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Restaurant Brands International Inc. Reports Fourth Quarter and Full Year 2025 Results

Restaurant Brands International Inc. (RBI), the parent company of several well-known fast-food chains, released its financial results for the fourth quarter and the full year ended December 31, 2025. Despite facing various challenges, RBI demonstrated notable growth in both sales and profitability, reflecting the effectiveness of its strategic initiatives and operational focus.

Performance Highlights

In Q4, consolidated system-wide sales increased by 5.8%, while overall sales for 2025 saw a 5.3% growth. The improvement was driven by robust comparable sales growth of 3.1% in the fourth quarter, with 6.1% growth from international markets, 2.8% from Tim Hortons in Canada, and 2.6% from Burger King in the US. Notably, RBI has maintained a growth trajectory over the past three years, with approximately 8% organic Adjusted Operating Income growth, indicating a strong operational foundation.

Strategic Insights from Leadership

Josh Kobza, CEO of RBI, commented on the company’s performance in 2025, emphasizing the strengthening of their brands through diligent execution by both corporate teams and franchise partners. He expressed optimism as the company moves into 2026, pointing out an improved and more focused structure to ensure long-term success.

Detailed Financial Overview

RBI reported total revenues of $2.466 billion for Q4, a commendable increase from $2.296 billion in the previous year’s quarter. Annual revenue also rose significantly, reaching $9.434 billion, up from $8.406 billion in 2024. Key operational metrics indicate:

• - Net Restaurant Growth: 2.9% in Q4 and 2.9% for the entire year.
• - System Restaurant Count: 33,041 at the end of Q4, compared to 32,125 at the same time last year.

Profitability Metrics

The company’s income from operations for Q4 was $621 million, showing a slight decline of 2.2% year-on-year, reflecting rising operational costs amidst growth. However, net income from continuing operations was reported at $274 million, a 24.1% decrease from the previous year’s $361 million, primarily impacted by fluctuations in operational expenditures.

Adjusted Operating Income reached $674 million in Q4, a 16.5% year-on-year increase, bolstered by increased supply chain sales and operational efficiencies. The company also saw an increase in Adjusted EBITDA, registering $772 million for the quarter. Key figures include:

• - Adjusted Diluted Earnings Per Share (EPS): $0.96 in Q4 compared to $0.81 in the previous year.
• - Net Leverage Ratio: remained steady at 4.2x, improved from 4.6x, which positions the company favorably in managing its financial obligations.

Future Guidance and Strategic Initiatives

Looking ahead to 2026, RBI has set ambitious targets, anticipating continued organic growth in Adjusted Operating Income exceeding 8% and a comparable sales increase above 3%. The company also aims for a net restaurant growth of over 5% towards the end of its strategic push.

As part of its long-term growth algorithm, RBI’s focus remains on enhancing brand strength while capitalizing on operational efficiencies to deliver sustainable financial performance. Additionally, the company has outlined plans for significant capital investments to further drive brand innovation and expand its global footprint.

Conclusion

The results for Restaurant Brands International Inc. in Q4 and the full year of 2025 illustrate a trajectory of growth and resilience in a competitive market. With robust financial metrics and a clear strategic framework, RBI is well-positioned to adapt to changing market dynamics while fostering long-term growth and profitability. Investors and stakeholders can look forward to an investor conference call scheduled for February 12, 2026, which will provide further insights into the company’s future performance and strategic direction.