NYSE$IMAX

IMAX Corp · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

IMAX reported Q4 2025 revenue of $125.2 million, up 35% year over year, with record Q4 gross box office of $336.2 million.

IMAX delivered Q4 2025 total revenue of $125.2 million (+35% YoY) with gross margin of $72.1 million (57.6% margin). GAAP net income attributable to common shareholders was $0.6 million ($0.01 EPS) due to investment marks; adjusted net income was $32.6 million ($0.58 EPS). Full-year revenue was $410.2 million (+16%) with record global box office $1.28 billion. 2026 guidance: ~$1.4B IMAX box office, 160–175 system installations, mid-40s% adjusted EBITDA margin.

  • Q4 revenue $125.2M (+35%); record Q4 gross box office $336.2M (+62%).
  • Adjusted EPS $0.58; FY revenue $410.2M (+16%).
  • 160 system installations in 2025; 166 signings (+28% vs 2024).
  • Avatar: Fire and Ash contributed $112M calendar box office in 2025.

Headline financials

Total Revenue

$125M

Previous: $92.7M+35.1%
EPS (adj)

$0.58

Previous: $0.27+114.8%
Adjusted EBITDA Margin

45.6%

Previous: 40.1%+13.7%
Total Adjusted EBITDA

$57.1M

Previous: $37.2M+53.5%
Diluted Shares Outstanding

56.3M

Previous: 54.7M+2.9%
System Installations

65

Previous: 58+12.1%
Total System Network

1.9K

Previous: 1.8K+3.2%
Total System Backlog

434

Previous: 440-1.4%
Total System Signings

24

Previous: 19+26.3%
Net Income

$600K

Previous: $6.87M-91.3%
Operating Income

$24.1M

Previous: $9.51M+153.4%
Gross Profit

$72.1M

Previous: $48.4M+49.2%

Revenue & EPS history

IMAX · Revenue · Quarterly

$125M

Q4 2025+35.1%vs Q4 2024
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

IMAX · $100M total across 2 segments · Q3 2023

  • Technology Products
    $56.2M
  • Content Solutions
    $44.2M

Forward guidance

IMAX guides 2026 to ~$1.4 billion global box office, 160–175 new system installations, and adjusted EBITDA margin in the mid-40% range (above 45%).

Tailwinds

  • Content slate momentum and record local-language box office.
  • Technology products revenue +32% YoY in Q4 to $84.6M.
  • Strong installation and signing pipeline for JT systems.

Headwinds

  • GAAP earnings volatile on strategic investment fair value.
  • Theatrical window competition from streaming.
  • International FX and China box office variability.

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 Q4 2025

Historical avgQ4 2025

+1.2%

Avg return

Earnings day

+1.3%

Avg return

5 days after

+1.6%

Avg return

30 days after

52%

34 / 65 earnings

Positive

+18.6%

Q3 2017

Best reaction

-22.4%

Q2 2010

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.1%-4.0%+6.1%
Q4 2025+14.7%+12.8%+0.1%
Q3 2025+1.0%+2.2%+12.4%
Q1 2025-3.3%+1.2%+11.9%
Q4 2024-1.1%-3.0%-1.7%
Q3 2024+15.7%+15.2%+25.3%
Q2 2024+12.7%+15.8%+19.9%
Q1 2024-2.9%-9.3%-4.3%
Q4 2023+12.0%+7.7%+3.3%
Q3 2023-0.3%-0.4%-9.1%
Q2 2023+11.5%+8.9%+10.4%
Q1 2023+8.0%+4.6%-11.3%
Q4 2022+9.1%+8.9%+7.6%
Q3 2022-5.9%-2.4%+24.8%
Q2 2022-2.3%-2.5%-8.9%
Q1 2022+4.9%+9.4%+15.3%
Q4 2021+7.0%+4.7%-1.5%
Q3 2021-8.9%-4.7%-17.0%
Q2 2021-5.6%-7.6%-11.6%
Q1 2021-7.0%-4.5%-2.6%
Q4 2020+13.5%+6.9%-3.2%
Q3 2020-2.2%-1.2%+31.3%
Q2 2020-11.2%-10.7%+22.3%
Q1 2020-7.8%-7.8%+0.2%
Q4 2019+0.6%-3.0%-38.1%
Q3 2019+3.1%+3.3%+2.5%
Q2 2019+2.1%+0.0%-2.0%
Q1 2019-3.4%-2.5%-11.7%
Q4 2018+9.0%+10.5%+9.1%
Q3 2018-4.9%-5.8%-10.1%
Q2 2018-1.6%-5.8%+8.6%
Q1 2018-2.6%-1.9%-9.9%
Q4 2017-10.8%-11.4%-18.8%
Q3 2017+18.6%+15.5%+17.9%
Q2 2017-2.8%-1.4%-13.4%
Q1 2017-0.9%-3.3%-15.8%
Q4 2016+6.5%+5.2%+10.4%
Q3 2016+2.6%+1.1%+13.3%
Q2 2016+14.3%+9.9%-0.4%
Q1 2016-1.3%
Q4 2015-9.2%
Q3 2015+0.8%
Q2 2015-3.9%
Q1 2015+0.8%
Q4 2014+6.9%
Q3 2014+3.2%
Q2 2014+7.2%
Q1 2014-8.0%
Q4 2013+2.3%
Q3 2013+4.5%
Q2 2013+2.7%
Q1 2013-5.3%
Q4 2012+3.3%
Q3 2012+3.1%
Q2 2012-3.3%
Q1 2012-2.8%
Q4 2011-1.4%
Q4 2009-1.4%
Q3 2011+16.9%
Q3 2010+16.9%
Q2 2011-22.4%
Q2 2010-22.4%
Q4 2010+8.6%
Q1 2011+8.6%
Q1 2010-6.5%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro