Marcus Theatres Q4 revenue beats on favorable film slate

Marcus

26/02/2026 12:54

Overview

Entertainment and hospitality firm's Q4 revenue beat analyst expectations

Adjusted EBITDA for Q4 beat analyst expectations

Marcus Theatres led industry in Q4 box office growth

Outlook

Marcus expects fiscal 2026 film slate to drive theatre attendance and revenue

Marcus Hotels & Resorts sees strong group bookings and banquet revenue for fiscal 2026

Company expects operational excellence to sustain momentum in fiscal 2026

Result Drivers

PRICE OPTIMIZATION - Marcus Theatres attributed Q4 box office growth to strategic price changes during peak demand periods

FAVORABLE FILM SLATE - Marcus Theatres benefitted from strong performances of blockbuster hits and family films

RENOVATED PROPERTIES - Marcus Hotels & Resorts reported record revenue and adjusted EBITDA driven by renovated assets

Company press release: ID:nBw3rMzGRa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$193.50 mln
$183.77 mln (5 Analysts)
Q4 EPS
$0.19
Q4 Net Earnings
$6 mln
Q4 Adjusted EBITDA
Beat
$26.80 mln
$22.59 mln (5 Analysts)
Q4 Operating Income
$1.70 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the leisure & recreation peer group is "buy"

Wall Street's median 12-month price target for Marcus Corp is $22.00, about 38.5% above its February 25 closing price of $15.88

The stock recently traded at 30 times the next 12-month earnings vs. a P/E of 26 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.)