National CineMedia Q4 revenue up 8%, beats estimates

National CineMedia

26/02/2026 21:44

Overview

Cinema advertising platform's fiscal Q4 revenue grew 8%, beating analyst expectations

Adjusted OIBDA for fiscal Q4 exceeded company guidance

Net income for fiscal Q4 rose to $29.3 mln, with EPS at $0.31

Outlook

NCM expects Q1 2026 revenue between $32.5 mln and $36.5 mln

Company anticipates Q1 2026 Adjusted OIBDA of $(13.0) mln to $(10.0) mln

Result Drivers

ADVERTISER DEMAND - Q4 revenue growth driven by increased advertiser demand, surpassing cinema attendance growth

PLATFORM INVESTMENT - CEO attributed revenue growth to continued investment in advertising platform

Company press release: ID:nBw2FzQxja

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$93.20 mln
$90.91 mln (5 Analysts)
Q4 EPS
$0.31
Q4 Net Income
$29.30 mln
Q4 Operating Income
$23.80 mln
Q4 Pretax Profit
$29.30 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the advertising & marketing peer group is "buy"

Wall Street's median 12-month price target for National Cinemedia Inc is $6.00, about 76.5% above its February 25 closing price of $3.40

The stock recently traded at 32 times the next 12-month earnings vs. a P/E of 105 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.)