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McDonald Japan, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 2%, Raises Record High Profit Forecast

Fri Aug 8, 2025 3:30 pm JST Earnings

2702 McDonald's Holdings Company(Japan),Ltd. 【J-GAAP】

Earnings Report

McDonald's Holdings Company(Japan),Ltd. <2702> [TSE Std] announced its financial results after the market closed on August 8th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending December 2025 (January to June) increased 7.7% from the same period last year, reaching 26.1 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 2.1%, from the previous forecast of 48.5 billion yen to 49.5 billion yen (compared to 47.3 billion yen in the previous period), increasing the growth rate from 2.3% to 4.5%, further surpassing the previous forecast of record-high profits for three consecutive terms.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the July to December period (second half) is expected to grow 1.0% from the same period last year, reaching 23.3 billion yen.

In the most recent three-month period, from April to June (2Q), the consolidated ordinary profit grew 12.5% from the same period last year, reaching 14.3 billion yen. The operating profit margin rose from 12.5% in the same period last year to 14.0%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Jan - Jun, 2023 182,460 18,011 17,980 11,370 85.5 44.1 Aug 10, 2023 J-GAAP
Jan - Jun, 2024 200,996 23,748 24,278 14,893 112.0 51.2 Aug 9, 2024 J-GAAP
Jan - Jun, 2025 203,314 26,222 26,153 16,796 126.3 52.8 Aug 8, 2025 J-GAAP
YoY +1.2% +10.4% +7.7% +12.8% +12.8%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan - Jun, 2025 Guidance ー ー ー ー － 0 Feb 6, 2025 J-GAAP
Jan - Jun, 2025 Results 203,314 26,222 26,153 16,796 126.3 0 Aug 8, 2025 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 Prev 412,500 49,500 48,500 30,500 229.4 56 Feb 6, 2025 J-GAAP
Dec, 2025 New 412,500 51,000 49,500 31,000 233.2 56 Aug 8, 2025 J-GAAP
Revision Rate 0.0% +3.0% +2.1% +1.6% +1.6%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2024 204,481 24,273 23,111 17,068 128.4 49 Feb 6, 2025 J-GAAP
Jul - Dec, 2025 Guidance 209,186 24,778 23,347 14,204 106.8 56 Aug 8, 2025 J-GAAP
YoY +2.3% +2.1% +1.0% -16.8% -16.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 381,989 40,877 40,734 25,163 189.3 42 Feb 8, 2024 J-GAAP
Dec, 2024 405,477 48,021 47,389 31,961 240.4 49 Feb 6, 2025 J-GAAP
Dec, 2025 Guidance 412,500 51,000 49,500 31,000 233.2 56 Aug 8, 2025 J-GAAP
YoY +1.7% +6.2% +4.5% -3.0% -3.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Apr - Jun, 2024 99,627 12,491 12,710 8,162 61.4 12.5 Aug 9, 2024 J-GAAP
Jul - Sep, 2024 102,617 13,412 13,401 9,359 70.4 13.1 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 101,864 10,861 9,710 7,709 58.0 10.7 Feb 6, 2025 J-GAAP
Jan - Mar, 2025 101,217 11,947 11,848 7,621 57.3 11.8 May 9, 2025 J-GAAP
Apr - Jun, 2025 102,097 14,275 14,305 9,175 69.0 14.0 Aug 8, 2025 J-GAAP
YoY +2.5% +14.3% +12.5% +12.4% +12.4%

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