earnings
confidence high
sentiment positive
materiality 0.75
RBI Q1: system-wide sales +6.2%, comp sales +3.2%, BK US comp +5.8%
Restaurant Brands International Limited Partnership
- Adjusted EPS $0.86, up 14.6% YoY; diluted EPS from continuing ops $0.97 vs $0.49.
- Organic Adjusted Operating Income grew 10.7%; company reaffirms 8%+ organic AOI growth for 2026.
- International delivered 20th consecutive quarter of positive comp sales; BK US comp accelerated to 5.8%.
- Resumed share repurchases in March; expects to repurchase $500 million in 2026.
- Net leverage improved to 4.2x from 4.7x; dividend continued to grow.