Price (90d)
No price history yet — the daily price refresh runs once a day.
Signal Score (90d)
70Quote
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 |
Social Signal Score
Earnings
Wed, Nov 11(in 3 months)
Consensus estimate $0.17 per share
Typical surprise +27.3% (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$0.12 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.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from ARCO's reported EPS growth of 46.4% a year over 4 years. Historical EPS growth of 46% reflects a recovery from a low base and won't persist. Capped at 30% as a starting point.
- EPS in 5 years
- $3.74
- Implied price
- $26.17
- Return from $7.91
- 27.0% a year
To earn 15.0% a year on these assumptions you'd need to buy at $13.01 — today's price is already 39.2% below that.
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 |
|---|---|---|---|---|---|
| 20.0% | -1.0% | 9.6% | 17.3% | 23.3% | 28.4% |
| 25.0% | 3.1% | 14.2% | 22.1% | 28.4% | 33.7% |
| 30.0% | 7.2% | 18.8% | 27.0% | 33.6% | 39.1% |
| 35.0% | 11.4% | 23.3% | 31.9% | 38.7% | 44.4% |
| 40.0% | 15.5% | 27.9% | 36.8% | 43.9% | 49.8% |
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.
Mentions (4)
- Newsseekingalpha.com·1d 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·1d 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·2d 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·2d 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 ↗