Operating primarily within the United States, The Marcus Corporation is a diversified enterprise focused on entertainment and hospitality. Its operations are structured ...
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$0.32 per share
Est. EPS $0.52 · Revenue $216.08M · 2 analysts
Est. EPS $0.22 · Revenue $206.15M · 2 analysts
Est. EPS $0.75 · Revenue $804.25M · 3 analysts
$0.32 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $758.5M | +3.1% | +50.1% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $12.7M | +263.0% | +203.2% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +38.7% | -1.0% | -53.8% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +2.9% | +30.0% | +193.6% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +1.7% | +258.1% | +168.8% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $989000 | -96.0% | +301.0% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +0.1% | -96.1% | +233.9% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 73.3% | -3.3% | -11.7% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 0.45x | -21.0% | +25.3% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.0B | -2.9% | +0.8% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.41 vs 0.28 | +48.4% | 0.52 vs 0.52 | -0.6% |
| Revenue Surprise | $758.5M vs $748.7M | +1.3% | $231.7M vs $216.1M | +7.3% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 7, 2026 | Marcus Gregory S | director, officer: President and CEO | Class B Common Stock | A | 1,249 | — |
| Aug 7, 2026 | Marcus David John | director | Class B Common Stock | A | 1,249 | — |
| Aug 3, 2026 | KISSINGER THOMAS F | director, officer: Sr Exec VP, Gen Counsel & Secy | Common Stock | A | 47,100 | $21.84 |
| Aug 3, 2026 | KISSINGER THOMAS F | director, officer: Sr Exec VP, Gen Counsel & Secy | Common Stock | A | 39,000 | $28.88 |
| Aug 3, 2026 | KISSINGER THOMAS F | director, officer: Sr Exec VP, Gen Counsel & Secy | Common Stock | D | 38,708 | $30.69 |
Operator: Thank you. Good morning, everyone, and welcome to Marcus Corporation's Second Quarter Earnings Conference Call. My name is Jonathan, and I will be your operator for today. As a reminder, this conference is being recorded. Joining us today are Greg Marcus, Chairman, President and Chief Executive Officer, and Chad Paris, Chief Financial Officer and Treasurer of The Marcus Corporation. At this time, I'd like to turn the program over to Mr. Paris for his opening remarks. Please go ahead, sir. Chad Paris: Good morning and welcome to our 2026 second quarter conference call. I need to begin by stating that we plan to make a number of forward-looking statements on our call today, which may be identified by our use of words such as believe, anticipate, expect, or other similar words. Our forward-looking statements are subject to certain risks and uncertainties, which may cause our actual results to differ materially from those expected or projected in our forward-looking statements. These statements are only made as of the date of this conference call, and we disclaim any obligation to publicly update such forward-looking statements to reflect subsequent events or circumstances. The risks and uncertainties which could impact our ability to achieve our expectations identified in our forward-looking statements are included under the heading, forward-looking statements, in the press release we issued this morning announcing our 2026 second quarter results, and in the risk factor section of our fiscal 2025 annual report on Form 10-K, which you can access on the SEC's website. Additionally, we refer you to the disclosures and reconciliations we provided in today's earnings press release regarding the use of adjusted EBITDA, a non-GAAP financial measure, in evaluating our performance and its limitations, a copy of which is available on the Investor Relations page of our website at investors.marcuscorp.com. All right, with that behind us, let's begin. I'll start this morning by spending a few minutes sharing the results from our second quarter and discuss our balance sheet and liquidity. I'll then turn the call over to Greg, who will focus his prepared remarks on where our businesses are today and what we see ahead. We'll then open up the call for questions. This morning we reported our best second quarter since 2019, and it was a quarter where the intersection of strong demand and both businesses outperforming their respective industries and comp sets combined to deliver new post-pandemic second quarter records for consolidated Marcus Corporation revenue and adjusted EBITDA. As we shared on our last call, the second quarter got off to a strong start in our theatre division with The Super Mario Galaxy Movie creating great momentum heading into a strong slate for the summer moviegoing season. Audiences headed to our theatres for one great movie after another to deliver several positive surprises and our strongest second quarter in theatres since the …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Gregory S. Marcus | President, Chief Executive Officer & Chairman | USD 2,187,231 | Male | 1965 | Active |
Thomas F. Kissinger | Senior EVice President, General Counsel, Secretary & Director | USD 994,677 | Male | 1960 | Active |
Michael R. Evans | President of Marcus Hotels & Resorts division | USD 953,779 | Male | 1971 | Active |
Chad Paris | Chief Financial Officer & Treasurer | USD 910,206 | Male | 1982 | Active |
Jeffry F. Tomachek | President of Marcus Theatres | — | Male | — | Active |
Steven S. Bartelt | Director of Legal Affairs & Assistant Secretary | — | Male | — | Active |
Steven V. Martin | Chief Human Resources Officer | — | Male | — | Active |
Rajiv W. Castellino | Chief Information Officer | — | Male | — | Active |
Kim Lueck | Chief Information Officer | — | Female | — | Active |
The headline numbers for Marcus (MCS) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Marcus (MCS) came out with quarterly earnings of $0.51 per share, beating the Zacks Consensus Estimate of $0.35 per share. This compares to earnings of $0.23 per share a year ago.
MILWAUKEE--(BUSINESS WIRE)--The Marcus Corporation (NYSE: MCS) today reported results for the second quarter fiscal 2026 ended June 30, 2026. “Our second quarter fiscal 2026 results reflected strong contributions from both divisions, with Marcus Theatres and Marcus Hotels & Resorts each significantly outperforming their respective industries,” said Gregory S. Marcus, chief executive officer of Marcus Corporation. “Marcus Theatres delivered the highest admission revenue growth among the top.
Marcus (NYSE: MCS - Get Free Report) and Interactive Strength (NASDAQ: TRNR - Get Free Report) are both small-cap consumer discretionary companies, but which is the better business? We will contrast the two companies based on the strength of their institutional ownership, dividends, valuation, earnings, risk, analyst recommendations and profitability. Institutional and Insider Ownership 81.6% of Marcus
MILWAUKEE--(BUSINESS WIRE)--Marcus Corporation (NYSE: MCS) today announced that Rajiv W. Castellino, chief technology officer of Marcus Hotels & Resorts, has been promoted to chief information officer of Marcus Corporation. Castellino will assume the role on August 2, 2026, succeeding Kim M. Lueck, who will retire as chief information officer on August 1, 2026, after nearly 30 years with the company. “Rajiv has consistently aligned technology strategies to drive revenue, improve efficiency,.
