National CineMedia (NCMI) Reports Q3 Earnings: What Key Metrics Have to Say

National CineMedia (NCMI) reported $63.4 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 1.6%. EPS of $0 for the same period compares to -$0.04 a year ago.

The reported revenue represents a surprise of -1.14% over the Zacks Consensus Estimate of $64.13 million. With the consensus EPS estimate being -$0.03, the EPS surprise was +100%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how National CineMedia performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenue- Local and regional advertising revenue: $9.6 million versus $11.85 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -15.8% change.
• Revenue- National advertising revenue: $49.9 million versus the two-analyst average estimate of $47.9 million. The reported number represents a year-over-year change of +6.6%.
• Revenue- ESA advertising revenue from beverage concessionaire agreements: $3.9 million compared to the $4.4 million average estimate based on two analysts. The reported number represents a change of -7.1% year over year.

View all Key Company Metrics for National CineMedia here>>>

Shares of National CineMedia have returned -7.2% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #5 (Strong Sell), indicating that it could underperform the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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