National CineMedia (NCMI) Reports Q4 Earnings: What Key Metrics Have to Say

Core Insights - National CineMedia (NCMI) reported a revenue of $93.2 million for the quarter ended December 2025, reflecting an 8% increase year-over-year and surpassing the Zacks Consensus Estimate of $91.33 million by 2.04% [1] - The company's earnings per share (EPS) was $0.28, up from $0.26 in the same quarter last year, and exceeded the consensus EPS estimate of $0.25 by 10.54% [1] Revenue Breakdown - National advertising revenue reached $76 million, exceeding the average estimate of $74.45 million by analysts, marking a year-over-year increase of 9.8% [4] - ESA Party advertising revenue from beverage concessionaire agreements was reported at $3.4 million, slightly below the average estimate of $3.6 million, representing a decline of 5.6% year-over-year [4] - Total advertising revenue (excluding beverage) was $89.8 million, surpassing the estimated $88.2 million, with an 8.6% increase compared to the previous year [4] - Local and regional advertising revenue amounted to $13.8 million, slightly above the average estimate of $13.7 million, indicating a year-over-year growth of 2.2% [4] Stock Performance - Over the past month, shares of National CineMedia have returned -5.8%, contrasting with the Zacks S&P 500 composite's increase of 0.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]