Every material Form 8-K McDonald's has filed with the SEC since February 10, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
McDonald's Corporation reported its third quarter 2026 financial results, posting revenues of $7.2 billion and a diluted earnings per share of $3.51. Global comparable sales increased 1.5% for the quarter, while consolidated operating income rose 7% to $3.6 billion. Shareholders also saw a 4% increase in the quarterly cash dividend to $1.93 per share.
Global comparable sales increased 1.5% for the quarter ended September 30, 2026.
Diluted earnings per share reached $3.51, representing a 10% increase compared to the prior year.
Consolidated operating income grew 7% to $3.595 billion, which includes pre-tax restructuring charges of $56 million.
The quarterly cash dividend was increased by 4% to $1.93 per share.
McDonald's unveiled its McDonald's > NEXT strategy and multi-year financial targets, running through 2030, in a press release tied to its Investor Day on September 23, 2026. The company plans about $8.5 billion in total NEXT partnering support for franchisees through 2036, including about $5 billion through 2030, and says the targets are meant to drive growth and efficiency for shareholders.
Targets 1.5 percentage points of share gains in both chicken and beverage by 2030 while maintaining beef market share leadership
Targets an operating margin in the low-to-mid 50% range by 2030 and about 250 basis points of gross restaurant-level efficiency gains
Plans about $8.5 billion in total NEXT partnering support through 2036, including about $5 billion through 2030, via rent relief and capital support
Expects about $3 billion of annual baseline capital expenditures from 2027 through 2030, plus $1.5 billion to $2 billion of cumulative capital partnering support
McDonald's appointed Skye Anderson, a company executive with more than 26 years of service, as President of McDonald's USA effective August 4, 2026. She succeeds Joe Erlinger, who has decided to leave the company after more than two decades, and who will advise through early 2027.
Skye Anderson appointed President, McDonald's USA, effective August 4, 2026; she will oversee nearly 14,000 U.S. restaurants
Anderson succeeds Joe Erlinger, who is leaving the company after almost seven years leading the U.S. business
Erlinger will serve as an advisor until early 2027 to support the transition
Anderson had returned to McDonald's USA as Chief Operating Officer earlier this year as part of a planned transition
McDonald's reported second-quarter 2026 revenue of $7.1 billion, up 4%, and diluted earnings per share of $3.32, up 6% from $3.14 a year earlier. U.S. comparable sales rose 0.8%, below the 2.5% gain in the prior-year quarter, and the company named Skye Anderson President of McDonald's USA to lead its largest market.
Revenues rose 4% to $7.1 billion; global comparable sales increased 1.3%, with U.S. up 0.8% versus 2.5% a year earlier.
Diluted EPS was $3.32 versus $3.14, including $0.06 per share of pre-tax charges, mainly restructuring tied to Accelerating the Organization.
In the quarter, the company paid a dividend of $1.86 per share ($1.3 billion) and repurchased 3.0 million shares for $858 million.
Skye Anderson was appointed President of McDonald's USA.
McDonald's reported first quarter 2026 results with revenue up 9% to $6,517 million and diluted earnings per share up 7% to $2.78, both helped in part by currency translation. Excluding restructuring charges, the company said diluted EPS was $2.83, up 6%, and it reaffirmed a 2026 outlook with operating margin in the mid-to-high 40% range.
Global comparable sales rose 3.8%, with the U.S. up 3.9% and International Operated Markets up 3.9%.
Operating income rose 12% to $2,953 million; charges of $47 million related to Accelerating the Organization restructuring were included.
Net income rose 6% to $1,983 million; the effective tax rate was 22.0% versus 19.8% a year earlier.
The company paid a quarterly dividend of $1.86 per share, or $1.3 billion, and repurchased 1.3 million shares for $393 million during the quarter.
McDonald's reported fourth-quarter 2025 revenue of $7.0 billion, up 10%, and diluted earnings per share of $3.03, up 8%. For the full year, diluted EPS rose 5% to $11.95, and the company declared a 5% increase in its quarterly dividend to $1.86 per share. Results included restructuring-related pre-tax charges, and the filing says these charges will continue through 2027 under the Accelerating the Organization effort.
Fourth-quarter global comparable sales rose 5.7%, with U.S. comparable sales up 6.8%.
Full-year 2025 revenue was $26.9 billion, up 4%, and net income was $8.6 billion, up 4%.
Fourth-quarter results included $80 million in pre-tax charges, or $0.09 per share, mainly for restructuring; the quarterly dividend was raised to $1.86 per share.
McDonald's board increased its size to 12 directors and elected James D. Farley Jr., president and CEO of Ford Motor Company, effective February 4, 2026. The board said he is independent and has not been named to any board committee.
Board expanded to 12 directors, effective February 4, 2026, and Farley elected the same day.
Farley currently serves as President and CEO of Ford Motor Company and sits on Ford's board.
Farley has no board committee assignments yet; he will receive director compensation generally consistent with non-employee directors.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every McDonald's filing is on SEC EDGAR ↗. 8-K briefs of other companies →