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Marcus Corp. (MCS)
NYSE:MCS
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.51Last Year’s EPS
-0.54Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed but stable picture: the company delivered a strong fourth quarter with both divisions outperforming industry peers and demonstrated meaningful per-cap and pricing gains, record hotel results, and a clear plan to reduce 2026 capex to boost free cash flow and return capital to shareholders. Offsetting these positives were full-year declines in adjusted EBITDA and operating income, a notable drop in cash flow from operations year-over-year, attendance declines in theaters, a Q4 impairment charge, and industry-wide variability tied to film supply and blockbuster performance. Management emphasized operational improvements, technology and loyalty initiatives, and disciplined capital allocation while acknowledging near-term headwinds and the one-time nature of some items.Company Guidance
Consolidated Quarterly Revenue Growth
Consolidated revenues for Q4 fiscal 2025 were $193,500,000, a 2.8% increase compared to the prior-year quarter, with revenue growth in both theater and hotel divisions.
Consolidated Adjusted EBITDA and Q4 Operating Income
Consolidated adjusted EBITDA for Q4 was $26,800,000, up 3.6% year-over-year. Excluding a $5.2M theater impairment charge, Q4 operating income was $6,900,000, up 5.2% versus adjusted operating income in the prior-year quarter.
Theater Division Outperformance and Pricing Gains
Theater total revenue in Q4 was $123,800,000, up 2.2%. On a comparable fiscal-week basis, comparable theater admission revenue (calendar basis) increased 6.1%. Average admission price increased 12.7%, and the company outperformed U.S. box office receipts by approximately 7.6 percentage points during the quarter (U.S. box office receipts decreased 1.5%).
Concession and F&B Per-Cap Growth & Digital Initiatives
Per-cap concession, food and beverage revenues increased 7.2% in the quarter driven by higher incidence, merchandising, pricing, and favorable film mix. The company rolled out queuing improvements, new digital ticketing, QR code ordering tests, and tap-pay terminals to boost per-cap and digital sales.
Hotels: Record Year, RevPAR and ADR Growth
Hotels delivered a record revenue and adjusted EBITDA year for fiscal 2025. For Q4, RevPAR for owned hotels grew 3.5% and average daily rate (ADR) grew 5.6% year-over-year. Q4 hotels adjusted EBITDA was $7,300,000, up 3.4%, and the hotels outperformed comparable upper-upscale RevPAR by 2.7 percentage points and local competitive sets by 5.5 percentage points.
Capital Return to Shareholders
Share repurchases totaled ~118,000 shares in Q4 for $1.8M and just over 1,100,000 shares (~3.6% of outstanding shares) for ~ $18M in fiscal 2025. Cumulative buybacks since resuming in 3Q 2024 are over 1,800,000 shares (~5.7%) returning nearly $28M; combined with dividends, the company has returned over $45M to shareholders in the last two years.
Lower Planned CapEx and Free Cash Flow Outlook for 2026
Company expects total capital expenditures of $50M–$55M in fiscal 2026 (down from $83M in FY2025), with ~$25M–$30M for hotels and $20M–$25M for theaters, which management expects will materially increase free cash flow available for growth or shareholder returns.
MCS 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
MCS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 31, 2025 | $13.09 | $14.25 | +8.85% |
Aug 01, 2025 | $16.12 | $14.64 | -9.16% |
May 06, 2025 | $16.07 | $15.87 | -1.28% |
Feb 27, 2025 | $20.46 | $18.18 | -11.17% |
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 Marcus Corp. (MCS) report earnings?
Marcus Corp. (MCS) is schdueled to report earning on Apr 30, 2026, Before Open (Confirmed).
What is Marcus Corp. (MCS) earnings time?
Marcus Corp. (MCS) earnings time is at Apr 30, 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 MCS EPS forecast?
MCS EPS forecast for the fiscal quarter 2026 (Q1) is -0.51.