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McDonald Japan, Jan-Sep (Cumulative 3Q) Ordinary Profit Increases by 13%, Jul-Sep Ordinary Profit Increases by 21%

Fri Nov 7, 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 November 7th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending December 2025 (January to September) increased 12.6% from the same period last year, reaching 42.4 billion yen. Progress toward the full-year plan of 49.5 billion yen was 85.7%, also surpassing the five-year average of 80.5%.

Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to December period (4Q) is expected to decrease 27.2% from the same period last year to 7.07 billion yen.

In the most recent three-month period, from July to September (3Q), the consolidated ordinary profit grew 21.5% from the same period last year, reaching 16.2 billion yen. The operating profit margin rose from 13.1% in the same period last year to 15.3%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Jan - Sep, 2023 282,433 32,371 32,059 20,083 151.1 78.7 Nov 10, 2023 J-GAAP
Jan - Sep, 2024 303,613 37,160 37,679 24,252 182.4 79.5 Nov 8, 2024 J-GAAP
Jan - Sep, 2025 312,325 42,901 42,430 26,992 203.0 85.7 Nov 7, 2025 J-GAAP
YoY +2.9% +15.4% +12.6% +11.3% +11.3%

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
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
Jul - Sep, 2025 109,011 16,679 16,277 10,196 76.7 15.3 Nov 7, 2025 J-GAAP
YoY +6.2% +24.4% +21.5% +8.9% +9.0%

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