Stock Analysis on Net

Chipotle Mexican Grill Inc. (NYSE:CMG)

$24.99

Common-Size Balance Sheet: Liabilities and Stockholders’ Equity
Quarterly Data

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Chipotle Mexican Grill Inc., common-size consolidated balance sheet: liabilities and stockholders’ equity (quarterly data)

Microsoft Excel
Mar 31, 2026 Dec 31, 2025 Sep 30, 2025 Jun 30, 2025 Mar 31, 2025 Dec 31, 2024 Sep 30, 2024 Jun 30, 2024 Mar 31, 2024 Dec 31, 2023 Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021
Accounts payable
Accrued payroll and benefits
Accrued liabilities
Unearned revenue
Current operating lease liabilities
Income tax payable
Current liabilities
Long-term operating lease liabilities
Deferred income tax liabilities
Other liabilities
Long-term liabilities
Total liabilities
Common stock, $0.01 par value
Additional paid-in capital
Treasury stock, at cost
Accumulated other comprehensive loss
Retained earnings
Shareholders’ equity
Total liabilities and shareholders’ equity

Based on: 10-Q (reporting date: 2026-03-31), 10-K (reporting date: 2025-12-31), 10-Q (reporting date: 2025-09-30), 10-Q (reporting date: 2025-06-30), 10-Q (reporting date: 2025-03-31), 10-K (reporting date: 2024-12-31), 10-Q (reporting date: 2024-09-30), 10-Q (reporting date: 2024-06-30), 10-Q (reporting date: 2024-03-31), 10-K (reporting date: 2023-12-31), 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31).


An analysis of the common-size balance sheet reveals a significant shift in the capital structure from March 2021 through March 2026. Total liabilities initially fluctuated between 58% and 67% of total liabilities and shareholders' equity but exhibited a sharp upward trajectory in the final period, reaching 72.65% by March 2026. Conversely, shareholders' equity, which reached a peak of 41.61% in June 2024, declined to 27.35% by the end of the analyzed timeframe.

Liability Composition and Trends
Long-term operating lease liabilities constitute the most substantial portion of the balance sheet. These obligations remained relatively stable between 45% and 52% for the majority of the period before increasing significantly to 56.07% by March 2026. Current liabilities demonstrated lower volatility, generally oscillating between 11% and 14%.
Equity and Retained Earnings Dynamics
A profound contraction in shareholders' equity is observed beginning in mid-2024. Retained earnings, which grew steadily from 55.35% in March 2021 to a peak of 76.28% in March 2023, experienced a precipitous decline to 1.90% by March 2026. This reduction is the primary driver of the overall decline in total equity during the latter half of the period.
Short-term Operational Liabilities
Accounts payable and accrued liabilities remained relatively consistent, typically staying below 3% of total liabilities and shareholders' equity. Unearned revenue showed a gradual upward trend, peaking at 2.67% in December 2025, suggesting a slight increase in prepaid obligations relative to the total balance sheet size.
Tax Liability Trends
Deferred income tax liabilities showed a general downward trend, decreasing from 2.21% in March 2021 to a low of 0.39% in June 2025, before slightly recovering to 1.63% by March 2026. Income tax payable appeared sporadically, peaking at 2.18% in September 2023.

The overall financial trajectory indicates a transition toward a more highly leveraged balance sheet. The dramatic depletion of retained earnings starting in 2024 suggests a period of aggressive capital return to shareholders or significant structural accounting adjustments, which fundamentally shifted the proportion of equity relative to total liabilities by 2026.