's (MCD), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended September 2025.