Price
No data yet.
Social Signal Score
Analyst Ratings
12 analystsRevenue
$1.31B+68.33%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Luis Raganato
- Sector
- Consumer Cyclical
- Industry
- Restaurants
- Employees
- 100,000
- Beta
- 0.49
- Country
- UY
- Piotroski score
- 6 / 9 (Middling)
- Altman Z-score
- 2.21
Financials
Revenue
$1.31B+68.3%Net Income
$45.01MEBITDA
$131.46M+122.2%Free Cash Flow
$56.45M+114.6%EPS (diluted)
$0.21Shares Outstanding (diluted)
210.66M-2.7%Operating Expenses
$80.36MCash & Debt
$269.99MReturn of Capital
$29.59MRevenue by Segment (annual)
$426.16MDividend per Share
$0.07Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $4.68B | $212.12M | $1.01 |
| 2024 | $4.47B | $148.76M | $0.71 |
| 2023 | $4.33B | $181.27M | $0.86 |
| 2022 | $3.62B | $140.34M | $0.67 |
| 2021 | $2.66B | $45.49M | $0.22 |
| 2020 | $1.98B | $-149.45M | $-0.73 |
| 2019 | $2.96B | $79.90M | $0.38 |
| 2018 | $3.08B | $36.85M | $0.17 |
| 2017 | $3.32B | $129.17M | $0.59 |
| 2016 | $2.93B | $78.81M | $0.36 |
| 2015 | $3.05B | $-51.63M | $-0.24 |
| 2014 | $3.65B | $-109.33M | $-0.51 |
| 2013 | $4.03B | $53.85M | $0.25 |
| 2012 | $3.80B | $114.33M | $0.54 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from ARCO's reported EPS growth of 4.9% a year over 13 years.
- EPS in 5 years
- $1.28
- Implied price
- $8.95
- Return from $7.11
- 4.7% a year
To earn 15.0% a year on these assumptions you'd need to buy at $4.45 — -37.4% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 3 | 5 | 7 | 9 | 11 |
|---|---|---|---|---|---|
| -5.1% | -20.0% | -11.4% | -5.3% | -0.4% | 3.7% |
| -0.1% | -15.8% | -6.8% | -0.3% | 4.9% | 9.2% |
| 4.9% | -11.6% | -2.1% | 4.7% | 10.1% | 14.6% |
| 9.9% | -7.4% | 2.6% | 9.7% | 15.4% | 20.1% |
| 14.9% | -3.2% | 7.2% | 14.7% | 20.6% | 25.6% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
45-70.65%Social Signal Score
Mentions (7)
- Newsmarketbeat.com·4d ago·Neutral
Arcos Dorados Targets 600 Openings, Higher Cash Flow in Long-Term Growth Plan Arcos Dorados NYSE: ARCO, the largest McDonald's restaurant operator in Latin America and the Caribbean, used its 2026 Investor Day to outline a multiyear growth plan centered on restaurant development, digital capabilities, margin improvement and free-cash-flow generation.
View source ↗ - Newsseekingalpha.com·4d ago·Positive
Arcos Dorados Holdings Inc. (ARCO) Analyst/Investor Day Transcript Arcos Dorados Holdings Inc. (ARCO) Analyst/Investor Day Transcript
View source ↗ - Newsbusinesswire.com·5d ago·Negative
…rados to Host 2026 Investor Day, Outlining Long-Term Growth Strategy and Financial Framework MONTEVIDEO, Uruguay--(BUSINESS WIRE)--Arcos Dorados Holdings Inc. (NYSE: ARCO) (“Arcos Dorados” or the “Company”), Latin America's largest restaurant chain and the world's largest independent McDonald's franchisee, will host its 2026 Investor Day today. Executive Chairman Woods Staton, Chief Executive Officer Luis Raganato and other members of the senior management team will outline the Company's long-te…
View source ↗ - Newsseekingalpha.com·52d ago·Positive
Arcos Dorados Holdings Inc. (ARCO) Q2 2026 Earnings Call Transcript Arcos Dorados Holdings Inc. (ARCO) Q2 2026 Earnings Call Transcript
View source ↗ - Newsmarketbeat.com·53d ago·Positive
Arcos Dorados Q2 Earnings Call Highlights Arcos Dorados NYSE: ARCO reported record second-quarter revenue, adjusted EBITDA, net income and earnings per share for the period, as digital sales growth, market-share gains and FIFA World Cup promotions helped offset uneven consumer conditions across Latin America.
View source ↗ - Newszacks.com·54d ago·Positive
Arcos Dorados (ARCO) Surpasses Q2 Earnings and Revenue Estimates Arcos Dorados (ARCO) came out with quarterly earnings of $0.22 per share, beating the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.11 per share a year ago.
View source ↗ - Newsbusinesswire.com·54d ago·Negative
Arcos Dorados Reports Second Quarter 2026 Financial Results MONTEVIDEO, Uruguay--(BUSINESS WIRE)--Arcos Dorados Holdings Inc. (NYSE: ARCO) (“Arcos Dorados” or the “Company”), Latin America and the Caribbean's largest restaurant chain and the world's largest independent McDonald's franchisee, today reported unaudited results for the three and six months ended June 30, 2026. Message from Luis Raganato, Chief Executive Officer Over the last several quarters, we have taken important steps to improve…
View source ↗
Earnings
Wed, Nov 18(in 6 weeks)
Consensus estimate $0.17 per share
Typical surprise +49.2% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Aug 13$0.22 vs $0.15beat
- Wed, May 20$0.17 vs $0.11beat
- Thu, Mar 19$-0.04 vs $0.20miss
- Wed, Nov 12$0.71 vs $0.10beat
- Wed, Aug 13$0.11 vs $0.05beat
- Wed, May 14$0.07 vs $0.13miss
Estimates and results for ARCO via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by ARCO officers and directors.
- Bought
- —
- Sold
- $442k
0 trades
4 trades
- Hernandez Artigas Carlossold
- Hernandez Artigas Carlossold
- Hernandez Artigas Carlossold
- Hernandez Artigas Carlossold
80 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
No disclosed congressional trades in ARCO.
Self-reported filings, amounts as brackets. Via Senate/House disclosures.