Cinemark Holdings (CNK)
NYSE:CNK
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Earnings Data
Report Date
Jul 31, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.88Last Year’s EPS
0.63Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong financial and operational momentum: double‑digit revenue growth (+19%), a 143% increase in adjusted EBITDA to $88 million, and a 710 bps margin expansion. Key strategic drivers — Movie Club adoption (~30% of box office), per‑cap gains, premium format investments, and improved sourcing — underpin optimism. Headwinds are largely specific and manageable: Latin America content softness, regional wage inflation, elevated utilities/maintenance, and increased marketing investment. Given the magnitude of the reported improvements and management's confidence in sustainable industry tailwinds (including a move toward 45‑day windows), the positives materially outweigh the localized/near‑term challenges.Company Guidance
Strong Top-Line Growth
Worldwide revenue increased 19% year‑over‑year to $643 million in Q1 2026, driven by a stronger box office environment and improved programming and marketing execution.
Substantial EBITDA and Margin Expansion
Adjusted EBITDA grew 143% year‑over‑year to $88 million, and adjusted EBITDA margin expanded by 710 basis points, reflecting operating leverage from higher attendance, labor discipline and cost management.
Record and Growing Concession Performance
Concession sales reached record highs; domestic per‑cap spending rose 7.5% year‑over‑year in Q1 driven mainly by strategic pricing, higher incidents and larger sizes (fountain/popcorn).
Movie Club Driving Box Office
Movie Club now accounts for ~30% of box office, increasing frequency, guest spend (upgrades and F&B) and loyalty — a meaningful recurring-revenue and market-share driver.
Investments in Premium Formats and Technology
Ongoing investments in PLF/large‑screen formats, laser projectors and motion seats continue; PLF screens represent ~6% of screens but generate ~15% of box office, providing incremental revenue upside.
Improved Cost Structure and Sourcing
Labor productivity initiatives and disciplined staffing helped manage salaries and wages (only a marginal ~3.5% increase in the quarter despite much higher attendance). Strategic sourcing and distribution changes reduced product costs and benefitted COGS.
Positive Industry Dynamics and Window Progress
Constructive momentum from CinemaCon, stronger upcoming film slate, and recent moves toward a 45‑day theatrical window (viewed as positive for long‑term exhibition health) bolster outlook and confidence in demand recovery.
Marketing Effectiveness and Market Share Maintenance
Stepped‑up marketing investments and direct‑to‑consumer initiatives helped sustain elevated market share in Q1 (flat year‑over‑year versus a tough comp) and are expected to continue driving returns; company plans higher marketing as a percent of revenue for 2026 based on positive ROI.
CNK Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CNK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 01, 2026 | $29.52 | $27.62 | -6.44% |
Feb 18, 2026 | $25.28 | $26.33 | +4.14% |
Nov 05, 2025 | $26.58 | $28.61 | +7.63% |
Aug 01, 2025 | $26.61 | $25.62 | -3.72% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Cinemark Holdings (CNK) report earnings?
Cinemark Holdings (CNK) is schdueled to report earning on Jul 31, 2026, Before Open (Confirmed).
What is Cinemark Holdings (CNK) earnings time?
Cinemark Holdings (CNK) earnings time is at Jul 31, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CNK EPS forecast?
CNK EPS forecast for the fiscal quarter 2026 (Q2) is 0.88.