For the quarter ended December 2025, National CineMedia (NCMI) reported revenue of $93.2 million, up 8% over the same period last year. EPS came in at $0.28, compared to $0.26 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $91.33 million, representing a surprise of +2.04%. The company delivered an EPS surprise of +10.54%, with the consensus EPS estimate being $0.25.
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- National advertising revenue: $76 million compared to the $74.45 million average estimate based on two analysts. The reported number represents a change of +9.8% year over year.
- Revenue- ESA Party advertising revenue from beverage concessionaire agreements: $3.4 million versus the two-analyst average estimate of $3.6 million. The reported number represents a year-over-year change of -5.6%.
- Revenue- Total advertising revenue (excluding beverage): $89.8 million versus $88.2 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +8.6% change.
- Revenue- Local and regional advertising revenue: $13.8 million compared to the $13.7 million average estimate based on two analysts. The reported number represents a change of +2.2% year over year.
View all Key Company Metrics for National CineMedia here>>>
Shares of National CineMedia have returned -5.8% over the past month versus the Zacks S&P 500 composite's +0.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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National CineMedia, Inc. (NCMI): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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