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Cinemark Holdings (CNK)
NYSE:CNK
Earnings Data
Report Date
May 01, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.16Last Year’s EPS
-0.32Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call was constructive and largely positive: management highlighted record 2025 revenue, strong adjusted EBITDA ($578M) and margin (18.6%), multi-year cash generation, significant debt paydown, large reinvestment in CapEx, and meaningful gains in concessions, loyalty and alternative content. The company is ramping CapEx to $250M in 2026 and sees multiple organic growth levers. Key risks discussed include a softer-than-expected 2025 slate (pressure on attendance), international attendance variability, rising operating costs, potential capacity constraints in a busier 2026 slate, and uncertainty around theatrical windowing and industry consolidation. On balance, the company portrayed strong financial and operational momentum while acknowledging manageable industry and cost headwinds.Company Guidance
Record Revenue and Strong Adjusted EBITDA
Worldwide revenue reached $3,100,000,000 (post-pandemic high) in FY2025, producing $578,000,000 of adjusted EBITDA and an 18.6% adjusted EBITDA margin.
Multi-Year Cash Generation and Balance Sheet Repair
Over the past three years Cinemark generated nearly $1,800,000,000 of adjusted EBITDA and over $1,300,000,000 of operating cash flow, extinguished over $700,000,000 of COVID-related debt, and returned $315,000,000 to shareholders via dividends and buybacks.
Material Capital Investment Program
Reinvested over $5,000,000,000 in capital expenditures historically; CapEx planned to ramp to $250,000,000 in 2026 with $50–$60,000,000 typically allocated to international markets, driven by new builds, enhancements and pipeline reactivation.
Concessions and Per Cap Growth
Domestic concession per caps increased 5% year-over-year in 2025. Management attributes roughly ~3 percentage points to strategic pricing, ~1 point to higher incidence, and ~1 point to product-mix shifts (merchandise and enhanced foods).
Average Ticket Price (ATP) Momentum
Domestic ATP delivered a 4% CAGR over the past three years; management expects modest year-over-year ATP increases in 2026 driven by targeted pricing and premium format expansion.
Loyalty and Alternative Content Strength
U.S. Movie Club membership is up over 50% versus 2019. Alternative programming now represents more than 10% of box office and alternative-content proceeds are more than double 2019 levels, showing strong audience diversification.
Premium Formats and Circuit Amenities
Premium enhanced formats continue to grow: about 10% of the U.S. circuit has two XD screens and premium formats represent ~15% of overall box office. Recliner penetration in the U.S. is 72%, with additional recliner and premium opportunities identified.
Market Share Gains and Competitive Positioning
Management cites meaningful market share expansion since pre-pandemic levels and believes at least ~100 basis points (and potentially more) of those gains are sustainable due to programming, pricing, loyalty and operational initiatives.
Operational & Strategic Initiatives
Investments in productivity, cloud-based software, pricing and showtime optimization, loyalty enhancements (new premium tier, badges, surprise-and-delight events), and a dedicated alternative-content team are expected to drive continued revenue and margin expansion.
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 |
|---|---|---|---|
Feb 18, 2026 | $25.36 | $26.41 | +4.14% |
Nov 05, 2025 | $26.66 | $28.70 | +7.63% |
Aug 01, 2025 | $26.70 | $25.70 | -3.72% |
May 02, 2025 | $29.63 | $30.03 | +1.37% |
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 May 01, 2026, Before Open (Confirmed).
What is Cinemark Holdings (CNK) earnings time?
Cinemark Holdings (CNK) earnings time is at May 01, 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 (Q1) is -0.16.