(Part 2 of 5) Earnings Calendar (03Aug2026)
Earnings Calendar (03Aug2026)
In the coming week we have some highly anticipated earnings that included Palantir, Pfizer, McDonald’s, Walt Disney, Uber and SpaceX.
McDonald’s earnings are a global bellwether for consumer health and economic conditions. Same-store sales can show whether lower- and middle-income consumers are under budget pressure, while weaker foot traffic may point to inflation-driven pullbacks in value meals and discretionary dining. Menu prices also provide insight into commodity and labour cost pressures, including inputs such as beef and dairy. In a downturn, a shift by higher-income consumers from sit-down restaurants to fast food may signal weaker consumer sentiment. - from Google Gemini.
McDonald’s price has fallen by 10.65% from a year ago. Technical analysis has a recommendation to sell but analyst sentiment has a recommendation to buy. With the price target of $323.90 there’s a potential upside of 19.68%.
With the P/E ratio of 22.3 and EPS of $12.18, the stock can be interesting.
At 22.3x, McDonald’s P/E is slightly below the restaurant industry average of about 25x. It trades below Yum! Brands and Chipotle, but above Wendy’s, suggesting a mature, defensive valuation rather than high-growth pricing. - By Gemini and Co-Pilot
Five-Year Financial Performance
From 2021 to 2025, McDonald’s revenue rose from $23.2 billion to $26.8 billion, while gross profit increased from $12.5 billion to $15.4 billion. Net income was broadly unchanged at about $7.5 billion.
McDonald’s remains highly profitable, with a gross margin TTM of 57.35% and a net profit margin TTM of 31.62%. However, slower revenue momentum remains a point to monitor.
Balance Sheet
Total assets increased from $53.8 billion to $59.5 billion, while total liabilities rose from $58.4 billion to $61.3 billion. Liabilities exceeding assets remains a key balance-sheet concern.
Cash Flow
Operating cash flow improved from $9.1 billion to $10.5 billion, while levered free cash flow edged up from $6.0 billion to $6.2 billion. Investing cash flow remained negative, reflecting continued capital deployment.
McDonalds’ Q2/2026 news
Between April and June 2026, McDonald’s demonstrated steady financial resilience while adapting to shifting consumer demands. In early May, the fast-food giant reported first-quarter earnings that surpassed Wall Street expectations, posting $6.52 billion in revenue and an adjusted EPS of $2.83, supported by 3.8% global same-store sales growth. Despite beating targets, stock price dips reflected ongoing investor concerns over compressed U.S. restaurant margins and inflation-weary consumers. In response, McDonald’s declared a $1.86 quarterly dividend in May and launched its "McDonald’s > NEXT" strategy in June—doubling down on value platforms, expanded beverage programs, and store modernization to preserve market share. - from Grok/Kimi/Gemini
The forecasts for the coming EPS and Revenue stand at $3.33 and $7.14B, respectively. Given the above, I prefer to monitor the stock for now.
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