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Side-by-side financial comparison of Arcos Dorados Holdings Inc. (ARCO) and Campbell's Company (The) (CPB), based on the latest 10-Q / 10-K filings. Click either name above to swap in a different company.

Arcos Dorados Holdings is the master franchise of the fast food restaurant chain McDonald's in 20 countries and territories across Latin America and the Caribbean. As of October 2024, it operates nearly 2,400 restaurants, making it the largest independent McDonald's franchisee in the world and the largest quick-service restaurant (QSR) chain in Latin America and the Caribbean, serving over 4.3 million customers daily.

The Campbell's Company is an American company, most closely associated with its flagship canned soup products. The classic red-and-white can design used by many Campbell's branded products has become an American icon, and its use in pop art was typified by American artist Andy Warhol's series of Campbell's Soup Cans prints.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history — bar widths are scaled to the larger of the two companies so you can eyeball the size gap and growth trajectory without doing math. Quarters aligned by calendar period (report date) so offset fiscal years line up.

Revenue
ARCO
ARCO
CPB
CPB
Q4 25
$2.7B
Q3 25
$2.3B
Q2 25
$2.5B
Q1 25
$2.7B
Q4 24
$2.8B
Q3 24
$2.3B
Q2 24
$2.4B
Q1 24
$2.5B
Net Profit
ARCO
ARCO
CPB
CPB
Q4 25
$194.0M
Q3 25
$145.0M
Q2 25
$66.0M
Q1 25
$173.0M
Q4 24
$218.0M
Q3 24
$-3.0M
Q2 24
$133.0M
Q1 24
$203.0M
Gross Margin
ARCO
ARCO
CPB
CPB
Q4 25
29.6%
Q3 25
30.4%
Q2 25
29.4%
Q1 25
30.5%
Q4 24
31.3%
Q3 24
29.4%
Q2 24
30.9%
Q1 24
31.6%
Operating Margin
ARCO
ARCO
CPB
CPB
Q4 25
12.6%
Q3 25
11.6%
Q2 25
6.5%
Q1 25
12.2%
Q4 24
13.2%
Q3 24
3.4%
Q2 24
10.5%
Q1 24
12.9%
Net Margin
ARCO
ARCO
CPB
CPB
Q4 25
7.2%
Q3 25
6.2%
Q2 25
2.7%
Q1 25
6.4%
Q4 24
7.9%
Q3 24
-0.1%
Q2 24
5.6%
Q1 24
8.3%
EPS (diluted)
ARCO
ARCO
CPB
CPB
Q4 25
$0.65
Q3 25
$0.49
Q2 25
$0.22
Q1 25
$0.58
Q4 24
$0.72
Q3 24
$-0.01
Q2 24
$0.44
Q1 24
$0.68

Financial Flow Comparison

Sankey diagram of revenue → gross profit → operating profit → net profit for each company. Charts shown full-width and stacked so both segment hierarchies are readable side-by-side on desktop and mobile.

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