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Jun 30, 2025
RBI Q2 2025 Earnings Report
Restaurant Brands International Inc. reported its financial results for the second quarter ended June 30, 2025, showing improved sales trends and strong execution, particularly in Tim Hortons and International segments.
Key Takeaways
Restaurant Brands International (RBI) delivered a solid second quarter in 2025, with consolidated system-wide sales growing 5.3% year-over-year and comparable sales accelerating to 2.4%. The company saw strong performance from Tim Hortons Canada and Burger King International, and remains on track to achieve its 8%+ organic Adjusted Operating Income growth target for 2025.
Consolidated system-wide sales increased by 5.3% year-over-year, driven by strong international growth.
Comparable sales accelerated to 2.4%, with notable contributions from Burger King International (4.1%) and Tim Hortons Canada (3.6%).
Total revenues for the quarter reached $2.41 billion, up from $2.08 billion in the prior year.
Adjusted Diluted Earnings per Share (Adj. EPS) grew by 9.2% to $0.94, reflecting strong operational performance.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
RBI reaffirms its expectation for 8%+ organic Adjusted Operating Income growth in 2025 and anticipates reaching 5%+ Net Restaurant Growth towards the end of its long-term algorithm period (2024-2028).
Positive Outlook
- Continued expectation for 8%+ organic Adjusted Operating Income growth in 2025.
- Long-term target of 5%+ Net Restaurant Growth by 2028.
- Commitment to prioritizing debt reduction in the near term.
- Approval of a new share repurchase authorization of up to $1 billion.
- Strategic refranchising of Carrols Burger King restaurants and seeking new partners for PLK China and FHS Brazil.
Challenges Ahead
- Adjusted Interest Expense, net is expected to be around $520 million for 2025.
- Potential impacts from macro-economic pressures and currency fluctuations.
- Risks related to the financial stability of franchisees and their liquidity.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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