Restaurant Brands International (RBI), the parent of fast-food chains Burger King, Popeyes and Tim Hortons, has reported net income attributable to common shareholders of $315m, or $0.96 per share, in the third quarter (Q3) of 2025. In the same period of 2024, the company’s net income stood at $252m, or $0.79 per share. Total revenues were $2.45bn for the quarter ended 30 September 2025, up 6.9% from $2.29bn a year earlier. This was driven by strong performance in the international segment, where system ...

Restaurant Brands (QSR) came out with quarterly earnings of $1.03 per share, beating the Zacks Consensus Estimate of $1 per share. This compares to earnings of $0.93 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +3.00%. A quarter ago, it was expected that this operator of Burger King and Tim Hortons restaurant chains would post earnings of $0.97 per share when it actually produced earnings of $0.94, delivering a surprise of ...

You can find original article here Nrn. Subscribe to our free daily Nrn newsletters. Restaurant Brands International Inc., parent to the Burger King and Popeyes Louisiana Kitchen brands and others, announced this week that the company has rescheduled its third quarter earnings release and analysts call to Oct. 30 from Nov. 5. The Toronto-based quick-service restaurant company, which has satellite offices in Miami, said the move was “due to a scheduling conflict.” RBI also operates the Tim Hortons and Fir ...

公司业绩与投资表现 - Pershing Square Capital Management在截至8月底的五年间实现了约121%的净回报（扣除费用后）[1] - 公司持有Restaurant Brands International (QSR)超过十年 该头寸每年为基金产生近6000万美元的被动收入[2] - 截至第二季度末 Pershing对QSR的持股价值达到15.2亿美元 按3.90%的股息率计算 每年股息收入约为5950万美元[12] 业务模式与运营状况 - QSR拥有包括Burger King、Tim Horton's和Popeye's在内的知名快餐品牌 其业务模式被描述为“高质量、轻资本”的特许经营模式 通过领先的快餐品牌收取特许权使用费[4][6] - 尽管面临激烈竞争、供应链问题和通胀压力 QSR旗下Burger King国际业务在最近一个季度的同店销售额同比增长超过4% 据称表现优于麦当劳[5][6] - 公司正在重振其美国Burger King业务 于2024年收购了美国最大的Burger King特许经营商Carrols Restaurant Group（拥有超过600家餐厅）并计划再投入5亿美元对这些餐厅进行现代化改造后重新特许经营[7] 财务状况与股息 - QSR在过去12个月的股息收益率约为3.90% 公司自2015年开始支付适度股息 并于2018年将股息提高一倍以上 此后每年稳步增长[9] - 今年前六个月 QSR支付了5.44亿美元的股息 年化股息支付率约为10.9亿美元 过去12个月公司产生了13.5亿美元的自由现金流 为股息支付提供了坚实缓冲[10] - 公司债务负担较高 截至第二季度末总债务约为134亿美元 债务权益比超过4 今年前六个月的净利润为4.84亿美元 目前低于股息支付额[5][10]

Company: Minor International Public Company LimitedBloomberg ticker: MINT TBMarket cap: US$4,100mBackground: Minor International Public Company Limited is a Thai company and a global hospitality, restaurant, and lifestyle company. Operating in over 60 countries, it owns and manages famous brands like Anantara Hotels, NH Hotels, The Pizza Company, Burger King, and The Coffee Club.World Class Benchmarking of Minor International Profitable Growth rank of 8 was down compared to the prior period’s 3rd rankThis i ...

公司近期股价表现 - 餐饮品牌国际公司是汉堡王和提姆霍顿的所有者 [1] - 包括股息在内 公司股价在最近几个季度表现相对疲软并出现下跌 [1]

Like many consumer-facing stocks, Restaurant Brands International (NYSE: QSR )(TSX: QSR:CA )('RBI') has been a relatively weak performer in recent quarters. Including dividends, shares of the Burger King and Tim Hortons owner have declined by aroundI like to take a long term, buy-and-hold approach to investing, with a bias toward stocks that can sustainably post high quality earnings. Mostly found in the dividend and income section. Blog about various US/Canadian stocks at 'The Compound Investor', and predo ...

Restaurant Brands International Inc. (NYSE:QSR) is one of the Best TSX Stocks to Buy According to Billionaires. The company reported results for its fiscal second quarter of 2025 on August 7, with revenue topping Wall Street estimates, while the EPS slightly fell short. Several analysts have expressed their bullish sentiment after the release. Restaurant Brands International Inc. (NYSE:QSR) reported a revenue of $2.41 billion, up 15.87% year-over-year and ahead of expectations by $71.97 million. The EPS o ...

文章核心观点 - 亿万投资者近期增持亚马逊、餐厅品牌国际和惠而浦等股票 这些公司分别受益于人工智能增长潜力、抗经济压力商业模式及美国本土制造优势 [3][5][10][15] - 投资者可从亿万投资者持仓变动中获取灵感 但需结合自身投资目标进行决策 而非完全复制其投资组合 [1][2] 亚马逊投资亮点 - 云计算业务AWS增长强劲 第二季度销售额同比增长18% 广告收入增速达23% 成为增长最快板块 [6] - 公司整体销售额同比增长13% 电子商务销售额同比增长11% 运营利润从去年同期的147亿美元升至192亿美元 远超管理层预期上限 [6][7] - 当前市盈率34倍 不足五年平均市盈率76倍的一半 呈现历史性低估 [7] - 亿万投资者比尔·阿克曼第二季度购入价值12亿美元的582万股 沃伦·巴菲特等多家知名投资者均持有该公司股票 [8][9] 餐厅品牌国际投资亮点 - 拥有汉堡王、Tim Hortons等四个快餐品牌 全球门店数超32,000家 其中汉堡王占19,700家 [10] - 纯特许经营模式带来稳定现金流 资本支出较低 [11] - 第二季度总餐厅销售额同比增长5.3% 营收同比增长16% 展现经济压力下的经营韧性 [12] - 股息收益率达3.8% 斯坦利·德鲁肯米勒第二季度购入价值4,100万的75万股 比尔·阿克曼自2012年持有 该股占其基金仓位11% [13][14] 惠而浦投资亮点 - 作为美国家电制造商 拥有惠而浦、美泰克等品牌 具备20亿美元规模的建筑商业务 [15][16] - 关税政策实施后将获得相对外国竞争对手的竞争优势 尽管短期面临竞争前置库存带来的压力 [17] - 当前前瞻市盈率仅11倍 大卫·泰珀第二季度购入266,092股价值2,700万美元 [18] - 公司为保留现金将股息削减一半 关税红利兑现需要时间 [18]

季度业绩表现 - 每股收益为0.94美元 低于市场预期的0.97美元 但高于去年同期的0.86美元 [1] - 营收达24.1亿美元 超出市场预期2.91% 并高于去年同期的20.8亿美元 [3] - 本季度出现3.09%的盈利不及预期 上一季度盈利不及预期幅度为3.85% [2] 股价与市场表现 - 年初至今股价上涨5.3% 但表现落后于标普500指数7.9%的涨幅 [4] - 当前Zacks评级为3级(持有) 预期短期内表现与市场持平 [7] 未来业绩预期 - 下季度共识预期为每股收益1.01美元 营收23.8亿美元 [8] - 本财年共识预期为每股收益3.69美元 营收92亿美元 [8] - 盈利预期修订趋势在财报发布前呈现混合状态 [7] 行业比较 - 所属零售-餐饮行业在Zacks行业排名中处于后31%分位 [9] - 同业公司Wendy's预计季度每股收益0.25美元 同比下降7.4% [10] - Wendy's预计营收5.5552亿美元 同比下降2.7% [11]