MCS · Marcus Corp
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. Marcus Corporation reported its best second quarter since 2019, with consolidated revenue up 12.5% to $231.7M and Adjusted EBITDA up 43% to $46.2M, driven by both theatres outperforming the domestic box office and hotels posting a record second quarter; the company tightened 2026 capex guidance to $45–$50M to boost free cash flow.
- + Consolidated Q2 revenue rose 12.5% to $231.7M and Adjusted EBITDA jumped 43% to $46.2M, with operating income more than doubling to $27.1M.
- + Q2 net earnings increased 116% to $15.8M and diluted EPS rose 122% to $0.51.
- + Theatres outperformed the industry, with comparable admission revenue up 16.6% (5.1 points ahead of the box office) and attendance up 10.9%, driving segment Adjusted EBITDA up 36.8% to $36.3M.
- + Hotels posted a record second quarter, with revenue before reimbursements up 9.6% to $70.8M, RevPAR up 13.9%, and segment Adjusted EBITDA up 31.1% to $14.7M.
- + Q2 free cash flow nearly tripled to $44M, and 2026 capex was tightened to $45–$50M to drive a significant increase in full-year free cash flow.
- − Hotels' revenue growth was partially flattered by the prior-year Hilton Milwaukee renovation; excluding that, RevPAR outperformance versus the competitive set was only 1.1 percentage points.
- − Management cited continued volatility in gas prices and airfare as a risk to transient leisure demand at the hotels.
- − First-half comparisons were distorted by five fewer operating days in 1H 2026 versus 1H 2025 following the fiscal year change.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Entertainment — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MCS
this stock
Marcus Corp
|
$866.08M | +74.5% | +3.1% | — | 2.7% |
|
NFLX
Netflix Inc
|
$296.24B | -28.5% | +15.9% | 22.4 | 2.3% |
|
DIS
Walt Disney Co
|
$176.19B | -10.2% | +3.4% | 21.1 | 1.1% |
|
WBD
Warner Bros. Discovery, Inc.
|
$77.48B | +7.4% | +53.5% | — | 2.4% |
|
LYV
Live Nation Entertainment, Inc.
|
$40.26B | +18.4% | +8.8% | — | 9.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MCS | -3.7% | -1.9% | +41.4% | -3.0% | +74.5% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | -3.5% | -1.4% | +29.2% | -3.9% | +61.6% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.