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Imax Corp

IMAX · Communication Services

Last earnings Jul 23, 2026

Key results

Revenuequarter

$103 million

Revenue of $103 million, up 12% year-over-year Strong operating profitability with Net Income margin of 15.5% and Adjusted EBITDA (3) margin of 46.6% Net income per diluted share of 27 cents, up 35% year-over year and record Q2 Adjusted EPS (2,3) of 43 cents

SEC original ↗Imax Corp — Earnings release (8-K exhibit)EX-99Jul 23, 2026

Net incomequarter

12%

Revenue of $103 million, up 12% year-over-year Strong operating profitability with Net Income margin of 15.5% and Adjusted EBITDA (3) margin of 46.6% Net income per diluted share of 27 cents, up 35% year-over year and record Q2 Adjusted EPS (2,3) of 43 cents

SEC original ↗Imax Corp — Earnings release (8-K exhibit)EX-99Jul 23, 2026

Growthquarter

up 35%

Revenue of $103 million, up 12% year-over-year Strong operating profitability with Net Income margin of 15.5% and Adjusted EBITDA (3) margin of 46.6% Net income per diluted share of 27 cents, up 35% year-over year and record Q2 Adjusted EPS (2,3) of 43 cents

SEC original ↗Imax Corp — Earnings release (8-K exhibit)EX-99Jul 23, 2026

Gross marginquarter

63 %

2 Second Quarter Segment Results (1) Content Solutions Technology Products and Services Revenue Gross Margin Gross Margin % Revenue Gross Margin Gross Margin % 2Q26 $ 34.7 $ 21.9 63 % $ 64.8 $ 39.0 60 % 2Q25 34.0 22.4 66 % 55.6 30.2 54 % % change 2 % (2 %) 16 % 29 % YTD26 $ 66.1 $ 40.2 61 % $ 113.1 $ 65.9 58 % YTD25 68.2 46.0 67 % 106.2 59.3 56 % % change (3 %) (13 %) 7 % 11 % (1) Please refer to the Company s Quarterly Report on Form 10-Q for the period ended June 30, 2026 for additional segment information.

SEC original ↗Imax Corp — Earnings release (8-K exhibit)EX-99Jul 23, 2026

Content Solutions Segment Second quarter Content Solutions revenues and gross margin increased 2% to $35 million and decreased 2% to $22 million year-over-year, respectively, reflecting IMAX s diversified global model delivering a 63% gross margin.

SEC original ↗Imax Corp — Earnings release (8-K exhibit)EX-99Jul 23, 2026

Technology Products and Services Segment Second quarter Technology Products and Services revenues and gross margin increased 16% to $65 million and 29% to $39 million year-over-year, respectively, driven by higher systems sales, rental revenues and amendments and renewals of existing agreements.

SEC original ↗Imax Corp — Earnings release (8-K exhibit)EX-99Jul 23, 2026

Free cash flowquarter

$ 22,986

Dollars) 2026 2025 Net cash provided by operating activities $ 36,014 $ 30,181 Purchase of property, plant and equipment (2,153) (4,006) Acquisition of other intangible assets (2,152) (3,376) Free cash flow before growth CAPEX (1) 31,709 22,799 Investment in equipment for joint revenue sharing arrangements (8,723) (14,666) Free cash flow $ 22,986 $ 8,133 (1) Growth CAPEX is defined as capital expenditures associated with investments in equipment for joint revenue sharing arrangements.

SEC original ↗Imax Corp — Earnings release (8-K exhibit)EX-99Jul 23, 2026

AI analysis

Q2 2026 · reported Jul 23, 2026

Based on: Earnings release + parent 8-K — transcript not held

Revenue · Q2 2026
$103M
EX-99 · Jul 23, 2026
Gross margin · Q2 2026
63 %
EX-99 · Jul 23, 2026
Free cash flow · Q2 2026
$ 22,986
EX-99 · Jul 23, 2026

Headline figures

MetricQ2 2026Prior qtrYear ago
Revenue$103 million——
Net income12%——
Growthup 35%——
Gross margin63 %——
Free cash flow$ 22,986——

EX-99 · Jul 23, 2026

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin63 %

Cash flow & capex

Free cash flow$ 22,986

Capital allocation

During the second quarter of 2026, the Company repurchased 404,866 common shares at an average price of $33.91 per share, for a total of $13.7 million, excluding commission.

During the second quarter of 2025, the Company did not have any repurchases of common shares.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

In its debut, The Odyssey achieved the biggest IMAX opening weekend of all time in like-for-like markets (1) and delivered the highest IMAX international market share in like-for-like markets of any major release in our history

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

During the second quarter of 2026, the Company repurchased 404,866 common shares at an average price of $33.91 per share, for a total of $13.7 million, excluding commission.

SEC original ↗Imax Corp — Earnings release (8-K exhibit)EX-99Jul 23, 2026

During the second quarter of 2025, the Company did not have any repurchases of common shares.

SEC original ↗Imax Corp — Earnings release (8-K exhibit)EX-99Jul 23, 2026

In June 2025, the Company s Board of Directors approved an extension of its share repurchase program through June 30, 2026 and an increase of approximately $100.0 million in the Company s share repurchase program.

SEC original ↗Imax Corp — Earnings release (8-K exhibit)EX-99Jul 23, 2026

As of June 30, 2026, the Company s total share repurchase authority was $500.0 million with approximately $237.0 million available under the program.

SEC original ↗Imax Corp — Earnings release (8-K exhibit)EX-99Jul 23, 2026

Total Adjusted EBITDA per Credit Facility attributable to common shareholders, excluding non-controlling interests, was $45.6 million and $72.4 million for the three and six months ended June 30, 2026, respectively (2025 - $36.7 million and $65.7 million, respectively).

SEC original ↗Imax Corp — Earnings release (8-K exhibit)EX-99Jul 23, 2026

The Company s Credit Facility covenant is calculated on a trailing twelve-month basis.

SEC original ↗Imax Corp — Earnings release (8-K exhibit)EX-99Jul 23, 2026

Strategy & priorities

We are very pleased with our strong results for the second quarter in which we handily beat consensus estimates across key financial metrics and look forward to building on our momentum to deliver global box office growth, network expansion worldwide, new opportunities for our brand and continued value for our shareholders.

SEC original ↗Imax Corp — Earnings release (8-K exhibit)EX-99Jul 23, 2026

Commercial network growth continued with the number of IMAX locations reaching 1,809 systems as of June 30, 2026 compared to 1,750 systems as of June 30, 2025 which includes 9% expansion of the IMAX rest of world footprint.

SEC original ↗Imax Corp — Earnings release (8-K exhibit)EX-99Jul 23, 2026

Risks & headwinds

com 6 Forward-Looking Statements This earnings release contains forward looking statements that are based on IMAX Corporation (the Company ) management s assumptions and existing information and involve certain risks and uncertainties which could affect our future results and cause those results or other outcomes to differ materially from future results expressed or implied by such forward looking statements.

SEC original ↗Imax Corp — Earnings release (8-K exhibit)EX-99Jul 23, 2026

These factors, other risks and uncertainties and financial details are discussed in the Company s most recent Annual Report on Form 10-K, as may be updated in filings the Company makes from time to time with the SEC, including the Company s Quarterly Reports on Form 10-Q.

SEC original ↗Imax Corp — Earnings release (8-K exhibit)EX-99Jul 23, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

T-Mobile US (TMUS) Communication ServicesSea Limited (SE) Communication ServicesRoblox (RBLX) Communication ServicesBaidu (BIDU) Communication ServicesAT&T (T) Communication ServicesSpotify Technology (SPOT) Communication ServicesComcast (CMCSA) Communication ServicesNetEase (NTES) Communication Services
Documents

Filings

65 documents

Earnings releases

8 documents

Presentations

0 documents

No presentations for Imax Corp are held in this edition of the library.

Transcripts

0 documents

No transcripts for Imax Corp are held in this edition of the library.

See also the earnings calendar for every tracked company’s next earnings date.