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Dec 31, 2025
RBI Q4 2025 Earnings Report
RBI reported solid Q4 2025 results with revenue growth and double-digit Adjusted EBITDA expansion despite lower GAAP net income.
Key Takeaways
RBI generated 2466000000 in total revenue in Q4 2025, up from the prior year, while net income from continuing operations declined to 274000000. Adjusted EBITDA increased to 772000000, supported by strong international comparable sales and system-wide sales growth.
Total revenues increased to 2466000000.
Adjusted EBITDA rose to 772000000.
System-wide sales growth was 5.8%.
Consolidated comparable sales increased 3.1%.
Revenue by Segment
Forward Guidance
For 2026, RBI expects controlled G&A spending, stable interest expense, and approximately 400000000 in capital expenditures, while maintaining its long-term algorithm of 3%+ comparable sales and 8%+ organic AOI growth.
Positive Outlook
- Segment G&A (excluding RH) expected between 600000000 and 620000000.
- RH Segment G&A expected around 100000000.
- Adjusted Interest Expense expected between 500000000 and 520000000.
- Total Capex and Cash Inducements expected around 400000000.
- Long-term expectation of 3%+ comparable sales growth.
Challenges Ahead
- Exposure to FX volatility.
- Commodity cost pressures.
- Refranchising execution risk.
- Debt leverage remains elevated.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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