IMAX CORP (IMAX) Earnings History

IMAX CORP - Q4 2025 EarningsBeat

Filed at: Feb 25, 2026, 4:24 PM EST|Read from source

EXECUTIVE SUMMARY

IMAX reported a transformational year in 2025, exceeding key financial and box office targets with record revenue and strong operating profitability. The company is leveraging this momentum to expand its global network and anticipates another strong year in 2026, driven by a robust content slate and growing market share.

POSITIVE HIGHLIGHTS

  • •

    Record full-year revenue of $410.2 million, up 16% year-over-year.

    positive
  • •

    Record cash from operating activities of $127.1 million, up 79% year-over-year.

    positive
  • •

    Highest grossing year ever for IMAX at the global box office with $1.28 billion.

    positive
  • •

    Record Adjusted EBITDA margin of 45.1% for the full year, an expansion of 570 basis points.

    positive
  • •

    System installations of 160 in 2025, at the high end of guidance, with signings eclipsing 2024 by 28%.

    positive

CONCERNS & RISKS

  • •

    Net income for Q4 2025 decreased 64% year-over-year to $2.5 million, and net income margin compressed from 7.4% to 2.0%.

    negative
  • •

    Net income attributable to common shareholders decreased 89% year-over-year in Q4 2025 to $0.6 million.

    negative
  • •

    Goodwill impairment of $7.0 million recognized in the full year 2025.

    attention
  • •

    Restructuring charges and other impairments of $1.6 million in Q4 2025 and $2.5 million for the full year.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$125.21M
+35.1%
Prior year: $92.67M
Annual (YTD)
$410.21M
N/A
Prior year: $352.21M
Net Income
Quarterly
$2.52M
-63.4%
Prior year: $6.87M
Annual (YTD)
$45.53M
N/A
Prior year: $32.70M
EPS (Diluted)
Quarterly
$0.01
-90.0%
Prior year: $0.10
Annual (YTD)
$0.63
N/A
Prior year: $0.48
Operating Income
Quarterly
$24.10M
+153.4%
Prior year: $9.51M
Annual (YTD)
$84.23M
N/A
Prior year: $43.86M
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Gross Margin
Current Quarter
57.6%
Prior Year
52.2%
YoY Change
+540 bps
Operating Margin
Current Quarter
19.3%
Prior Year
10.3%
YoY Change
+900 bps
Net Margin
Current Quarter
2.0%
Prior Year
7.4%
YoY Change
-540 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 2025 2025

VISUAL OVERVIEW

|
Content Solutions
0.0%
N/A
Technology Products and Services
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
Content Solutions
N/A———
Technology Products and Services
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT GUIDANCE

FY2026

IMAX Box Office
1,400,000,000
System Installations
160—175
Mid-point: 167.5
Adjusted EBITDA Margin
45.0%
"mid-40s (above 45%)"

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

SPECIAL ITEMS & ADJUSTMENTS

FY2025
Goodwill impairment
+$7M
$0.13 per share
FY2025
Restructuring charges and other impairments
+$2.5M
$0.04 per share
Q4 2025
Restructuring charges and other impairments
+$1.6M
$0.03 per share
FY2025
Induced conversion expense on settlement of convertible notes
+$15.3M
$0.27 per share
Q4 2025
Induced conversion expense on settlement of convertible notes
+$15.3M
$0.27 per share
Total Impact
+$41.7M$0.74 per share

Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.

MANAGEMENT COMMENTARY

2025 was a transformational year for IMAX, in which we took our performance to the next level and firmly established IMAX as a premier global platform for entertainment and events.

— IMAX CORP, Q4 2025 2025 Earnings Call

We exceeded virtually every target for box office and financial performance for the year and expect to deliver a record $1.4 billion in global box office in 2026.

— IMAX CORP, Q4 2025 2025 Earnings Call

Our slate for 2026 is arguably the strongest we’ve ever seen, with a record of at least 12 Filmed For IMAX releases worldwide.

— IMAX CORP, Q4 2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Global Box Office
1280.0M
dollars
IMAX Local Language Box Office
405.0M
dollars
IMAX Network Size
1.9K
+3.2% YoY
Prior year: 1.8K
locations
System Backlog
434
-1.4% YoY
Prior year: 440
systems
System Installations
160
+9.6% YoY
Prior year: 146
systems
System Signings
166
+27.7% YoY
Prior year: 130
systems

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.