| Metric | Value ($ M) | Q2 FY26 | Q3 FY25 |
|---|---|---|---|
| Revenue | 237.75 | 2.6% | 13.1% |
| Total Income | 237.75 | 2.6% | 13.1% |
| Expenditure | 207.47 | 1.4% | 10.7% |
| PBT | 27.87 | 16.2% | 15.2% |
| Net Profit | 18.76 | 18.4% | 15.6% |
| OPM | 12.74% | 1.06pp | 1.92pp |
| NPM | 7.89% | 1.05pp | 0.17pp |
| EPS | — |
Marcus Corporation Reports Record Third Quarter 2026 Revenue
29 Oct 2026 · 3h ago
Summary
The Marcus Corporation announced record-breaking results for the third quarter of 2026, with total revenues reaching $237.8 million, up 13.1% year-over-year. This performance was driven by record quarterly revenues from both its Marcus Theatres and Marcus Hotels & Resorts divisions. Net earnings increased by 15.6% to $18.8 million, and operating income saw a significant 33.2% improvement. Management expressed optimism, citing strong film slates and continued demand in the hospitality sector.
Key Highlights
- 1
The Marcus Corporation reported its highest quarterly revenue in company history, reaching $237.8 million for the third quarter of 2026, a 13.1% increase from the prior year quarter.
- 2
Operating income for the third quarter of 2026 was $30.3 million, a 33.2% improvement compared to $22.7 million in the third quarter of fiscal 2025.
- 3
Net earnings increased by 15.6% to $18.8 million for the third quarter of 2026, compared to $16.2 million in the same period last year.
- 4
Marcus Theatres achieved record third quarter revenue of $145.0 million, a 20.9% increase year-over-year, driven by strong film performance.
- 5
Marcus Hotels & Resorts also reported record third quarter revenue of $82.0 million, a 2.0% increase over the prior year quarter, despite some operational challenges.
- 6
Adjusted EBITDA for the consolidated company rose 21.5% to $49.1 million for the third quarter of 2026, compared to $40.4 million in the prior year quarter.
Management Comments
Gregory S. Marcus
Record third quarter revenue in both divisions drove the highest total revenue for any quarter in company history. In our theatre business, the successes continued with Marcus Theatres’ record third quarter revenue, powered by the blockbuster hits of Spider-Man: Brand New Day and The Odyssey, along with a strong slate of other appealing films, including several family friendly titles that played well in our markets. Marcus Hotels & Resorts also achieved record third quarter revenue as the busy summer season drew healthy leisure demand. Looking to the remainder of the year, there are even more exciting films ahead, with the holiday movie slate featuring several franchise-driven tentpole films that are expected to appeal to a wide range of audiences. The historic World Series run for the Milwaukee Brewers, along with upcoming holiday travel and events, also bode well for our hotels business as we round out the year.
Jeffry F. Tomachek
The box office continued to soar in the third quarter, with the best summer movie season in company history driving our record-breaking quarterly results. The huge successes of Spider-Man: Brand New Day, which became the top performing domestic film of all time, and The Odyssey, along with a strong slate of other diverse films, drove impressive attendance growth throughout the quarter. The momentum that has been building all year continues as we head deeper into the fourth quarter, with several franchise favorites on the horizon, including The Hunger Games: Sunrise on the Reaping, Dune: Part Three, and Avengers: Doomsday, which is already experiencing strong pre-sales. The holiday movie season is sure to deliver more cinematic delights, continuing what has already been a tremendous year for moviegoing.
Michael R. Evans
The peak summer travel season contributed to another record revenue quarter for Marcus Hotels & Resorts. Strong leisure travel, especially at our renovated hotels and resorts, combined with improved business demand across our portfolio, drove positive room rate and RevPAR growth. The fourth quarter is off to a good start, with our Milwaukee hotels benefiting from strong demand related to the Milwaukee Brewers playoff run. Looking forward to the end of the year and into 2027, our upper upscale properties continue to be well positioned within the markets in which we compete.
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