IMAX beats Q4 revenue, profit expectations
Overview
Entertainment technology firm's Q4 revenue rose 35% yr/yr, beating analyst expectations
Adjusted EPS for Q4 beat analyst expectations
Company achieved record full-year revenue of $410 mln, up 16% yr/yr
Outlook
IMAX expects 2026 box office revenue to reach $1.4 bln
Company anticipates 160 to 175 system installations in 2026
IMAX projects 2026 adjusted EBITDA margin in mid-40’s
Result Drivers
CONTENT SOLUTIONS - Revenue increased 50% in Q4, driven by diverse global content and successful IMAX releases
TECHNOLOGY PRODUCTS AND SERVICES - Revenue rose 32% in Q4, with increased system installations and higher gross margin
GLOBAL EXPANSION - Increased market share and network expansion in underpenetrated markets contributed to growth
Company press release: ID:nBw2BnGZXa
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $125.20 mln | $120.72 mln (12 Analysts) |
Q4 Adjusted EPS | Beat | $0.58 | $0.45 (10 Analysts) |
Q4 EPS |
| $0.01 |
|
Q4 Adjusted Net Income | Beat | $32.60 mln | $25.18 mln (7 Analysts) |
Q4 Net Income |
| $2.50 mln |
|
Q4 Gross Margin |
| 57.6% |
|
Q4 Adjusted EBITDA Margin |
| 45.60% |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the entertainment production peer group is "buy"
Wall Street's median 12-month price target for Imax Corp is $45.00, about 22.2% above its February 24 closing price of $36.83
The stock recently traded at 23 times the next 12-month earnings vs. a P/E of 22 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
Related Articles
Circle Stock Price Outlook: Will Circle Internet Group Rebound in 2026?
TradingKey - Circle Internet Group (CRCL) saw its stock price experience a roller coaster ride since its 2025 IPO debut at $31 a share. Those early fireworks faded, and the shares now sit roughly 75% below their June peak, though they’re still more than double the IPO level. Outside of that first-mo
Paramount Offers High Price Again to Bid for Warner Bros., Netflix Acquisition Hits Twists and Turns.
TradingKey - Hollywood media group Warner Bros. (WBD) announced Tuesday that it has received a revised acquisition proposal from Paramount (PSKY), raising the offer from the previous $30 to $31 per share in cash. The Board of Directors stated that this new bid "is likely to constitute a superior proposal" to the current agreement with Netflix and noted that negotiations between the two parties are continuing. The existing deal with Netflix (NFLX) remains in effect, as the Warner Bros. Board has not yet formally designated the Paramount offer as the superior proposal.
Nvidia Q4 Earnings: Market Fears Competition, but NVDA Moat is Beyond CUDA
All eyes are on Nvidia this week, as the company reports its 2026Q4 earnings.
Nvidia Q4 Earnings Preview: AI-Driven Growth Versus Market Expectations
TradingKey - NVIDIA (NVDA) is set to release its fourth quarter fiscal year 2026 earnings report after the market close on February 25, ET. As the world undergoes a period of rapid AI technological advancement, market debates over a capital expenditure bubble have intensified. In this context, NVIDIA’s results serve not only as a test of its business performance but also as a core bellwether for the sustainability of the global AI boom.
