View ValuationMcDonald's 将来の成長Future 基準チェック /36McDonald's利益と収益がそれぞれ年間6.7%と5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に407.4% 7.8%なると予測されています。主要情報6.7%収益成長率7.77%EPS成長率Hospitality 収益成長20.7%収益成長率5.0%将来の株主資本利益率407.43%アナリストカバレッジGood最終更新日17 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • May 07First quarter 2026 earnings released: EPS: US$2.78 (vs US$2.61 in 1Q 2025)First quarter 2026 results: EPS: US$2.78 (up from US$2.61 in 1Q 2025). Revenue: US$6.52b (up 9.4% from 1Q 2025). Net income: US$1.98b (up 6.2% from 1Q 2025). Profit margin: 30% (down from 31% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Hospitality industry in Europe.お知らせ • Apr 08McDonald's Corporation, Annual General Meeting, May 20, 2026McDonald's Corporation, Annual General Meeting, May 20, 2026.Reported Earnings • Feb 13Full year 2025 earnings released: EPS: US$11.95 (vs US$11.45 in FY 2024)Full year 2025 results: EPS: US$11.95 (up from US$11.45 in FY 2024). Revenue: US$26.9b (up 3.7% from FY 2024). Net income: US$8.56b (up 4.1% from FY 2024). Profit margin: 32% (in line with FY 2024). Same store sales growth: 3.1% vs FY 2024 Total stores: 45,000 (up by 1,523 from FY 2024). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in Europe.お知らせ • Feb 10McDonald's Corporation Announces the Election of James D. Farley, Jr., to Its Board of Directors, Effective February 4, 2026McDonald's Corporation announced the election of James D. Farley, Jr., to its Board of Directors, effective February 4, 2026. Mr. Farley currently serves as President and CEO of Ford Motor Company and sits on Ford's Board of Directors, where he is guiding the company's Ford+ transformation, a strategy centered on digital innovation, customer-centric design, and operational modernization. He brings more than 30 years of experience leading complex global organizations and transforming iconic consumer brands. He previously served as chief operating officer and president of new businesses, technology and strategy teams. Earlier in his career at Ford, Farley held leadership roles overseeing Ford Europe, Middle East, and Africa; Global Marketing, Sales & Service; the ongoing reinvention of the Lincoln brand; and Ford's operations in Canada, Mexico, and South America. Prior to Ford, he spent nearly two decades at Toyota and Lexus in brand marketing and product leadership. His election brings the Board to a total of 12 members, each contributing diverse experience and expertise that strengthen McDonald’s long-term strategic direction.Declared Dividend • Feb 08Third quarter dividend of US$1.86 announcedShareholders will receive a dividend of US$1.86. Ex-date: 3rd March 2026 Payment date: 17th March 2026 Dividend yield will be 1.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 05McDonald's Declares Quarterly Cash Dividend, Payable on March 17, 2026McDonald's Corporation's Board of Directors declared a quarterly cash dividend of $1.86 per share of common stock payable on March 17, 2026 to shareholders of record at the close of business on March 3, 2026.Recent Insider Transactions • Dec 23Insider recently sold zł2.8m worth of stockOn the 16th of December, Desiree Ralls-Morrison sold around 2k shares on-market at roughly zł1,146 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth zł3.6m. Insiders have been net sellers, collectively disposing of zł50m more than they bought in the last 12 months.Board Change • Dec 22Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 3 highly experienced directors. Independent Director Mike Hsu was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 23Mcdonald's Corporation Raises Quarterly Cash Dividend, Payable on December 15, 2025McDonald's Corporation Board of Directors declared a quarterly cash dividend of $1.86 per share of common stock payable on December 15, 2025 to shareholders of record at the close of business on December 1, 2025. The 5% increase over the Company's previous quarterly dividend reflects continued confidence in the Accelerating the Arches growth strategy and ability to drive long-term profitable growth for all stakeholders.Recent Insider Transactions • Sep 04Insider recently sold zł1.2m worth of stockOn the 2nd of September, Morgan Flatley sold around 1k shares on-market at roughly zł1,151 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth zł2.8m. Insiders have been net sellers, collectively disposing of zł73m more than they bought in the last 12 months.お知らせ • Aug 26McDonald’s Corporation Appoints Saumya Mittal as Chief People Officer for AsiaMcDonald’s Corporation has announced the appointment of Saumya Mittal as its new Chief People Officer for Asia. Taking charge from Singapore, she will oversee the company’s people and culture agenda across diverse Asian markets, a region marked by rapid growth and shifting workforce dynamics. Mittal, who has built an 18-year career in human resources, previously held leadership positions at PepsiCo, focusing on talent, culture, and organisational transformation, and later at Google as APAC Commercial HR Lead. Her cross-industry experience is expected to bolster McDonald’s employee engagement and leadership pipeline in the region.Upcoming Dividend • Aug 26Upcoming dividend of US$1.77 per shareEligible shareholders must have bought the stock before 02 September 2025. Payment date: 16 September 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Polish dividend payers (7.2%). Lower than average of industry peers (5.2%).Recent Insider Transactions • Aug 21Insider recently sold zł1.1m worth of stockOn the 19th of August, Jonathan Banner sold around 1k shares on-market at roughly zł1,127 per share. This transaction amounted to 91% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth zł2.8m. Insiders have been net sellers, collectively disposing of zł73m more than they bought in the last 12 months.お知らせ • Aug 12McDonald's Introduces McDonaldland VRMcDonald's is bringing its most iconic characters and worlds to life in an all-new way. Introducing McDonaldland VR -- an interactive digital universe launching alongside the new McDonaldland Meal. Starting August 12, fans can transport themselves into McDonaldland like never before. Whether through Meta Horizon Worlds on Meta Quest or a seamless Web VR experience, visitors can explore vibrant zones, meet classic characters, play games, and unlock surprises -- all from the comfort of home. Inside McDonaldland VR, fans can: Meet Classic characters: Interact with Grimace, Hamburglar, Birdie, and others -- all fully animated and part of your journey. Play Interactive Mini-Games: Mt. McDonaldland Shake Challenge: Hop aboard The Captain's ship to collect shake ingredients from an uping volcano. Golden Arches Obstacle Course: Navigate condiment geysers, rapids, and oversized landmarks in a fast-paced, multi-zone adventure. Explore Themed Worlds: Roam through the Apple Pie Tree Forest, Hamburger Patch, and Filet-O-Fish Lake, each packed with interactive surprises and moments of delight. Find Hidden Collectibles: Hunt for Mt. McDonaldland Shake icons and unlock Easter eggs throughout the world. Earn Exclusive In-Game Wearables: Complete quests to unlock items like the Mayor McCheese Hat, Burger Buddy Backpack, and Ronald McDonald's Guitar.Recent Insider Transactions • Aug 12Insider recently sold zł2.8m worth of stockOn the 6th of August, Desiree Ralls-Morrison sold around 2k shares on-market at roughly zł1,139 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of zł72m more than they bought in the last 12 months.New Risk • Aug 06New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Significant insider selling over the past 3 months (zł5.3m sold).Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: US$3.14 (vs US$2.81 in 2Q 2024)Second quarter 2025 results: EPS: US$3.14 (up from US$2.81 in 2Q 2024). Revenue: US$6.84b (up 5.4% from 2Q 2024). Net income: US$2.25b (up 11% from 2Q 2024). Profit margin: 33% (up from 31% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in Europe.Recent Insider Transactions • Aug 05Insider recently sold zł1.1m worth of stockOn the 1st of August, Morgan Flatley sold around 976 shares on-market at roughly zł1,123 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth zł1.1m. Insiders have been net sellers, collectively disposing of zł69m more than they bought in the last 12 months.Recent Insider Transactions • Jul 30EVP & President of McDonald's USA recently sold zł1.0m worth of stockOn the 23rd of July, Joseph Erlinger sold around 939 shares on-market at roughly zł1,086 per share. This transaction amounted to 9.2% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth zł1.1m. Insiders have been net sellers, collectively disposing of zł68m more than they bought in the last 12 months.Recent Insider Transactions • Jul 25EVP & President of McDonald's USA recently sold zł1.0m worth of stockOn the 23rd of July, Joseph Erlinger sold around 939 shares on-market at roughly zł1,086 per share. This transaction amounted to 9.2% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth zł1.1m. Insiders have been net sellers, collectively disposing of zł68m more than they bought in the last 12 months.お知らせ • Jul 23McDonald's Declares Quarterly Cash Dividend, Payable on September 16, 2025McDonald's Board of Directors declared a quarterly cash dividend of $1.77 per share of common stock payable on September 16, 2025 to shareholders of record at the close of business on September 2, 2025.Recent Insider Transactions • Jul 11Insider recently sold zł1.1m worth of stockOn the 10th of July, Morgan Flatley sold around 1k shares on-market at roughly zł1,092 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth zł1.1m. Insiders have been net sellers, collectively disposing of zł67m more than they bought in the last 12 months.Upcoming Dividend • May 26Upcoming dividend of US$1.77 per shareEligible shareholders must have bought the stock before 02 June 2025. Payment date: 16 June 2025. Payout ratio is a comfortable 60% and the cash payout ratio is 75%. Trailing yield: 2.3%. Lower than top quartile of Polish dividend payers (6.8%). Lower than average of industry peers (2.8%).Recent Insider Transactions • May 25EVP & President of McDonald's USA recently sold zł1.1m worth of stockOn the 23rd of May, Joseph Erlinger sold around 939 shares on-market at roughly zł1,183 per share. This transaction amounted to 7.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth zł1.2m. Insiders have been net sellers, collectively disposing of zł68m more than they bought in the last 12 months.お知らせ • May 21McDonald's Announces Quarterly Cash Dividend, Payable on June 16, 2025McDonald's Board of Directors declared a quarterly cash dividend of $1.77 per share of common stock payable on June 16, 2025 to shareholders of record at the close of business on June 2, 2025.Reported Earnings • May 03First quarter 2025 earnings released: EPS: US$2.60 (vs US$2.67 in 1Q 2024)First quarter 2025 results: EPS: US$2.60 (down from US$2.67 in 1Q 2024). Revenue: US$5.96b (down 3.5% from 1Q 2024). Net income: US$1.87b (down 3.2% from 1Q 2024). Profit margin: 31% (in line with 1Q 2024). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Hospitality industry in Europe.Recent Insider Transactions • May 02EVP & President of McDonald's USA recently sold zł1.1m worth of stockOn the 23rd of April, Joseph Erlinger sold around 939 shares on-market at roughly zł1,198 per share. This transaction amounted to 7.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth zł13m. Insiders have been net sellers, collectively disposing of zł68m more than they bought in the last 12 months.Recent Insider Transactions • Apr 30EVP & President of McDonald's USA recently sold zł1.1m worth of stockOn the 23rd of April, Joseph Erlinger sold around 939 shares on-market at roughly zł1,198 per share. This transaction amounted to 7.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth zł13m. Insiders have been net sellers, collectively disposing of zł68m more than they bought in the last 12 months.Board Change • Apr 30High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Mike Hsu was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 22SOC Investment Group Files an Exempt Solicitation Statement with Securities and Exchange CommissionOn April 21, 2025, SOC Investment Group announced that it has filed an exempt solicitation statement with Securities and Exchange Commission, recommended the shareholders of the Company to vote against the Company board nominees Director Paul Walsh, at the annual meeting of shareholders of the Company scheduled to be held on May 20, 2025.お知らせ • Apr 08McDonald's Corporation, Annual General Meeting, May 20, 2025McDonald's Corporation, Annual General Meeting, May 20, 2025.Recent Insider Transactions • Mar 27EVP & President of McDonald's USA recently sold zł1.1m worth of stockOn the 24th of March, Joseph Erlinger sold around 939 shares on-market at roughly zł1,183 per share. This transaction amounted to 6.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth zł13m. Insiders have been net sellers, collectively disposing of zł69m more than they bought in the last 12 months.Board Change • Mar 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Mike Hsu was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 12McDonald's Corporation Announces Executive Changes, Effective on or About May 1, 2025On March 10, 2025, the Board of Directors of McDonald’s Corporation approved changes to the Company’s senior management, including the appointment of Gillian (Jill) McDonald as Executive Vice President – Global Chief Restaurant Experience Officer. Ms. McDonald, one of the Company’s named executive officers, currently serves as Executive Vice President – President, International Operated Markets (IOM), and will separate from that role on or about May 1, 2025. The Board appointed Manuel JM Steijaert, currently the Company’s Executive Vice President – Global Chief Customer Officer, to replace Ms. McDonald as Executive Vice President – President, IOM, on or about May 1, 2025.Board Change • Mar 10High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Mike Hsu was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Feb 15Chairman & CEO recently sold zł13m worth of stockOn the 11th of February, Christopher Kempczinski sold around 11k shares on-market at roughly zł1,250 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Christopher has been a net seller over the last 12 months, reducing personal holdings by zł39m.Reported Earnings • Feb 11Full year 2024 earnings released: EPS: US$11.39 (vs US$11.64 in FY 2023)Full year 2024 results: EPS: US$11.39 (down from US$11.64 in FY 2023). Revenue: US$25.9b (up 1.7% from FY 2023). Net income: US$8.22b (down 2.9% from FY 2023). Profit margin: 32% (down from 33% in FY 2023). The decrease in margin was driven by higher expenses. Same store sales growth: Down 0.1% vs FY 2023 Total stores: 43,477 (up by 1,655 from FY 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Europe.Board Change • Feb 10High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Mike Hsu was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 07Mcdonald's Corporation Announces Quarterly Cash Dividend, Payable on March 17, 2025McDonald's Board of Directors declared a quarterly cash dividend of $1.77 per share of common stock payable on March 17, 2025 to shareholders of record at the close of business on March 3, 2025.お知らせ • Jan 18John J. Mulligan to Retire from the Board of Directors of McDonald's CorporationMcDonald's Corporation announced that on January 13, 2025, Director John J. Mulligan notified the company of his decision to retire from the Company’s Board of Directors, effective as of the date of the Company’s 2025 Annual Shareholders’ Meeting. The retirement is not because of a disagreement with the Company on any matter relating to the Company’s operations, policies, or practices.Recent Insider Transactions • Dec 30EVP & President of McDonald's USA recently sold zł1.3m worth of stockOn the 23rd of December, Joseph Erlinger sold around 1k shares on-market at roughly zł1,195 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth zł1.3m. Insiders have been net sellers, collectively disposing of zł45m more than they bought in the last 12 months.Recent Insider Transactions • Dec 25EVP & President of McDonald's USA recently sold zł1.3m worth of stockOn the 23rd of December, Joseph Erlinger sold around 1k shares on-market at roughly zł1,195 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth zł1.3m. Insiders have been net sellers, collectively disposing of zł49m more than they bought in the last 12 months.Board Change • Dec 12High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Mike Hsu was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.業績と収益の成長予測WSE:MCDL - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202831,70210,3999,68212,9631412/31/202730,1619,9308,84112,3383212/31/202628,4919,1577,75611,887313/31/202627,4468,6787,03910,535N/A12/31/202526,8858,5637,18610,551N/A9/30/202526,2648,4157,37210,485N/A6/30/202526,0608,3936,8989,794N/A3/31/202525,7078,1626,7069,485N/A12/31/202425,9208,2236,6729,447N/A9/30/202425,9398,2466,5809,305N/A6/30/202425,7588,3077,0969,597N/A3/31/202425,7658,5967,1819,582N/A12/31/202325,4948,4697,2559,612N/A9/30/202325,0148,3337,1969,324N/A6/30/202324,1947,9986,6398,729N/A3/31/202323,4156,8755,6727,673N/A12/31/202223,1836,1775,4887,387N/A9/30/202223,2655,9135,7947,852N/A6/30/202223,5946,0816,0088,036N/A3/31/202223,7647,1127,0789,151N/A12/31/202123,2237,5457,1029,142N/A9/30/202122,5287,2846,6528,468N/A6/30/202121,7446,8967,0858,790N/A3/31/202119,6185,1615,3166,843N/A12/31/202019,2084,7314,6246,265N/A9/30/202019,3224,9264,2526,162N/A6/30/202019,4064,7713,4415,509N/A3/31/202021,0555,8045,2877,648N/A12/31/201921,3646,025N/A8,122N/A9/30/201921,0995,869N/A7,744N/A6/30/201920,9665,898N/A7,929N/A3/31/201920,9105,877N/A7,342N/A12/31/201821,2585,924N/A6,967N/A9/30/201821,2025,208N/A6,564N/A6/30/201821,5885,454N/A5,778N/A3/31/201822,2835,353N/A5,652N/A12/31/201722,8205,192N/A5,551N/A9/30/201723,5095,687N/A5,257N/A6/30/201724,1795,079N/A5,823N/A3/31/201724,3944,777N/A5,858N/A12/31/201624,6224,687N/A6,060N/A9/30/201624,9344,699N/A6,623N/A6/30/201625,1254,733N/A6,320N/A3/31/201625,3584,843N/A6,585N/A12/31/201525,4134,529N/A6,539N/A9/30/201525,6444,421N/A6,664N/A6/30/201526,0164,180N/A6,549N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: MCDLの予測収益成長率 (年間6.7% ) は 貯蓄率 ( 5.3% ) を上回っています。収益対市場: MCDLの収益 ( 6.7% ) Polish市場 ( 12.7% ) よりも低い成長が予測されています。高成長収益: MCDLの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: MCDLの収益 ( 5% ) Polish市場 ( 4.7% ) よりも速いペースで成長すると予測されています。高い収益成長: MCDLの収益 ( 5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: MCDLの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 407.4 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 00:35終値2026/05/20 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋McDonald's Corporation 32 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。63 アナリスト機関Jim MarroneAccountability Research CorporationJohn StaszakArgus Research CompanyDavid TarantinoBaird60 その他のアナリストを表示
Reported Earnings • May 07First quarter 2026 earnings released: EPS: US$2.78 (vs US$2.61 in 1Q 2025)First quarter 2026 results: EPS: US$2.78 (up from US$2.61 in 1Q 2025). Revenue: US$6.52b (up 9.4% from 1Q 2025). Net income: US$1.98b (up 6.2% from 1Q 2025). Profit margin: 30% (down from 31% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Hospitality industry in Europe.
お知らせ • Apr 08McDonald's Corporation, Annual General Meeting, May 20, 2026McDonald's Corporation, Annual General Meeting, May 20, 2026.
Reported Earnings • Feb 13Full year 2025 earnings released: EPS: US$11.95 (vs US$11.45 in FY 2024)Full year 2025 results: EPS: US$11.95 (up from US$11.45 in FY 2024). Revenue: US$26.9b (up 3.7% from FY 2024). Net income: US$8.56b (up 4.1% from FY 2024). Profit margin: 32% (in line with FY 2024). Same store sales growth: 3.1% vs FY 2024 Total stores: 45,000 (up by 1,523 from FY 2024). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in Europe.
お知らせ • Feb 10McDonald's Corporation Announces the Election of James D. Farley, Jr., to Its Board of Directors, Effective February 4, 2026McDonald's Corporation announced the election of James D. Farley, Jr., to its Board of Directors, effective February 4, 2026. Mr. Farley currently serves as President and CEO of Ford Motor Company and sits on Ford's Board of Directors, where he is guiding the company's Ford+ transformation, a strategy centered on digital innovation, customer-centric design, and operational modernization. He brings more than 30 years of experience leading complex global organizations and transforming iconic consumer brands. He previously served as chief operating officer and president of new businesses, technology and strategy teams. Earlier in his career at Ford, Farley held leadership roles overseeing Ford Europe, Middle East, and Africa; Global Marketing, Sales & Service; the ongoing reinvention of the Lincoln brand; and Ford's operations in Canada, Mexico, and South America. Prior to Ford, he spent nearly two decades at Toyota and Lexus in brand marketing and product leadership. His election brings the Board to a total of 12 members, each contributing diverse experience and expertise that strengthen McDonald’s long-term strategic direction.
Declared Dividend • Feb 08Third quarter dividend of US$1.86 announcedShareholders will receive a dividend of US$1.86. Ex-date: 3rd March 2026 Payment date: 17th March 2026 Dividend yield will be 1.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 05McDonald's Declares Quarterly Cash Dividend, Payable on March 17, 2026McDonald's Corporation's Board of Directors declared a quarterly cash dividend of $1.86 per share of common stock payable on March 17, 2026 to shareholders of record at the close of business on March 3, 2026.
Recent Insider Transactions • Dec 23Insider recently sold zł2.8m worth of stockOn the 16th of December, Desiree Ralls-Morrison sold around 2k shares on-market at roughly zł1,146 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth zł3.6m. Insiders have been net sellers, collectively disposing of zł50m more than they bought in the last 12 months.
Board Change • Dec 22Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 3 highly experienced directors. Independent Director Mike Hsu was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 23Mcdonald's Corporation Raises Quarterly Cash Dividend, Payable on December 15, 2025McDonald's Corporation Board of Directors declared a quarterly cash dividend of $1.86 per share of common stock payable on December 15, 2025 to shareholders of record at the close of business on December 1, 2025. The 5% increase over the Company's previous quarterly dividend reflects continued confidence in the Accelerating the Arches growth strategy and ability to drive long-term profitable growth for all stakeholders.
Recent Insider Transactions • Sep 04Insider recently sold zł1.2m worth of stockOn the 2nd of September, Morgan Flatley sold around 1k shares on-market at roughly zł1,151 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth zł2.8m. Insiders have been net sellers, collectively disposing of zł73m more than they bought in the last 12 months.
お知らせ • Aug 26McDonald’s Corporation Appoints Saumya Mittal as Chief People Officer for AsiaMcDonald’s Corporation has announced the appointment of Saumya Mittal as its new Chief People Officer for Asia. Taking charge from Singapore, she will oversee the company’s people and culture agenda across diverse Asian markets, a region marked by rapid growth and shifting workforce dynamics. Mittal, who has built an 18-year career in human resources, previously held leadership positions at PepsiCo, focusing on talent, culture, and organisational transformation, and later at Google as APAC Commercial HR Lead. Her cross-industry experience is expected to bolster McDonald’s employee engagement and leadership pipeline in the region.
Upcoming Dividend • Aug 26Upcoming dividend of US$1.77 per shareEligible shareholders must have bought the stock before 02 September 2025. Payment date: 16 September 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Polish dividend payers (7.2%). Lower than average of industry peers (5.2%).
Recent Insider Transactions • Aug 21Insider recently sold zł1.1m worth of stockOn the 19th of August, Jonathan Banner sold around 1k shares on-market at roughly zł1,127 per share. This transaction amounted to 91% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth zł2.8m. Insiders have been net sellers, collectively disposing of zł73m more than they bought in the last 12 months.
お知らせ • Aug 12McDonald's Introduces McDonaldland VRMcDonald's is bringing its most iconic characters and worlds to life in an all-new way. Introducing McDonaldland VR -- an interactive digital universe launching alongside the new McDonaldland Meal. Starting August 12, fans can transport themselves into McDonaldland like never before. Whether through Meta Horizon Worlds on Meta Quest or a seamless Web VR experience, visitors can explore vibrant zones, meet classic characters, play games, and unlock surprises -- all from the comfort of home. Inside McDonaldland VR, fans can: Meet Classic characters: Interact with Grimace, Hamburglar, Birdie, and others -- all fully animated and part of your journey. Play Interactive Mini-Games: Mt. McDonaldland Shake Challenge: Hop aboard The Captain's ship to collect shake ingredients from an uping volcano. Golden Arches Obstacle Course: Navigate condiment geysers, rapids, and oversized landmarks in a fast-paced, multi-zone adventure. Explore Themed Worlds: Roam through the Apple Pie Tree Forest, Hamburger Patch, and Filet-O-Fish Lake, each packed with interactive surprises and moments of delight. Find Hidden Collectibles: Hunt for Mt. McDonaldland Shake icons and unlock Easter eggs throughout the world. Earn Exclusive In-Game Wearables: Complete quests to unlock items like the Mayor McCheese Hat, Burger Buddy Backpack, and Ronald McDonald's Guitar.
Recent Insider Transactions • Aug 12Insider recently sold zł2.8m worth of stockOn the 6th of August, Desiree Ralls-Morrison sold around 2k shares on-market at roughly zł1,139 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of zł72m more than they bought in the last 12 months.
New Risk • Aug 06New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Significant insider selling over the past 3 months (zł5.3m sold).
Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: US$3.14 (vs US$2.81 in 2Q 2024)Second quarter 2025 results: EPS: US$3.14 (up from US$2.81 in 2Q 2024). Revenue: US$6.84b (up 5.4% from 2Q 2024). Net income: US$2.25b (up 11% from 2Q 2024). Profit margin: 33% (up from 31% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in Europe.
Recent Insider Transactions • Aug 05Insider recently sold zł1.1m worth of stockOn the 1st of August, Morgan Flatley sold around 976 shares on-market at roughly zł1,123 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth zł1.1m. Insiders have been net sellers, collectively disposing of zł69m more than they bought in the last 12 months.
Recent Insider Transactions • Jul 30EVP & President of McDonald's USA recently sold zł1.0m worth of stockOn the 23rd of July, Joseph Erlinger sold around 939 shares on-market at roughly zł1,086 per share. This transaction amounted to 9.2% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth zł1.1m. Insiders have been net sellers, collectively disposing of zł68m more than they bought in the last 12 months.
Recent Insider Transactions • Jul 25EVP & President of McDonald's USA recently sold zł1.0m worth of stockOn the 23rd of July, Joseph Erlinger sold around 939 shares on-market at roughly zł1,086 per share. This transaction amounted to 9.2% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth zł1.1m. Insiders have been net sellers, collectively disposing of zł68m more than they bought in the last 12 months.
お知らせ • Jul 23McDonald's Declares Quarterly Cash Dividend, Payable on September 16, 2025McDonald's Board of Directors declared a quarterly cash dividend of $1.77 per share of common stock payable on September 16, 2025 to shareholders of record at the close of business on September 2, 2025.
Recent Insider Transactions • Jul 11Insider recently sold zł1.1m worth of stockOn the 10th of July, Morgan Flatley sold around 1k shares on-market at roughly zł1,092 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth zł1.1m. Insiders have been net sellers, collectively disposing of zł67m more than they bought in the last 12 months.
Upcoming Dividend • May 26Upcoming dividend of US$1.77 per shareEligible shareholders must have bought the stock before 02 June 2025. Payment date: 16 June 2025. Payout ratio is a comfortable 60% and the cash payout ratio is 75%. Trailing yield: 2.3%. Lower than top quartile of Polish dividend payers (6.8%). Lower than average of industry peers (2.8%).
Recent Insider Transactions • May 25EVP & President of McDonald's USA recently sold zł1.1m worth of stockOn the 23rd of May, Joseph Erlinger sold around 939 shares on-market at roughly zł1,183 per share. This transaction amounted to 7.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth zł1.2m. Insiders have been net sellers, collectively disposing of zł68m more than they bought in the last 12 months.
お知らせ • May 21McDonald's Announces Quarterly Cash Dividend, Payable on June 16, 2025McDonald's Board of Directors declared a quarterly cash dividend of $1.77 per share of common stock payable on June 16, 2025 to shareholders of record at the close of business on June 2, 2025.
Reported Earnings • May 03First quarter 2025 earnings released: EPS: US$2.60 (vs US$2.67 in 1Q 2024)First quarter 2025 results: EPS: US$2.60 (down from US$2.67 in 1Q 2024). Revenue: US$5.96b (down 3.5% from 1Q 2024). Net income: US$1.87b (down 3.2% from 1Q 2024). Profit margin: 31% (in line with 1Q 2024). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Hospitality industry in Europe.
Recent Insider Transactions • May 02EVP & President of McDonald's USA recently sold zł1.1m worth of stockOn the 23rd of April, Joseph Erlinger sold around 939 shares on-market at roughly zł1,198 per share. This transaction amounted to 7.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth zł13m. Insiders have been net sellers, collectively disposing of zł68m more than they bought in the last 12 months.
Recent Insider Transactions • Apr 30EVP & President of McDonald's USA recently sold zł1.1m worth of stockOn the 23rd of April, Joseph Erlinger sold around 939 shares on-market at roughly zł1,198 per share. This transaction amounted to 7.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth zł13m. Insiders have been net sellers, collectively disposing of zł68m more than they bought in the last 12 months.
Board Change • Apr 30High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Mike Hsu was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 22SOC Investment Group Files an Exempt Solicitation Statement with Securities and Exchange CommissionOn April 21, 2025, SOC Investment Group announced that it has filed an exempt solicitation statement with Securities and Exchange Commission, recommended the shareholders of the Company to vote against the Company board nominees Director Paul Walsh, at the annual meeting of shareholders of the Company scheduled to be held on May 20, 2025.
お知らせ • Apr 08McDonald's Corporation, Annual General Meeting, May 20, 2025McDonald's Corporation, Annual General Meeting, May 20, 2025.
Recent Insider Transactions • Mar 27EVP & President of McDonald's USA recently sold zł1.1m worth of stockOn the 24th of March, Joseph Erlinger sold around 939 shares on-market at roughly zł1,183 per share. This transaction amounted to 6.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth zł13m. Insiders have been net sellers, collectively disposing of zł69m more than they bought in the last 12 months.
Board Change • Mar 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Mike Hsu was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 12McDonald's Corporation Announces Executive Changes, Effective on or About May 1, 2025On March 10, 2025, the Board of Directors of McDonald’s Corporation approved changes to the Company’s senior management, including the appointment of Gillian (Jill) McDonald as Executive Vice President – Global Chief Restaurant Experience Officer. Ms. McDonald, one of the Company’s named executive officers, currently serves as Executive Vice President – President, International Operated Markets (IOM), and will separate from that role on or about May 1, 2025. The Board appointed Manuel JM Steijaert, currently the Company’s Executive Vice President – Global Chief Customer Officer, to replace Ms. McDonald as Executive Vice President – President, IOM, on or about May 1, 2025.
Board Change • Mar 10High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Mike Hsu was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Feb 15Chairman & CEO recently sold zł13m worth of stockOn the 11th of February, Christopher Kempczinski sold around 11k shares on-market at roughly zł1,250 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Christopher has been a net seller over the last 12 months, reducing personal holdings by zł39m.
Reported Earnings • Feb 11Full year 2024 earnings released: EPS: US$11.39 (vs US$11.64 in FY 2023)Full year 2024 results: EPS: US$11.39 (down from US$11.64 in FY 2023). Revenue: US$25.9b (up 1.7% from FY 2023). Net income: US$8.22b (down 2.9% from FY 2023). Profit margin: 32% (down from 33% in FY 2023). The decrease in margin was driven by higher expenses. Same store sales growth: Down 0.1% vs FY 2023 Total stores: 43,477 (up by 1,655 from FY 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Europe.
Board Change • Feb 10High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Mike Hsu was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 07Mcdonald's Corporation Announces Quarterly Cash Dividend, Payable on March 17, 2025McDonald's Board of Directors declared a quarterly cash dividend of $1.77 per share of common stock payable on March 17, 2025 to shareholders of record at the close of business on March 3, 2025.
お知らせ • Jan 18John J. Mulligan to Retire from the Board of Directors of McDonald's CorporationMcDonald's Corporation announced that on January 13, 2025, Director John J. Mulligan notified the company of his decision to retire from the Company’s Board of Directors, effective as of the date of the Company’s 2025 Annual Shareholders’ Meeting. The retirement is not because of a disagreement with the Company on any matter relating to the Company’s operations, policies, or practices.
Recent Insider Transactions • Dec 30EVP & President of McDonald's USA recently sold zł1.3m worth of stockOn the 23rd of December, Joseph Erlinger sold around 1k shares on-market at roughly zł1,195 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth zł1.3m. Insiders have been net sellers, collectively disposing of zł45m more than they bought in the last 12 months.
Recent Insider Transactions • Dec 25EVP & President of McDonald's USA recently sold zł1.3m worth of stockOn the 23rd of December, Joseph Erlinger sold around 1k shares on-market at roughly zł1,195 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth zł1.3m. Insiders have been net sellers, collectively disposing of zł49m more than they bought in the last 12 months.
Board Change • Dec 12High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Mike Hsu was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.