Lionsgate Studios Corp. (LION)
NYSE:LION
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.01Last Year’s EPS
-0.32Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operating performance and clear momentum: record-level adjusted OIBDA, significant motion picture profit growth, durable library revenue exceeding $1 billion, strong free cash flow, and a deep content pipeline with multiple branded franchises and sequel opportunities. Management highlighted improved liquidity, a sizable backlog, AI adoption, and confident FY27 growth expectations. Headwinds include a quarter-over-quarter revenue decline driven by timing and mix, TV delivery timing pressures, elevated leverage (6.1x) despite improvement, and some uncertainty due to release timing and potential strategic actions (e.g., 3 Arts put). On balance, the positives — strong profitability, cash generation, pipeline visibility and marquee theatrical successes — outweigh the near-term challenges, pointing to a constructive outlook.Company Guidance
Adjusted OIBDA Reaches 12-Year High
Adjusted OIBDA for the quarter was $165 million, a 12-year high and up 17% year-over-year, demonstrating improved operating profitability.
Strong Operating Income and EPS
Operating income was $118 million, up over 50% year-over-year; reported diluted EPS was $0.23 and diluted adjusted EPS was $0.37.
Robust Free Cash Flow
Free cash flow for the quarter was a strong positive $190 million, supporting balance sheet improvement and deleveraging efforts.
Library Revenue Consistency and Growth
Trailing 12-month library revenue remained above $1 billion for the third consecutive quarter, growing 5% year-over-year, underscoring durable recurring revenue.
Studio Segment Profit Expansion
Studio segment profit increased 24% year-over-year to $218 million, bolstered by Motion Picture results and library performance.
Motion Picture Revenue and Profit Surge
Motion Picture revenue rose 23% year-over-year to $652 million, and Motion Picture segment profit grew 39% to $187 million, driven by theatrical hits and strong PVOD/home entertainment carryover.
Breakout Theatrical Successes
The Housemaid delivered high box-office-to-ancillary conversion and became the industry's highest grossing PVOD title among films with up to $150M domestic box office; Michael opened strongly and is on track to exceed $1 billion worldwide (Japan release pending).
Television Renewal Momentum and Delivery Visibility
Secured renewals for 12 of 13 scripted series and expect to nearly double episodic scripted deliveries from fiscal '26 to fiscal '27, supporting TV growth in FY27.
Balance Sheet Progress and Liquidity
Net debt was approximately $1.6 billion (improved ~ $150 million vs prior quarter); year-end leverage improved to 6.1x; company had ~$800 million revolver capacity and $341 million unrestricted cash.
Pipeline, Backlog and Strategic Content Investments
Backlog (contractual future revenues and cash flows) is $1.3 billion (majority within 24 months); company greenlit/advanced multiple high-profile projects (Hunger Games installment, Rambo, Resurrection parts 1 & 2, Blair Witch reimagining, Magic) and reported ongoing work on Michael sequel.
AI Adoption and Productivity Initiatives
Company leaned into AI, deploying tools across ~80% of workforce (Copilot, ChatGPT Enterprise, Runway integrations) to boost creative efficiency, analytics and productivity.
LION 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
LION Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 22, 2026 | $12.91 | $14.95 | +15.80% |
Feb 05, 2026 | $8.82 | $9.04 | +2.49% |
Nov 06, 2025 | $7.03 | $6.87 | -2.28% |
Aug 07, 2025 | $5.91 | $6.33 | +7.11% |
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 Lionsgate Studios Corp. (LION) report earnings?
Lionsgate Studios Corp. (LION) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is Lionsgate Studios Corp. (LION) earnings time?
Lionsgate Studios Corp. (LION) earnings time is at Aug 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is LION EPS forecast?
LION EPS forecast for the fiscal quarter 2027 (Q1) is 0.01.