Welcome to our dedicated page for Arcos Dorados Holdings SEC filings (Ticker: ARCO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Arcos Dorados Holdings Inc. filings document the company's foreign private issuer reporting, McDonald's franchise operations and governance matters. Annual Form 20-F reporting and related financial statements cover consolidated income, cash flows, equity, balance sheet items and notes for a restaurant business organized around Brazil, the North Latin American Division and the South Latin American Division.
Form 6-K reports record material updates such as operating and financial results, shareholder meeting notices and results, proxy materials, auditor appointments and board elections. The filings also disclose capital-structure matters involving subsidiary borrowings, derivative instruments, long-term debt and Sustainability-Linked Senior Notes due 2029, along with the risks and reporting topics associated with operating a franchised quick-service restaurant network across Latin America and the Caribbean.
Arcos Dorados Holdings Inc. (ARCO) director Carlos Hernandez Artigas reported open-market or private sales of Class A common shares. On August 25, 2026 he sold 14,500 shares at $8.056 per share. On August 24, 2026 he sold 15,274 shares at $8.150 per share and 2,569 shares at $8.1605 per share from an indirectly held Simplified Employee Pension account, which then held 0 shares. A separate indirect holding entry shows 291,211 shares held by Marlies Capital LLC.
Lazard Asset Management LLC reports a significant passive ownership position in Arcos Dorados Holdings Inc on a Schedule 13G. Lazard states that, as of 06/30/2026, it beneficially owned 24,687,429 shares of Arcos Dorados’ equity, representing 18.9% of the class. Lazard reports sole voting power and sole dispositive power over all 24,687,429 shares, with no shared voting or dispositive power. The filing is signed by Kyle DiGangi, Managing Director, Global CCO & Counsel.
Arcos Dorados reported record second-quarter 2026 results, with total revenues of $1.31 billion, up 14.3% year over year in US dollars and its highest-ever quarterly revenues. Systemwide comparable sales grew 15.3%, driven by guest traffic increases in all three divisions and higher average checks in Brazil and SLAD.
Adjusted EBITDA reached $126.8 million, up 15.2%, with margin improving to 9.7%. Net income attributable to the company rose to $45.0 million, almost doubling year over year, and earnings per share increased from $0.11 to $0.22. Digital channels represented 66% of systemwide sales, with about 25% digital sales growth, and the loyalty program expanded to 34.3 million members.
The restaurant base grew to 2,548 units, 77% of which offered the company’s most modernized experience. Leverage improved, with net financial debt to LTM Adjusted EBITDA at 1.1x and LTM Adjusted Free Cash Flow of $143.4 million. In July 2026, Arcos Dorados redeemed its remaining 2029 Sustainability-Linked Senior Notes at 103.063% of principal, plus accrued interest.
Arcos Dorados Holdings Inc., the largest McDonald’s franchisee in Latin America and the Caribbean, reports higher results for the six months ended June 30, 2026. Total revenues rose to $2,521,597 thousand from $2,218,888 thousand, driven by growth across Brazil, NOLAD and SLAD. Operating income increased to $135,396 thousand from $107,607 thousand, and net income attributable to the company rose to $81,146 thousand, or $0.39 per share, compared with $36,517 thousand, or $0.17 per share, a year earlier.
Cash generated from operations improved to $123,497 thousand from $57,706 thousand, while cash and cash equivalents decreased to $259,990 thousand, reflecting capital expenditures of $85,879 thousand and net debt reduction. Long-term debt (including current portion, net of discounts and DFC) declined to $992,455 thousand, aided by repurchases of 2029 Notes, and adjusted EBITDA reached $244,828 thousand. The company remains in compliance with leverage and coverage covenants under its Master Franchise Agreements and credit facilities, and approved a higher cash dividend of $0.28 per share for 2026. It also discloses sizable tax and legal contingency exposures and continues to manage FX, inflationary and currency-control risks in Argentina and Venezuela, using derivatives and price adjustments.
Arcos Dorados Holdings Inc. director Carlos Hernandez Artigas reported an open-market sale of 20,000 Class A common shares at $9.01 per share. Following the sale, he holds 29,774 shares directly, plus 2,569 shares in a Simplified Employee Pension account and 291,211 shares through Marlies Capital LLC.
Arcos Dorados reported strong first-quarter 2026 results, with total revenues of $1.22B, up 12.9% year over year, and systemwide comparable sales growth of 16.0%, driven by higher guest traffic in NOLAD and SLAD and larger average checks in Brazil and SLAD.
Adjusted EBITDA reached $118.0M, rising 29.3% with margin expanding to 9.7%, while net income attributable to the company increased to $36.1M and earnings per share grew to $0.17 from $0.07. Digital channels represented 64% of systemwide sales, supported by a 30.4 million-member loyalty program and strong kiosk, delivery and loyalty performance.
The restaurant base expanded to 2,536 locations, with 19 openings in the quarter and 75% of restaurants offering the company’s most modernized experience. Net financial debt was $708.9M and the net financial debt to LTM Adjusted EBITDA ratio remained at 1.2x, while LTM Adjusted Free Cash Flow improved to $109.2M. The company also met the greenhouse gas emissions targets tied to its 2029 Sustainability-Linked Senior Notes.
Arcos Dorados Holdings Inc. reported stronger unaudited results for the three months ended March 31, 2026. Total revenues rose to $1,215,963 thousand from $1,076,592 thousand, driven by higher sales in company-operated and franchised restaurants across Brazil, NOLAD and SLAD. Operating income increased to $62,764 thousand, with net income attributable to the company jumping to $36,141 thousand from $13,930 thousand, lifting basic and diluted EPS to $0.17 from $0.07. Adjusted EBITDA reached $118,009 thousand. The company generated positive operating cash flow of $18,126 thousand, reduced long-term debt to $1,010,416 thousand and maintained covenant headroom, while approving a $0.28 per-share dividend for 2026.
Arcos Dorados Holdings Inc disclosure: Lazard Asset Management LLC reports beneficial ownership of 23,174,841 shares of common equity, representing 17.7% of the class as of 03/31/2026. The filer states sole voting and sole dispositive power over the same 23,174,841 shares.
Alonso Sergio Daniel reported acquisition or exercise transactions in this Form 4 filing.
Arcos Dorados Holdings Inc. director Sergio Daniel Alonso reported a compensation-related award of 4,435 Phantom Restricted Stock Units on Class A common shares. Each unit will pay the cash equivalent of one Class A share’s closing price on the vesting date, plus any dividends since the grant date. The award was issued under the company’s Phantom RSU compensation policy without any instruction from Alonso, and he now holds 4,435 Phantom RSUs following this grant.
Berman Martin Karla Paola reported acquisition or exercise transactions in this Form 4 filing.
Arcos Dorados Holdings Inc. director Karla Paola Berman Martin received a grant of Phantom Restricted Stock Units as compensation. She was awarded 4,435 Phantom RSUs, each linked to the value of one Class A common share on the vesting date, plus any dividends since the grant date.
The Phantom RSUs were issued under the company’s Phantom RSU compensation policy and did not involve any cash payment by the director. Following this grant, she holds 4,435 Phantom RSUs directly, which are scheduled to vest or be settled around April 30, 2027.