Stock Analysis on Net

Chipotle Mexican Grill Inc. (NYSE:CMG)

$24.99

Balance Sheet: Liabilities and Stockholders’ Equity
Quarterly Data

The balance sheet provides creditors, investors, and analysts with information on company resources (assets) and its sources of capital (its equity and liabilities). It normally also provides information about the future earnings capacity of a company assets as well as an indication of cash flows that may come from receivables and inventories.

Liabilities represents obligations of a company arising from past events, the settlement of which is expected to result in an outflow of economic benefits from the entity.

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

US$ in thousands

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).


Total liabilities and shareholders' equity grew from 6.15 billion US dollars in March 2021 to 8.80 billion US dollars by March 2026, indicating a significant expansion of the balance sheet over the five-year period. This growth is primarily driven by a steady increase in long-term obligations, specifically related to operating leases.

Liability Trends
Total liabilities exhibited a consistent upward trajectory, rising from 4.05 billion US dollars in March 2021 to 6.40 billion US dollars in March 2026. This increase is dominated by long-term operating lease liabilities, which grew from 3.04 billion US dollars to 4.94 billion US dollars, suggesting an aggressive expansion of the physical store footprint.
Current liabilities increased from 834 million US dollars in March 2021 to 1.24 billion US dollars in March 2026. Key drivers within this category include accounts payable and unearned revenue, both of which showed general growth, and current operating lease liabilities, which rose linearly from 209 million US dollars to 310 million US dollars.
Accrued payroll and benefits demonstrated significant quarterly volatility, peaking at 262 million US dollars in December 2024 before adjusting to 192 million US dollars by March 2026.
Stockholders' Equity and Capital Structure
Shareholders' equity experienced a period of growth from March 2021, peaking at approximately 3.71 billion US dollars in June 2024, before entering a downward trend to 2.41 billion US dollars by March 2026.
A major structural shift occurred in June 2024. Retained earnings, which had climbed steadily from 3.40 billion US dollars in March 2021 to a peak of 6.42 billion US dollars in March 2024, dropped sharply to 1.68 billion US dollars in June 2024. This coincided with the removal of treasury stock from the balance sheet and a corresponding increase in common stock from 376 thousand US dollars to 13.71 million US dollars.
Following this restructuring, retained earnings continued to decline, reaching 167 million US dollars by March 2026, which contributed to the overall reduction in total shareholders' equity during the final two years of the period.

The overall financial profile reveals a shift toward higher leverage, as the growth in total liabilities outpaced the growth in shareholders' equity. The balance sheet is heavily characterized by lease-related obligations, which constitute the largest single component of the company's total liabilities.