Compared to Estimates, Imax (IMAX) Q3 Earnings: A Look at Key Metrics

Core Insights - Imax reported revenue of $106.65 million for the quarter ended September 2025, a year-over-year increase of 16.6%, with an EPS of $0.47 compared to $0.35 a year ago, exceeding Zacks Consensus Estimates [1] - The company achieved a revenue surprise of +3.16% and an EPS surprise of +23.68% compared to analyst expectations [1] Financial Performance Metrics - Total Commercial Multiplex Systems at period end were 1,759, slightly below the estimated 1,763 [4] - Total IMAX System installations were 38, compared to the estimated 39 [4] - International Total Commercial Multiplex Systems were 1,335, below the estimated 1,341 [4] - Domestic Total (United States & Canada) Commercial Multiplex Systems were 424, slightly above the estimated 420 [4] Revenue Breakdown - Revenues from all other sources were $1.4 million, significantly below the average estimate of $2.2 million, representing a year-over-year decline of -58.2% [4] - Technology Products and Services revenue was $60.42 million, exceeding the average estimate of $59.66 million, with a year-over-year increase of +4.2% [4] - Content Solutions revenue was $44.83 million, surpassing the estimated $41.53 million, reflecting a year-over-year increase of +48.8% [4] - Technology Products and Services Revenue from Maintenance was $15.78 million, slightly below the average estimate of $15.97 million, with a year-over-year increase of +2.2% [4] - Technology Products and Services Revenue from Finance Income was $2.93 million, above the average estimate of $2.52 million, with a year-over-year increase of +37.3% [4] - Technology Products and Services Revenue from System Rentals was $23.05 million, exceeding the average estimate of $22.85 million, with a year-over-year increase of +43.8% [4] - Content Solutions Revenue from Other Content Solutions was $2.92 million, above the estimated $2.45 million, but reflecting a year-over-year decline of -15.2% [4] - Content Solutions Revenue from Film Remastering and Distribution was $41.91 million, surpassing the average estimate of $41.26 million, with a year-over-year increase of +57.1% [4] Stock Performance - Imax shares returned -0.7% over the past month, while the Zacks S&P 500 composite increased by +0.2% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]