The record results confirm strong momentum from a robust film slate and healthy leisure travel demand. Watch for continued strength in Q4 with upcoming franchise releases (Avengers Doomsday, Dune Part Three) and holiday travel. The company's cash position improved significantly, providing flexibility.
Price Chart
Executive Summary
Marcus Corp reported record Q3 2026 revenue of $237.8M (+13.1% YoY) and EPS of $0.60 (+15.4% YoY), driven by record theatre revenue (+20.9%) and record hotel revenue (+2.0%). Operating income rose 33.2% to $30.3M and Adjusted EBITDA grew 21.5% to $49.1M. The results exceeded consensus estimates of $0.53 EPS and $232.4M revenue.
Key Financial Metrics
Key Facts
- Total revenue $237.8M, +13.1% YoY, highest quarterly revenue in company history
- GAAP diluted EPS $0.60, +15.4% YoY, vs consensus $0.53 (beat by 13.2%)
- Theatre revenue $145.0M, +20.9% YoY, record Q3; same-store admissions +21.8%
- Hotels revenue $82.0M, +2.0% YoY, record Q3; RevPAR +2.1%
- Operating income $30.3M, +33.2% YoY
- Adjusted EBITDA $49.1M, +21.5% YoY
- Operating cash flow $38.4M in Q3, $77.2M YTD
- Cash and cash equivalents $60.2M, up from $23.4M at year-end 2025
Financial Impact
Revenue beat consensus by $5.4M (2.3%); EPS beat by $0.07 (13.2%). Strong YoY growth across all key metrics.
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Theatres | $145.0M | +20.9% |
| Hotels Resorts | $92.7M | +2.8% |
Risk Factors
- Hotels operating income declined $1.0M YoY due to storm damage repair costs
- Film slate dependence for theatre division performance
- Five fewer operating days in 2026 vs 2025 due to fiscal year change
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000062234-26-000046 |
| Document: mcs-20261029.htm | 0000062234-26-000046 |
| Document: 0000062234-26-000046-index-headers.html | 0000062234-26-000046 |
| Document: 0000062234-26-000046-index.html | 0000062234-26-000046 |
| Document: 0000062234-26-000046.txt | 0000062234-26-000046 |
| 8-K Data (Synthetic) | 0000062234-26-000046 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 3d ago | 8-K | $28.07 $26.55 | ▼ −5.42% | ▼ −3.64% | $26.55 (−5.42%) |
Jul 30, 2026 13w ago | 8-K | $29.69 $29.10 | ▼ −1.99% | ▼ −2.69% | $26.55 (−10.58%) |
Apr 30, 2026 26w ago | 8-K | $17.62 $17.58 | ▼ −0.23% | ▼ −0.45% | $26.55 (+50.68%) |
Feb 26, 2026 35w ago | 8-K | $16.42 $16.83 | ▲ +2.50% | ▲ +2.95% | $26.55 (+61.69%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers