#United States #Miami #Tim Hortons #Burger King #Restaurant Brands International

Financial Overview

Restaurant Brands International Inc. (RBI) has revealed its financial performance for the third quarter of 2025, ending September 30. This report highlights significant growth in system-wide sales and comparable sales across its brands, particularly in the international markets.

Key Achievements

RBI reported a 6.9% increase in consolidated system-wide sales compared to the previous year, showing a robust demand for its offerings. This growth is driven primarily by 12.1% growth in international markets, underscoring the brand's expanding global reach. Notably, comparable sales grew by 4.0%, with Burger King showing an increase of 6.4% internationally, while Tim Hortons in Canada reported a strong 4.2% growth.

Chief Executive Officer Josh Kobza expressed satisfaction with the results, stating that the company's performance reflects an alignment between RBI and its franchise partners. The franchisees' commitment and disciplined execution of business strategies are pivotal in maintaining growth momentum.

Financial Metrics

In terms of financial performance, here are some significant metrics:

• - Total Revenues: $2,449 million, compared to $2,291 million in Q3 2024.
• - Net Income: Increased to $440 million from $357 million in the same quarter last year.
• - Diluted Earnings per Share: Rose to $0.96, up from $0.79 year-over-year.
• - Adjusted Operating Income (AOI) reached $702 million, reflecting an 8.8% increase.

These figures illustrate RBI's successful execution of operational strategies and effective management as the company aims for continued growth.

Segment Performance

The quarterly report indicates a growth trajectory across RBI’s various brands, including:

• - Tim Hortons: Achieved a 4.8% increase in system-wide sales and a comparable sales growth of 4.2%.
• - Burger King: Reported system-wide sales of $2,956 million with comparable sales uplifted to 3.1%.
• - Popeyes: Showed a 10.7% growth in system-wide sales, indicating strong consumer demand.
• - Firehouse Subs: Experienced growth of 2.6% in comparable sales, signifying a positive note in this segment as well.

Capital Allocation and Future Guidance

RBI acknowledges the current macroeconomic challenges while expressing optimistic projections for the future. For 2025, the company anticipates organic adjusted operating income growth exceeding 8%. The Board of Directors also declared a quarterly dividend of $0.62 per share, payable in January 2026, indicating confidence in sustainable profitability and return on investments.

Conclusion

Overall, Restaurant Brands International Inc.’s Q3 2025 financial results are indicative of its strong market position and effective growth strategies across all brands. The company's focus on international expansion and partnerships with franchisees is pivotal as they aim to enhance operational metrics and shareholder value. Investors and stakeholders can expect RBI to maintain this positive trajectory as it takes measures towards innovative growth and expansion in existing and new markets.