NYSE$AMC

AMC Entertainment Holdings Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

AMC reported impressively favorable earnings, significantly above consensus and market expectations.

AMC Entertainment Holdings, Inc. reported strong Q3 2023 results, with total revenue growing by 45.2% compared to Q3 2022 to $1,405.9 million and net earnings of $12.3 million, a significant improvement from the net loss of $226.9 million in Q3 2022. The company's adjusted EBITDA was $193.7 million, and it ended the quarter with $729.7 million in cash.

  • Total revenue grew by 45.2% compared to Q3 2022, reaching $1,405.9 million.
  • Net earnings improved by $239.2 million to $12.3 million compared to a net loss of $226.9 million in Q3 2022.
  • Diluted earnings per share increased by $2.28 to $0.08 compared to $(2.20) in Q3 2022.
  • Adjusted EBITDA improved by $206.6 million to $193.7 million compared to $(12.9) million in Q3 2022.

Headline financials

Total Revenue

$1.41B

Previous: $968M+45.2%
EPS (adj)

-$0.09

Previous: -$2.00+95.5%
Capital Expenditures

-$61.5M

No prior period
Free Cash Flow

$12.3M

Previous: -$227M+105.4%
Net Income

$12.3M

Previous: -$227M+105.4%
Operating Income

$99.4M

Previous: -$115M+186.5%
Gross Profit

$1.41B

Previous: $968M+45.2%
Cash & Equivalents

$730M

Previous: $685M+6.6%
Total Assets

$8.79B

Previous: $9.21B-4.5%
Stock-Based Comp

$7.2M

Previous: -$3.6M+300.0%

Revenue & EPS history

AMC · Revenue · Quarterly

$1.41B

Q3 2023+45.2%vs Q3 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

AMC · $1.28B total across 2 segments · Q3 2023

  • Admissions
    $798M+46.3%
  • Food & Beverage
    $483M+44.8%

Forward guidance

The short-term impacts of the Writer's and Actor's strikes will cause additional and needless challenges for AMC in 2024.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2023

Historical avgQ3 2023

-0.9%

Avg return

Earnings day

+2.6%

Avg return

5 days after

+11.8%

Avg return

30 days after

33%

13 / 39 earnings

Positive

+31.1%

Q4 2019

Best reaction

-14.8%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+10.4%+4.2%+35.4%
Q4 2025-1.7%-3.3%-17.5%
Q3 2025+3.2%-2.8%-9.2%
Q1 2025-0.4%+1.1%+25.5%
Q4 2024-0.3%-6.7%-11.9%
Q3 2024-1.8%+2.3%+7.7%
Q2 2024-3.9%-5.9%-5.9%
Q1 2024-4.1%+62.7%+53.9%
Q4 2023-9.8%-10.2%-22.7%
Q3 2023-14.8%-22.7%-32.2%
Q2 2023-2.3%+2.7%-84.1%
Q1 2023+0.6%-7.3%-23.1%
Q4 2022-8.8%-13.5%-34.7%
Q3 2022-13.9%+35.1%+13.9%
Q2 2022+2.5%+23.3%-51.2%
Q1 2022-9.0%-14.2%-1.7%
Q4 2021-2.9%-12.1%+30.6%
Q3 2021+8.1%-4.1%-22.4%
Q2 2021+3.4%+2.4%+45.0%
Q1 2021-1.9%+9.6%+422.5%
Q4 2020-6.2%+33.7%-10.3%
Q3 2020-8.9%+5.5%+83.1%
Q2 2020-0.2%+9.9%+69.2%
Q1 2020-7.1%-8.7%-29.1%
Q4 2019+31.1%+30.3%+85.2%
Q3 2019-4.6%-4.2%-16.9%
Q2 2019+5.8%+2.8%+1.5%
Q1 2019-7.0%-7.8%-26.6%
Q4 2018+1.2%+12.6%+7.1%
Q3 2018-1.4%-15.5%-22.4%
Q2 2018-1.5%+6.1%+16.9%
Q1 2018+5.5%+0.0%-9.8%
Q4 2017-1.7%+6.3%-6.3%
Q3 2017+2.5%-7.6%+19.7%
Q2 2017+7.6%+2.6%-6.3%
Q1 2017-1.0%-7.6%-18.4%
Q4 2016-0.3%-6.5%-1.0%
Q3 2016+2.6%+10.2%+4.3%
Q2 2016-3.3%-1.3%+3.4%
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2013
Q2 2014
Q4 2012
Q1 2013
Q1 2014
Q4 2013
Q3 2013
Q3 2012

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