McDonald's Corporation filings document the reporting framework for a global foodservice retailer built around franchised and company-operated restaurants. Form 8-K filings record quarterly and annual results releases, supplemental financial information, comparable sales, systemwide sales, loyalty activity, restructuring charges, and segment performance across U.S. and international markets.
The filing record also covers governance and capital-structure matters, including the definitive proxy statement, director elections, board committee assignments, executive and director compensation disclosures, and shareholder voting materials. Other event filings document medium-term note issuances under the company’s shelf registration program and related legal opinions, reflecting McDonald's use of public debt markets alongside its common stock structure.
McDonald’s Corporation (MCD) reported third-quarter 2026 revenue of $7.157 billion, up 1% year over year; net income rose 9% to $2.486 billion, and diluted earnings per share increased 10% to $3.51. Operating income was $3.595 billion, up 7%. Global comparable sales increased 1.5%, while U.S. comparable sales decreased 0.2%.
For the first nine months of 2026, revenue increased 5% to $20.773 billion, net income rose 7% to $6.831 billion and diluted EPS increased 8% to $9.61. Cash provided by operations was $8.254 billion and capital expenditures were $2.401 billion; cash provided exceeded capital expenditures by $5.9 billion. Nine-month results included $155 million in net pre-tax charges, primarily related to restructuring. In September 2026, McDonald’s declared a 4% increase in its quarterly cash dividend to $1.93 per share, payable December 15, 2026. The company expects about 2,500 restaurant openings and approximately 2,100 net additions in 2026.
McDonald’s Corporation reported third-quarter 2026 revenue of $7.157 billion, up 1% from the year-earlier quarter, while net income rose 9% to $2.486 billion and diluted earnings per share increased 10% to $3.51. Operating income increased 7% to $3.595 billion. Global comparable sales rose 1.5%; U.S. comparable sales declined 0.2%, while International Operated Markets and International Developmental Licensed Markets increased 1.4% and 4.2%, respectively.
McDonald’s declared a 4% increase in its quarterly cash dividend to $1.93 per share, payable December 15, 2026, and repurchased 1.9 million shares for $519 million during the quarter. It expects 2026 capital expenditures of about $3.7 billion and approximately 2,500 restaurant openings, contributing to approximately 2,100 net additions. Net restaurant unit expansion is expected to contribute approximately 2.5% to 2026 Systemwide sales growth, in constant currencies. Restructuring charges are expected to continue through anticipated completion during 2027.
MCDONALDS CORP (MCD) director Lloyd H. Dean acquired 156.97 shares of phantom stock on September 30, 2026, as deferred compensation under the Board of Directors' Deferred Compensation Plan. Each phantom share is the economic equivalent of one common share and will be settled in cash following his retirement or other termination from the Board. His reported post-transaction phantom-stock position was 16,309.43 shares, including shares acquired through dividend reinvestment.
MCDONALDS CORP (symbol: MCD) is the issuer of record for a Form 4 filing submitted to the SEC. McDonald’s Corporation director Jennifer L. Taubert acquired 129.9 phantom stock shares on September 30, 2026, as deferred compensation under the Board of Directors’ Deferred Compensation Plan. Each phantom share is the economic equivalent of one common share and is settled in cash following her retirement or other termination from the Board. Her reported post-transaction position was 4,108.7 phantom stock shares, including shares acquired through dividend reinvestment.
MCDONALDS CORP (symbol: MCD) is the issuer of record for a Form 4 filing submitted to the SEC. McDonald's Corporation director Michael D. Hsu acquired 129.9 phantom stock shares on September 30, 2026, as deferred compensation under the Board of Directors Deferred Compensation Plan. Each phantom share is the economic equivalent of one common share and is settled in cash after the director's retirement or other termination from the Board.
His reported phantom stock balance following the transaction was 2,148.52 shares, including shares acquired through dividend reinvestment. The report also lists 89 common shares held indirectly by trust.
MCDONALDS CORP (MCD) announced the McDonald’s > NEXT strategy and new growth and productivity targets. By 2030, it targets a low-to-mid 50% operating margin and 1.5 percentage-point market-share gains in chicken and beverage, while maintaining beef leadership. It also targets about 250 basis points of gross restaurant-level efficiency gains as NEXT elements are fully deployed across the U.S. and International Operated Markets; the company equates this to roughly $100,000 in annual cash-flow benefits for the average U.S. restaurant, with the majority expected to benefit the restaurant’s bottom line over time.
The company plans approximately $8.5 billion in NEXT partnering support through 2036, including approximately $5 billion through 2030, through rent relief and capital support; it estimates an approximately four-year payback for franchisees after partnering. Other targets include nearly 2.5% contribution to Systemwide sales growth from unit expansion in 2027, moderating to about 2% by 2030, and mid-to-high 80% free cash flow conversion by 2030.
MCDONALDS CORP executive Anderson Skye, President, McDonald's USA, reported existing equity holdings, including multiple option awards on common stock, performance-based restricted stock units (PRSUs), phantom stock, and directly held common shares. The options vest in 25% annual increments and several PRSU grants are tied to multi-year EPS and ROIC performance periods.
McDonald's Corporation executive Lauren B. Elting, VP – CAO and Corporate Controller, reported transactions related to vested equity awards. On August 7, 2026, she exercised derivative awards covering 990 restricted stock units and 48 dividend equivalent rights, receiving the same number of shares of common stock. In a related transaction, 304 shares of common stock were delivered or withheld at $274.48 per share for payment of exercise price or tax liability. A footnote states that 2,970 RSUs were granted on August 7, 2024, vesting in three equal annual installments.
McDonald’s Corporation reported steady growth for the quarter and six months ended June 30, 2026. Total revenues rose 4% in the quarter to $7.1 billion and 6% year-to-date to $13.6 billion, driven mainly by higher franchised sales across all segments and modestly positive global comparable sales.
Quarterly net income reached $2.36 billion and diluted EPS $3.32, both up 6%, with operating income up 3% and a first-half operating margin of 46.2%. Results include restructuring charges tied to the Accelerating the Organization program, with $98 million of charges in the first half of 2026.
Franchised restaurants represented about 95% of 46,028 locations, supporting high-margin rent and royalty streams; restaurant margins grew 4% in the quarter. Cash from operations was $5.22 billion in the first half versus capital spending of $1.52 billion, funding $2.6 billion in dividends and $1.3 billion of share repurchases. Management introduced the McDonald’s > NEXT strategy and guided to about 2,100 net restaurant additions, $3.7–$3.9 billion of 2026 capex, and a 21–23% effective tax rate.
State Street Corporation filed a Schedule 13G reporting passive ownership of common stock of McDonald's Corporation. As of 06/30/2026, State Street reported beneficial ownership of 36,120,258 McDonald's common shares, representing 5.1% of the class. All reported voting and dispositive authority is shared through various asset-management subsidiaries, with 18,168,831 shares subject to shared voting power and 36,080,505 shares subject to shared dispositive power, and no shares held with sole voting or dispositive power. The filing lists multiple State Street Global Advisors entities as the investment adviser subsidiaries through which these holdings are managed, and indicates no other person is known to have rights to receive dividends or sale proceeds beyond the ordinary clients of those managed accounts.