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The Marcus
The Marcus (MCS) investor relations material
The Marcus Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
Both divisions outperformed their industries in Q4, with Theatres leading box office growth and Hotels achieving record revenue and Adjusted EBITDA for fiscal 2025, driven by favorable film slates, strategic pricing, and renovated properties.
Theatres benefited from strong family and blockbuster films, while Hotels saw stable leisure demand and strong group bookings.
Strategic reinvestments and renovations, especially at Hilton Milwaukee, contributed to outperformance.
Full year fiscal 2025 consolidated revenues increased just over 3% from the prior year, with both divisions contributing to growth.
Financial highlights
Q4 consolidated revenues were $193.5 million, up 2.8% year-over-year; full year revenues were $758.5 million, up 3.1%.
Q4 operating income was $1.7 million, impacted by $5.2 million in non-cash impairment charges; full year operating income was $17.1 million, up 5.5%.
Q4 Adjusted EBITDA was $26.8 million, up 3.6%; full year Adjusted EBITDA was $99.3 million, down 3.1%.
Q4 net earnings were $6.0 million (vs. $1.0 million prior year); full year net earnings were $12.7 million (vs. $-7.8 million prior year).
Net income and EPS benefited from a $7.6 million ($0.24/share) tax credit related to the Hilton Milwaukee renovation.
Outlook and guidance
2026 capital expenditures expected to decrease significantly to $50–$55 million, boosting free cash flow.
Free cash flow will be allocated to growth investments and shareholder returns.
Positive outlook for both divisions in 2026, with low single-digit RevPAR growth expected in hotels and a strong, franchise-heavy film slate anticipated for theaters.
Group booking pace and banquet/catering revenue for Hotels running ahead of last year.
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Frequently asked questions
The Marcus Corporation operates in the entertainment and hospitality industries. The company owns and manages movie theaters and hotels, with its theater segment offering premium cinema experiences through its Marcus Theatres and Movie Tavern brands. Its hotel segment includes owned and managed properties, catering to leisure and business travelers. Marcus focuses on providing high-quality entertainment and lodging services in markets across the United States. The company is headquartered in Milwaukee, Wisconsin, and its shares are listed on the NYSE.
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