earnings
confidence high
sentiment positive
materiality 0.75
Marcus Corp Q4 revenue up 2.8% to $193.5M; EPS $0.19 vs $0.03 YoY; Hotels record FY EBITDA
MARCUS CORP
- Q4 revenues $193.5M (+2.8% YoY); net earnings $6.0M ($0.19 dil. EPS) vs $1.0M ($0.03) prior year.
- Marcus Theatres led industry with 7.6 pp box office growth; Q4 same-store admission rev +6.1%, ATP +12.7%.
- Marcus Hotels & Resorts Q4 rev $60.4M (+5%); full-year record revenue and record Adj. EBITDA $42.7M (+2.7%).
- FY2025 share repurchases: 1.1M shares for $18.0M; total returned $27.1M including dividends; 4.5M shares remain.
- Q4 Adj. EBITDA $26.8M (+3.6% YoY); full-year Adj. EBITDA $99.3M (-3.1% due to cost increases).