IMAX beats Q4 revenue, profit expectations

IMAX

25/02/2026 21:14

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.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)