IMAX

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Imax (IMAX), which belongs to the Zacks Film and Television Production and Distribution industry. This entertainment technology company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 33.45%. For the last reported quarter, Imax came out with earnings of $0.43 per share versus the Zacks Consensus Estimate of $0.28 per share, representing a surprise of 53.57%. For the previous quarter, the company was expected to post earnings of $0.15 per share and it actually produced earnings of $0.17 per share, delivering a surprise of 13.33%. With this earnings history in mind, recent estimates have been moving higher for Imax. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Imax currently has an Earnings ESP of +9.78%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #1 (Strong Buy) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on November 5, 2026. Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric. Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate. Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report IMAX Corporation (IMAX) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

The market expects Imax (IMAX) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. This entertainment technology company is expected to post quarterly earnings of $0.83 per share in its upcoming report, which represents a year-over-year change of +76.6%. Revenues are expected to be $149.65 million, up 40.3% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 1.72% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). For Imax, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +28.49%. On the other hand, the stock currently carries a Zacks Rank of #1. So, this combination indicates that Imax will most likely beat the consensus EPS estimate. While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that Imax would post earnings of $0.28 per share when it actually produced earnings of $0.43, delivering a surprise of +53.57%. Over the last four quarters, the company has beaten consensus EPS estimates four times. An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Imax appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report IMAX Corporation (IMAX) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

It is not surprising that before an earnings season, every investor looks for stocks that can beat market expectations. This is because investors always try to position themselves ahead of time and look to tap stocks that are high-quality in nature. In this regard, we ran a screener that yielded stocks e.l.f. Beauty ELF, IMAX IMAX, Cracker Barrel Old Country Store CBRL, Fortinet FTNT and Valero Energy VLO as the likely winners on the earnings beat potential. Historically, stocks of companies with solid quarterly earnings (on a nominal basis) tank if they miss or merely meet market expectations. After all, a 20% earnings rise (though apparently looks good) doesn't tell you if earnings growth has been exhibiting a decelerating trend. Also, seasonal fluctuations come into play sometimes. If a company's Q1 is seasonally weak and Q4 strong, then it is likely to report a sequential earnings decline. In such cases, growth rates are misleading when judging the true health of a company. On the other hand, after much brainstorming and analysis of companies' financials and initiatives, Wall Street analysts project earnings of companies. They, in fact, club their insights and a company's guidance when deriving an earnings estimate. Thus, outperforming that estimate is almost equivalent to beating the company's own expectation as well as the market perception. And if the margin of earnings surprise is big, it typically drives the stock higher right after the release. Thus, more than anything else, an earnings surprise can push a stock higher. Now, finding stocks that have the potential to beat on the bottom line may be investors' dream but not an easy job. One way to do this is to look at the earnings surprise history of the company. An impressive track in this regard generally acts as a catalyst in sending a stock higher. It indicates the company's ability to surpass estimates. And investors generally believe that the company will apply the same secret sauce to execute yet another earnings beat in its next release. In order to shortlist stocks that are likely to come up with an earnings surprise, we chose the following as our primary screening parameters. Last EPS Surprise greater than or equal to 10%: Stocks delivering positive surprise in the last quarter tend to surprise again. Average EPS Surprise in the last four quarters greater than 20%: We lifted the bar for outperformance slightly higher by setting the average earnings surprise for the last four quarters at 20%. Average EPS Surprise in the last two quarters greater than 20%: This points to a more consistent surprise history and makes the case for another surprise even stronger. In addition, we place a few other criteria that push up the chance of a positive surprise. Zacks Rank less than or equal to 2: Only companies with a Zacks Rank #1 (Strong Buy) or 2 (Buy) rating can get through. Earnings ESP greater than zero: A stock needs to have both a positive Earnings ESP and a Zacks Rank of #1, 2 or 3 for an earnings beat to happen, as per our proven model. In order to zero in on those that have long-term growth potential and high trading liquidity, we have added the following parameters too: Next 3-5 Years Estimated EPS Growth (Per Year) greater than 10%: Solid expected earnings growth exhibits the stock's long-term growth prospects. Average 20-day Volume greater than 100,000: High trading volume implies that the stocks have adequate liquidity. A handful of criteria has narrowed down the universe from over 7,700 stocks to only 12. Here are five out of 12 stocks: e.l.f. Beauty: The Zacks Rank #1 company is a multi-brand beauty company headquartered in Oakland, CA, focused on accessible, high-quality cosmetics and skincare. You can see the complete list of today's Zacks #1 Rank stocks here. The average earnings surprise of ELF for the past four quarters is 61.50%. IMAX: The Zacks Rank #2 (Buy) company is a leading global entertainment technology company specializing in motion picture technologies and presentations. The average earnings surprise of IMAX for the past four quarters is 31.37%. Cracker Barrel Old Country Store: The Zacks Rank #1 company owns and operates full-service restaurants that combine a restaurant and a retail store in the same unit. The average earnings surprise of CBRL for the past four quarters is 228.64%. Fortinet: The company is a leader in cybersecurity, driving the convergence of networking and security. The stock has a Zacks Rank #2. The average earnings surprise of FTNT for the past four quarters is 20.34%. Valero Energy: The company, through its subsidiaries, is a multinational manufacturer and marketer of petroleum-based and low-carbon liquid transportation fuels and petrochemical products.The stock has a Zacks Rank #1. The average earnings surprise of VLO for the past four quarters is 26.80%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Cracker Barrel Old Country Store, Inc. (CBRL) : Free Stock Analysis Report Valero Energy Corporation (VLO) : Free Stock Analysis Report Fortinet, Inc. (FTNT) : Free Stock Analysis Report IMAX Corporation (IMAX) : Free Stock Analysis Report e.l.f. Beauty (ELF) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let's take a look at how IMAX (NYSE:IMAX) and the rest of the media & entertainment stocks fared in Q2. Simply put, traditional media like linear TV is losing eyeballs and as a result, ad dollars as well. On the other hand, digital media such as streaming and social media are taking share of audience and ad spend. AI-driven content creation and digital advertising are continuing to evolve, which benefits companies in the sector that invest behind these themes. On the other hand, headwinds include growing regulatory scrutiny on AI-generated content, with many publishers balking at anything that gets no human oversight. Additional areas to navigate for companies in the space include the phasing out of third-party cookies, which could make traditional ways of tracking the online behavior of consumers (a secret sauce in digital marketing) much less effective. The 15 media & entertainment stocks we track reported a mixed Q2. As a group, revenues beat analysts' consensus estimates by 3.4% while next quarter's revenue guidance was 1.4% below. In light of this news, share prices of the companies have held steady as they are up 1.2% on average since the latest earnings results. Originally developed for World Expo '67 in Montreal as an innovative projection system, IMAX (NYSE:IMAX) provides proprietary large-format cinema technology and systems that deliver immersive movie experiences with enhanced image quality and sound. IMAX reported revenues of $102.8 million, up 12.2% year on year. This print exceeded analysts' expectations by 8.8%. Overall, it was an incredible quarter for the company with a beat of analysts' EPS estimates. Interestingly, the stock is up 42.9% since reporting and currently trades at $56.18. Read why we think that IMAX is one of the best media & entertainment stocks, our full report is free. Originally launched as a way to make grocery shopping more rewarding for budget-conscious consumers, Ibotta (NYSE:IBTA) is a mobile shopping app that allows consumers to earn cash back on everyday purchases by completing tasks and submitting receipts. Ibotta reported revenues of $88.91 million, up 3.3% year on year, outperforming analysts' expectations by 4.7%. The business had an incredible quarter with a beat of analysts' EPS estimates and revenue guidance for next quarter exceeding analysts' expectations. The market seems happy with the results as the stock is up 67.2% since reporting. It currently trades at $41.11. Is now the time to buy Ibotta? Access our full analysis of the earnings results here, it's free. With a vast library of over 562 million visual assets documenting everything from breaking news to iconic historical moments, Getty Images (NYSE:GETY) is a global visual content marketplace that licenses photos, videos, illustrations, and music to businesses, media outlets, and creative professionals. Getty Images reported revenues of $229.1 million, down 2.5% year on year, falling short of analysts' expectations by 2.5%. It was a disappointing quarter as it posted a significant miss of analysts' EPS estimates. As expected, the stock is down 68.5% since the results and currently trades at $0.14. Read our full analysis of Getty Images's results here. Founded in 2013 as a champion for content creator rights and free expression, RUM Group (NASDAQ:RUM) is a video sharing platform that positions itself as a free speech alternative to mainstream platforms, offering creators more favorable revenue-sharing opportunities. RUM Group reported revenues of $40.37 million, up 60.9% year on year. This number surpassed analysts' expectations by 31.7%. However, it was a slower quarter as it logged a significant miss of analysts' EPS estimates. RUM Group delivered the biggest analyst estimate beat of the whole group. The stock is up 34.9% since reporting and currently trades at $8.38. Read our full, actionable report on RUM Group here, it's free. Pioneering a vertical-scrolling format optimized for mobile devices, WEBTOON Entertainment (NASDAQ:WBTN) operates a global platform where creators publish serialized web-comics and web-novels that users can read in bite-sized episodes. WEBTOON reported revenues of $338.5 million, down 2.8% year on year. This print lagged analysts' expectations by 1.6%. It was a slower quarter as it also recorded revenue guidance for next quarter missing analysts' expectations significantly. WEBTOON had the slowest revenue growth in the group. The stock is up 15.6% since reporting and currently trades at $10.93. Read our full, actionable report on WEBTOON here, it's free. Over the past year, investors have been forced to repeatedly answer the same question: what is the market's biggest risk? The answer has changed several times, and each shift has reshaped market leadership. Late in 2025 and early 2026, artificial intelligence became the market's primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products. By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market's dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals. Want to invest in winners with rock-solid fundamentals? Check out our Top 6 Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

Entertainment technology firm IMAX Corp. (NYSE:IMAX) rallied for a second day on Thursday, nearly hitting its 52-week high, after reporting a solid earnings performance in the second quarter of the year which exceeded earnings expectations. The stock climbed 11.86 percent higher during the day to close at $43.96 apiece. It hit an intra-day high of $45.12, or just 40-cents shy of its 52-week high of $45.52. The rally was primarily driven by a 30.3 percent improvement in its net income at $15.9 million versus $12.2 million in the same period last year, as total revenues increased by 12 percent to $102.8 million from $91.7 million year-on-year. The strong performance signaled the continued strong demand for cinema releases amid threats of the growing digital entertainment era. Photo by Tima Miroshnichenko on Pexels IMAX Corp. (NYSE:IMAX) posted a highly optimistic outlook for the second half of the year amid the strong debut of The Odyssey in its cinemas, “which achieved the biggest IMAX opening weekend of all time in like-for-like markets.” It said The Odyssey delivered the highest IMAX international market share in like-for-like markets of any major release in its history. “The Odyssey—the first-ever full-length theatrical release filmed entirely with IMAX film cameras—is emerging as a transformational event for IMAX, as the purest and most complete expression yet of the power of our global platform,”  said IMAX Corp. (NYSE:IMAX) CEO Rich Gelfond. “The Odyssey has the potential to impact our business in many ways that are clear—and many ways we can’t yet predict, as its success on our platform reverberates across the creative community, and throughout the entertainment landscape,” he added. Institutional participation in the company softened in the first quarter, reflecting a more cautious stance toward the firm and the broader industry. According to data from Insider Monkey, 27 hedge funds held positions in the company during the period, a decline from 32 in the previous quarter. Collectively, their holdings markedly dropped by 5.76 percent to $454.78 million from $482.6 million quarter-on-quarter, signaling a weaker institutional conviction. Of its hedge fund holders, Orbis Investment Management currently owns the largest chunk at $195.8 million, followed by Driehaus Capital at $62.78 million. Royce & Associates came third at $47.36 million. While we acknowledge the potential of IMAX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. Disclosure: None. Follow Insider Monkey on Google News.

IMAX Corporation IMAX shares have appreciated 11.8% since the company reported its second-quarter 2026 results on July 23. The upward momentum can be attributed to robust outperformance across key financial metrics, along with continued strength in network expansion.IMAX reported second-quarter 2026 adjusted earnings of 43 cents per share, which beat the Zacks Consensus Estimate of 28 cents by 53.57%. The company had reported adjusted earnings of 26 cents per share in the year-ago quarter.Revenues increased 12.17% from the year-ago quarter's level to $102.8 million and beat the consensus mark by 9.4%. IMAX Corporation price-consensus-eps-surprise-chart | IMAX Corporation Quote IMAX shares have surged 18.9% year to date, outperforming the Zacks Consumer Discretionary sector's 11.5% decline. Category-wise, Technology Sales increased 41.5% year over year to $26.7 million. Image Enhancement and Maintenance Services revenues increased 4.5% year over year to $53.2 million, while Technology Rentals grew 4.6% year over year to $20 million. Finance Income increased 5.4% year over year to $3 million.Segment-wise, Content Solutions revenues increased 2% year over year to $34.7 million, with gross margin declining 2% to $21.9 million and gross margin percentage contracting to 63% from 66% in the year-ago period. Technology Products and Services revenues increased 16% year over year to $64.8 million, with gross margin growing 29% to $39 million and gross margin percentage expanding to 60% from 54% in the year-ago period. IMAX installed 38 systems in the second quarter, of which 17 were new locations, and 21 were upgrades compared with 36 in the year-ago period. More than half of the new locations were in international markets, including Japan, Spain, Germany, Belgium, Malaysia and France. As of June 30, 2026, 1,876 IMAX systems were operating in 91 countries and territories, comprising 1,809 commercial multiplexes, 10 commercial destinations and 57 institutional locations. Second-quarter signings totaled 36, up from 28 in the year-ago period, highlighted by a 10-system agreement with Hoyts across Australia and New Zealand and a 5-system Georgia Theatre deal in the United States, along with 3-system deals in India, Turkey and Vietnam. Total system backlog stood at 421 as of June 30, 2026, compared with 501 in the year-ago period. Gross margin expanded 270 basis points to 61.2%. Total Adjusted EBITDA increased 23% year over year to $48 million, with margin expanding 400 basis points to 46.6%. Selling, general and administrative expenses declined to $34.5 million from $35.3 million, reflecting continued cost discipline that offset modest growth in research and development spend. Operating income increased approximately 45% year over year to $20.8 million. As of June 30, 2026, available liquidity was $551.2 million, up from $528 million as of March 31, 2026, with cash of $159.9 million compared with $146 million at the end of the prior quarter. Total debt was $291.7 million, down from $300 million as of March 31, 2026. Operating cash flow for the six months ended June 30, 2026 was $36 million, up from $30.2 million in the year-ago period, reflecting higher net income and improved working capital.During the quarter, the company repurchased 404,866 shares at an average price of $33.91, for a total of $13.7 million compared with no repurchases in the year-ago quarter, with $237 million remaining under the $500 million buyback program as of June 30, 2026. For 2026, IMAX reaffirmed a global box office of approximately $1.4 billion, an adjusted EBITDA margin in the mid-40s with a floor of 45% and system installations of 160 to 175. The Odyssey, which opened July 17, kicks off a second half slate that culminates with Denis Villeneuve's Dune: Part Three and also includes Spider-Man: Brand New Day in China, Japan and South Korea, Tom Cruise's Digger and the IMAX exclusive theatrical release of Netflix's untitled Cliff Booth project, along with multiple local-language blockbusters. The company expects at least 13 Filmed For IMAX titles in 2026. IMAX currently carries a Zacks Rank #3 (Hold).Some better-ranked stocks in the broader Zacks Consumer Discretionary sector are Cimpress CMPR, The Marcus MCS and News Corporation NWSA, each currently sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.Shares of Cimpress have returned 46.2% in the year-to-date period. Cimpress is slated to report fourth-quarter fiscal 2026 results on July 29.Shares of The Marcus have returned 53.4% in the year-to-date period. The Marcus is slated to report second-quarter 2026 results on July 30.Shares of News Corporation have returned 0.8% in the year-to-date period. News Corporation is slated to report fourth-quarter fiscal 2026 results on Aug. 05. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report IMAX Corporation (IMAX) : Free Stock Analysis Report News Corporation (NWSA) : Free Stock Analysis Report Marcus Corporation (The) (MCS) : Free Stock Analysis Report Cimpress plc (CMPR) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Interested in IMAX Corporation? Here are five stocks we like better. IMAX beat expectations in Q2 2026, with revenue up 12% year over year to $103 million, adjusted EPS up 65% to $0.43, and adjusted EBITDA of $48 million at nearly a 47% margin. The Odyssey is driving strong momentum for the company’s premium format, generating $52 million in global opening-weekend box office and helping IMAX highlight robust occupancy, presales and 70mm performance. Management said IMAX remains on track for a record $1.4 billion global box office year and is expanding its network, with 38 system installations and 36 new signings in the quarter, while keeping capital returns and share buybacks in focus. A Prada Payday: Is AMC Back in Style? IMAX (NYSE:IMAX) reported stronger second-quarter 2026 results and said early performance for Christopher Nolan's The Odyssey is reinforcing demand for its premium theater format, film technology and global exhibition network. On the company’s earnings call, Chief Executive Officer Rich Gelfond said IMAX “delivered strong results, beating consensus across virtually every metric,” including revenue of $103 million, up 12% year over year, adjusted earnings per share of $0.43, up 65%, and adjusted EBITDA of $48 million at an almost 47% margin. → Could Truth API Become Trump Media’s First Meaningful Revenue Driver? Box Office Revival: 3 Movie Theater Stocks Making a Comeback Chief Financial Officer Natasha Fernandes said the quarter demonstrated “the strength and diversity” of IMAX’s operating model. She said revenue rose from $92 million in the prior-year quarter, while gross margin increased to $63 million, or 61%, reflecting a 270-basis-point improvement. Adjusted EBITDA margin rose to 46.6% from 42.6% a year earlier. Gelfond spent much of the call discussing The Odyssey, which he described as “the purest and most complete expression yet of the power of IMAX.” He said the film is the first feature-length release shot entirely with IMAX film cameras and compared its potential industry impact to Avatar. → 3 Photonics Companies Making Quantum Tech Possible Big Screen Stock Soars on Blockbuster Q2 Earnings According to Gelfond, IMAX generated $52 million in global opening-weekend box office from The Odyssey, which he said was the company’s biggest global opening weekend on a like-for-like basis because the film had not yet opened in China, Japan or South Korea. IMAX represented 20% of the film’s worldwide debut on less than 1% of total screens, he said. Gelfond said domestic IMAX occupancy reached 75% during the opening weekend. He also said the film produced IMAX’s highest-grossing Monday, with $11 million, followed by its biggest Tuesday at $10.6 million. In the question-and-answer session, he said Wednesday results were also around the same level and that presales for the second weekend were comparable to “a really good first weekend number.” → AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off The company said its 41 IMAX 70mm film locations generated $6.3 million during the opening weekend, averaging $153,000 per screen. Gelfond said some 70mm locations were selling out showtimes into the seventh or eighth week of the film’s run. Gelfond said IMAX remains on track to deliver a record $1.4 billion in global box office for the full year. He framed The Odyssey and Dune: Part Three as two major second-half releases that were filmed with IMAX cameras and will use IMAX 70mm presentations. The CEO also cited several upcoming releases, including Spider-Man: Brand New Day, which he said will play in China, Japan and South Korea; Digger from Tom Cruise and Alejandro González Iñárritu; Godzilla Minus Zero; Ramayana: Part 1; and an exclusive theatrical release with Netflix directed by David Fincher and starring Brad Pitt. Looking into 2027, Gelfond pointed to Greta Gerwig’s Narnia, which he said opens exclusively in IMAX before its wider global release, as well as The Thomas Crown Affair, Star Wars: Starfighter and sequels to Superman and Minecraft. He said IMAX expects at least four films in 2027, including new releases and rereleases, to be presented in IMAX 70mm film. Fernandes said IMAX installed 38 systems in the second quarter, compared with 36 in the prior-year period, marking the company’s highest second-quarter installation count in a decade. Of those installations, 20 were joint revenue-sharing systems and 18 were sales. From a network-growth perspective, 21 were upgrades and 17 were new locations. She said more than half of new locations were in international markets, including Japan, Spain, Germany, Belgium, Malaysia and France. IMAX also signed agreements for 36 systems during the quarter, up from 28 a year ago, with 80% tied to new locations. Notable deals included a 10-system agreement with Hoyts in Australia and New Zealand and a five-system agreement with Georgia Theatre in the U.S. In response to an analyst question about 70mm projection systems, Gelfond said IMAX could add more but described the opportunity as finite because of the economics. He said theaters need the right box size, aspect ratio, projection booth and logistics, while film prints are expensive. “You just can’t say, ‘Why don’t you build hundreds of them?’ because there aren’t hundreds of places where it would work,” he said. Fernandes said content solutions revenue grew 2% to $35 million, driven by growth in international markets excluding China and the breakout title Michael. The segment delivered $22 million in gross profit, with a gross margin of 63%. Technology products and services revenue rose 16% year over year to $65 million, driven by higher system installations, renewals and rental revenue. Gross profit margin in the segment increased to 60% from 54%, which Fernandes attributed to a mix shift toward higher-margin revenue streams and the benefit of box office above the level where incremental profitability begins to increase. IMAX generated $36 million in cash flow from operations during the first half of 2026, compared with $30 million a year earlier. Fernandes said first-half operating cash flow included $10 million of incentive lease payments to exhibitors, reflecting the company’s decision to invest in network expansion and upgrades through joint revenue-sharing arrangements. The company repurchased $13.7 million of shares during the second quarter. As of June 30, IMAX held $160 million in cash and $292 million in debt, with net leverage of 0.7 times, Fernandes said. Gelfond said IMAX views merchandising as a “largely untapped opportunity.” He cited the company’s first popcorn bucket, modeled after the IMAX 70mm camera used to film The Odyssey, saying the first online release sold out in under two hours, the second in seven minutes and the China release in 63 seconds. IMAX has sold more than 10,000 units through its own channels, he said. Asked about China, Gelfond said the first half of the year was disappointing but that box office had improved in recent weeks. He said presales for Spider-Man in China were strong and that the delayed China release of The Odyssey could benefit from momentum in other markets. Fernandes said IMAX was not changing its full-year guidance and would continue using cash to invest in network growth. She said the company may also repurchase shares when it has excess cash or believes the stock is undervalued. IMAX Corporation is a global leader in immersive entertainment technologies, specializing in the design, manufacture and distribution of high-resolution cameras, projectors, and proprietary software solutions that enhance both film production and theatrical exhibition. The company licenses its premium large-format system to theatre owners and filmmakers around the world, enabling audiences to experience movies with greater clarity, scale and sound fidelity. IMAX also offers turnkey theatre development services, assisting cinema operators with auditorium design, installation and custom branding to optimize the customer experience. Founded in 1967 and headquartered in Mississauga, Ontario, IMAX has built a reputation for pioneering film-format innovations, including its patented dual 15-perforation, 70-millimeter projection system. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "IMAX Q2 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for July 2026.

Imax (IMAX) reported $102.84 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 12.2%. EPS of $0.43 for the same period compares to $0.26 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $94.37 million, representing a surprise of +8.97%. The company delivered an EPS surprise of +53.57%, with the consensus EPS estimate being $0.28. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Imax performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Total IMAX System installations: 38 versus the two-analyst average estimate of 37. Revenues- Content Solutions: $34.69 million versus $34.9 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +2% change. Revenues- All other: $3.35 million versus the six-analyst average estimate of $2.18 million. The reported number represents a year-over-year change of +60.9%. Revenues- Technology Products and Services: $64.81 million versus $57.31 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +16.6% change. Revenues- Finance income: $3.03 million compared to the $3.05 million average estimate based on two analysts. The reported number represents a change of +5.4% year over year. Gross Margin- Content solutions: $21.91 million versus $23.24 million estimated by five analysts on average. Gross Margin- All Other: $1.97 million versus $0.95 million estimated by five analysts on average. Gross Margin- Technology Products and Services: $39.02 million compared to the $31.57 million average estimate based on five analysts. View all Key Company Metrics for Imax here>>> Shares of Imax have returned -10.5% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report IMAX Corporation (IMAX) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research