Restaurant Brands (QSR) reported $2.47 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 7.4%. EPS of $0.96 for the same period compares to $0.81 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $2.4 billion, representing a surprise of +2.72%. The company delivered an EPS surprise of +2.76%, with the consensus EPS estimate being $0.93.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Restaurant Brands performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:- Comparable Sales - BK - Global: 2.7% versus the seven-analyst average estimate of 1.8%.
- Comparable Sales - PLK - Global: -4.8% versus the seven-analyst average estimate of -1.9%.
- Comparable Sales - TH - Global: 2.9% versus the seven-analyst average estimate of 3.8%.
- Comparable Sales - FHS - Global: 2.1% versus the seven-analyst average estimate of 1%.
- Revenues- Advertising revenues and other services: $308 million versus the seven-analyst average estimate of $320.66 million. The reported number represents a year-over-year change of +4.4%.
- Revenues- Franchise and property revenues: $759 million compared to the $752.96 million average estimate based on seven analysts. The reported number represents a change of +4.7% year over year.
- Revenues- FHS (Firehouse Subs): $60 million versus the five-analyst average estimate of $61.23 million. The reported number represents a year-over-year change of +3.5%.
- System-wide sales- TH: $1.92 billion versus the five-analyst average estimate of $1.93 billion. The reported number represents a year-over-year change of +3%.
- System-wide sales- BK: $2.97 billion versus $2.93 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +1.9% change.
- System-wide sales- PLK: $1.5 billion versus the five-analyst average estimate of $1.53 billion. The reported number represents a year-over-year change of -2.5%.
- System-wide sales- FHS: $346 million versus $340.95 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +9.8% change.
- System-wide sales- Consolidated: $12.13 billion compared to the $11.84 billion average estimate based on five analysts. The reported number represents a change of +7.6% year over year.
View all Key Company Metrics for Restaurant Brands here>>>
Shares of Restaurant Brands have returned +1.2% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.5 Stocks Set to Double
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
