Arcos Dorados Holdings (ARCO) Operating Leases (2018 - 2026)
Arcos Dorados Holdings (ARCO) posted Operating Leases of $1.1 billion for Q4 2025, up 30.45% sequentially from $849.2 million in Q4 2024, and up 30.45% YoY from $849.2 million in Q4 2024.
Analysis
Arcos Dorados Holdings (ARCO) Operating Leases (2018 - 2026) Analysis & Trends
Arcos Dorados Holdings has reported Operating Leases for 8 years, with the latest figure at $1.1 billion in Q4 2025.
- Quarterly Operating Leases rose 30.45% year-over-year to $1.1 billion in Q4 2025, while the trailing twelve-month figure through Dec 2025 was $1.1 billion (up 30.45% YoY) and the FY2025 annual result came in at $1.1 billion, up 30.45% from the prior year.
- Operating Leases advanced to $1.1 billion in Q4 2025 per ARCO's latest filing, from $849.2 million in the prior quarter.
- Over five years, Operating Leases peaked at $1.1 billion in Q4 2025 and troughed at $707.1 million in Q4 2021.
- A 5-year average of $853.0 million and a median of $849.2 million in 2024 frame the typical range for Operating Leases.
- The sharpest annual moves came in 2021 and 2025: Operating Leases declined 6.04% in 2021, then surged 30.45% in 2025.
- Over 5 years, Operating Leases stood at $707.1 million in 2021, then rose by 5.74% to $747.7 million in 2022, then rose by 14.1% to $853.1 million in 2023, then fell by 0.46% to $849.2 million in 2024, then soared by 30.45% to $1.1 billion in 2025.
- According to Business Quant data, Operating Leases over the past three periods registered $1.1 billion, $849.2 million, and $853.1 million for Q4 2025, Q4 2024, and Q4 2023 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Mcdonalds | 181.46 Bn | 180.64 Bn | 6.42 Bn |
| 2 | Starbucks | 119.15 Bn | 115.53 Bn | 6.49 Bn |
| 3 | Chipotle Mexican Grill | 47.22 Bn | 46.55 Bn | 2.35 Bn |
| 4 | Yum Brands | 41.34 Bn | 40.66 Bn | 1.47 Bn |
| 5 | Restaurant Brands International | 27.92 Bn | 26.86 Bn | 1.89 Bn |
| 6 | Darden Restaurants | 25.01 Bn | 24.79 Bn | 3.68 Bn |
| 7 | Restaurant Brands International Limited Partnership | 17.24 Bn | 16.18 Bn | 1.89 Bn |
| 8 | Yum China Holdings | 15.19 Bn | 13.80 Bn | 2.22 Bn |
| 9 | Texas Roadhouse | 12.42 Bn | 12.22 Bn | 1.44 Bn |
| 10 | Arcos Dorados Holdings | 1.72 Bn | 1.45 Bn | 861.91 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 119.70 Mn |
| Mar 31, 2026 | 109.48 Mn |
| Dec 31, 2025 | 106.84 Mn |
| Sep 30, 2025 | 100.68 Mn |
| Jun 30, 2025 | 99.78 Mn |
| Mar 31, 2025 | 95.28 Mn |
| Dec 31, 2024 | 92.28 Mn |
| Sep 30, 2024 | 96.03 Mn |
| Jun 30, 2024 | 93.12 Mn |
| Mar 31, 2024 | 93.15 Mn |
| Dec 31, 2023 | 93.51 Mn |
| Sep 30, 2023 | 89.74 Mn |
| Jun 30, 2023 | 89.63 Mn |
| Mar 31, 2023 | 87.00 Mn |
| Dec 31, 2022 | 82.91 Mn |
| Sep 30, 2022 | 77.97 Mn |
| Jun 30, 2022 | 79.20 Mn |
| Mar 31, 2022 | 83.85 Mn |
| Dec 31, 2021 | 79.12 Mn |
| Sep 30, 2021 | 55.14 Mn |