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.
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Restaurant Brands International Inc. (QSR): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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