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Arcos Dorados Holdings Inc. (ARCO) SEC Filings, Mar-May 2026

ARCO NYSE

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.

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Arcos Dorados Holdings Inc. director Karla Paola Berman reported the vesting and cash settlement of 4,988 Phantom Restricted Stock Units tied to the company’s Class A common shares. Each Phantom RSU represents the cash equivalent of the closing price of one Class A share on the vesting date plus any dividends since grant.

On April 30, 2026, these Phantom RSUs vested and were automatically settled in cash under the issuer’s Phantom RSU Award Agreement, without any instruction from the reporting person. The filing reflects a routine, compensation-related derivative exercise rather than open-market share purchases or sales.

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Alonso Sergio Daniel reported acquisition or exercise transactions in this Form 4 filing.

Arcos Dorados Holdings Inc. director Sergio Daniel Alonso reported the vesting and cash settlement of 4,988 Phantom Restricted Stock Units (Phantom RSUs) tied to the company’s Class A common shares. Each Phantom RSU represented the cash equivalent of one Class A share’s closing price plus any dividends since grant.

The Phantom RSUs vested and were settled in cash automatically under the award agreement, without any trading instructions from the director. After these transactions, he holds 4,988 Class A common shares directly and 238,935 Class A common shares indirectly through Taribo Capital Limited, reflecting his ongoing economic exposure to the stock.

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Arcos Dorados Holdings Inc. reports full-year 2025 results, highlighting growth across its McDonald’s-branded restaurant network in Latin America and the Caribbean. Total revenues reached $4,678,259k for 2025, up from $4,470,162k in 2024, with all three divisions contributing.

Operating income rose to $364,393k and net income attributable to Arcos Dorados increased to $212,116k, improving the net income margin to 4.5%. Adjusted EBITDA grew to $575,209k, lifting the total Adjusted EBITDA margin to 12.3%. The company operated 2,520 restaurants as of December 31, 2025, including 1,800 Company-operated and 720 franchised locations.

The filing also details significant foreign exchange volatility and capital controls in Brazil, Argentina and Mexico, which affect local-currency revenues and cash movements, and outlines extensive risk factors tied to its master franchise agreements with McDonald’s, regional economic conditions, and regulatory environments.

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Arcos Dorados Holdings Inc. director Mario Eugenio Quintana filed an initial Form 3 showing his beneficial ownership in the company. He reports direct ownership of 15,000 Class A common shares of Arcos Dorados following the reported holdings entry, with no buy or sell transaction disclosed.

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Arcos Dorados Holdings Inc. director Alicia Staton filed an initial Form 3, which is a statement of beneficial ownership for insiders. The filing does not list any transactions or holdings, indicating this is largely an administrative disclosure of her insider status rather than a report of recent trading activity.

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Arcos Dorados Holdings Inc. reports the results of its 2026 Annual General Shareholders’ Meeting held in Montevideo, Uruguay, on April 10, 2026. All proposals presented at the meeting were approved by the required majority of shareholders, confirming shareholder support for the company’s agenda.

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Arcos Dorados Holdings Inc. provides a shareholder letter and calls its 2026 Annual General Shareholders’ Meeting. The CEO highlights that 2025 delivered some of the company’s best financial results, with Adjusted EBITDA of $575.2 million and an Adjusted EBITDA margin of 12.3%, helped by a significant tax credit in Brazil expected to support cash flow for five years.

Systemwide comparable sales grew in line with blended inflation, led by the South Latin American Division, while Brazil and NOLAD were pressured by macro and social disruptions and higher beef costs. Digital channels were strong, with digital sales representing 61% of systemwide sales in 2025 and a loyalty program reaching more than 27 million members.

The company opened 102 new McDonald’s restaurants in 2025 and kept total capital expenditures below its guidance range, while later streamlining G&A staff in early 2026 to improve efficiency. The filing also gives notice of the April 10, 2026 annual meeting, where shareholders will vote on the election and re‑election of several directors.

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Arcos Dorados, McDonald’s master franchisee in Latin America and the Caribbean, reported strong 2025 results with total revenues of $4.68 billion, up from $4.47 billion, and record Adjusted EBITDA of $575.2 million, compared with $500.1 million. Full-year net income attributable to the company rose to $212.1 million from $148.8 million.

Systemwide comparable sales grew in line with blended inflation for the year and 16.0% in the fourth quarter. Digital channels generated 61% of 2025 systemwide sales, supported by 27.2 million loyalty members. The company opened 102 restaurants in 2025, ending the year with 2,520 locations, and plans 105–115 openings in 2026. It also launched a tender offer retiring $135.2 million of 2029 notes and approved a 2026 cash dividend of $0.28 per share, payable in four quarterly installments.

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Arcos Dorados Holdings Inc., McDonald’s largest franchisee in Latin America and the Caribbean, reported solid 2025 results. Total revenues reached $4.68 billion, up from $4.47 billion in 2024, driven mainly by higher sales at company-operated restaurants.

Net income attributable to the company rose to $212.1 million from $148.8 million, lifting basic and diluted EPS to $1.01 from $0.71. Operating income improved to $364.4 million, while net interest expense and other financing results fell sharply to $13.7 million.

Operating cash flow was strong at $296.3 million. Cash and cash equivalents increased to $373.4 million and total assets to $3.89 billion. The company refinanced its capital structure by issuing $600 million of 2032 notes, fully retiring its 2027 notes, and ending 2025 with long-term debt of $1.15 billion and a net debt-to-EBITDA ratio of 1.15x.

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Arcos Dorados Holdings Inc. filed an initial Form 3 for director Karla Paola Berman Martin, showing a holding of 4,988 Phantom Restricted Stock Units. Each Phantom RSU mirrors the closing price of one Class A common share on the vesting date, plus any dividends since grant, and will be settled in cash promptly after vesting on April 30, 2026.

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FAQ

How many Arcos Dorados Holdings (ARCO) SEC filings are available on StockTitan?

StockTitan tracks 74 SEC filings for Arcos Dorados Holdings (ARCO), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Arcos Dorados Holdings (ARCO)?

The most recent SEC filing for Arcos Dorados Holdings (ARCO) was filed on May 4, 2026.