Arcos Dorados Holdings (ARCO) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $0.22
- Estimate
- $0.15
- Surprise
- +45.4%
- Score today
- 6.5/10
Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.
How the report landed
Arcos Dorados Holdings (ARCO) beat the $0.15 estimate with diluted EPS of $0.22 — a large 45.4% upside surprise.
Where TrendMatrix's rating stands now
TrendMatrix currently rates ARCO Sell at 6.5/10; no pre/post engine snapshot brackets this report.
3 of the last 4 quarters beat the estimate; this quarter's +45.4% surprise compares with a +131.0% four-quarter average. Next scheduled report: 2026-11-18.
What supports the rating
- Strong earnings beat streak (3/4)
- Attractive valuation
What argues against it
- V7 low-quality RISK_OFF penalty: -0.5 (Q=4.4)
- Sector modifier (Consumer Cyclical): -1.5
- Leverage penalty (D/E 2.6): -1.5
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $8.17
- Price target
- $9.82
- Stop
- $7.77
- Upside to target
- +20.2%
- Reward-to-risk
- 3.3:1
Forward estimates sit below the trailing run-rate (9.6× forward vs 6.6× trailing) — consensus expects earnings to decline from here.
Model outputs from TrendMatrix’s engine as of 2026-09-06 — shown for context, not personalized investment advice.
ARCO at TrendMatrix's latest read
Cyclical consumer names live and die on demand momentum — same-quarter comps and guidance carry more weight than the headline surprise.
- Industry
- Restaurants
- Market cap
- $1.72B
- P/E (fwd)
- 9.6
- P/E (ttm)
- 6.6
- 52-week range
- $6.54–$9.75
- Off 52-week high
- 16.2%
- RSI (14)
- 62
- Volume vs avg
- 0.48×
- Score today
- 6.5/10