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Revenue by Segment
Breaks down revenue by different business segments, highlighting which areas are driving growth and profitability. This reveals strategic focus and potential vulnerabilities in the business model.Franchised Restaurants increasingly drive McDonald’s top-line, rising steadily through 2024–25 as openings and system comps accelerate—consistent with management’s 1,000‑China openings and 50k-by‑2027 push—while Company‑Owned Restaurants revenue is flatter and more volatile, mirroring the call’s “not acceptable” McOpCo margin comment and operational strain. The “Other” line has stepped up since late‑2024 (and likely benefits from FX and fee/royalty growth), amplifying reported EPS; risks remain from franchisee profitability pressure, higher input inflation and an expected Q2 comp slowdown.
Date | Other | Company Owned Restaurants | Franchised Restaurants |
|---|---|---|---|
Jun 30, 2026 | $182.00M | $2.52B | $4.39B |
Mar 31, 2026 | $193.00M | $2.32B | $4.01B |
Dec 31, 2025 | $162.00M | $2.54B | $4.31B |
Sep 30, 2025 | $151.00M | $2.56B | $4.36B |
Jun 30, 2025 | $172.00M | $2.46B | $4.21B |
Mar 31, 2025 | $162.00M | $2.13B | $3.66B |
Dec 31, 2024 | $120.00M | $2.31B | $3.96B |
Sep 30, 2024 | $124.00M | $2.66B | $4.09B |
Jun 30, 2024 | $89.00M | $2.46B | $3.94B |
Mar 31, 2024 | $91.00M | $2.35B | $3.72B |