MCS Earnings
Tuesday, May 05 2026
Revenue Estimate
$148M
Current Price
$19.82
Our Position
neutralMarcus turns profitable as revenue stabilizes
structured data
est. revisions rising
(+2.6pp / 30d)
The return to profitability signals Marcus has stabilized operations post-pandemic, though the tax windfall masks that organic momentum remains slow. Revenue growing 3.1% is respectable for a theater operator in a secular headwind industry, but net earnings depend heavily on non-recurring benefits—remove those $11 million in one-time gains and the company is essentially breaking even operationally.
Watch: Watch Q1 2026 results to see if Marcus can sustain operating income without tax credits. Theater attendance trends and box office strength will determine whether 3% revenue growth can persist or if it was simply a recovery bounce.
Data Signal Summary
1 bullish
2 bearish
Insider selling cluster
Put/call 0.1 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
47.0
Est. Revisions (30d)
-1.2% 0up/1dn
Analyst Target (mean)
$24 $22–$25 +19%
Options P/C Ratio
0.08
Est. Dispersion
9% 3 analysts
Insider Cluster
strong sell
Fund Convergence
strong Renaissance, Citadel, Two Sigma
Recent Activity
insider trades
64 transactions
Sell
·
EVANS MICHAEL READE (Officer)
·37 shares
·$597
Sell
·
KISSINGER THOMAS F (General Counsel)
·25,000 shares
·$433,000
Buy
·
GERSHOWITZ DIANE MARCUS (Director and Beneficial Owner of more than 10% of a Class of Security)
·33,915 shares
·$571,129
Other
·
GERSHOWITZ DIANE MARCUS (Director and Beneficial Owner of more than 10% of a Class of Security)
·36,096 shares
Sell
·
MARCUS GREGORY S (Chief Executive Officer)
·33,915 shares
·$571,129
59 more
Award
·
PARIS CHAD M.
·25,760 shr
Award
·
EVANS MICHAEL READE
·21,580 shr
Award
·
GRAMZ MARK A
·16,400 shr
Award
·
KISSINGER THOMAS F
·31,990 shr
Award
·
MARCUS GREGORY S
·92,640 shr
Award
·
GEHL KATHERINE M
·4,174 shr
Award
·
RAMIREZ AUSTIN M.
·4,174 shr
Award
·
LEFF PAUL ADAM
·4,174 shr
Award
·
MARCUS DAVID JOHN
·4,174 shr
Award
·
GERSHOWITZ DIANE MARCUS
·4,174 shr
Award
·
MILSTEIN PHILIP LLOYD
·4,174 shr
Award
·
OLSON BRUCE J
·4,174 shr
Award
·
SELIG ALLAN H
·4,174 shr
Award
·
STARK BRIAN JAY
·4,174 shr
Award
·
HOEKSEMA TIMOTHY E
·4,174 shr
Award
·
MARCUS DAVID JOHN
·911 shr
Buy
·
GERSHOWITZ DIANE MARCUS
·5,846 shr
·$94,881
Other
·
GERSHOWITZ DIANE MARCUS
·8,000 shr
Sell
·
MARCUS GREGORY S
·5,846 shr
·$94,881
Award
·
LEFF PAUL ADAM
·1,134 shr
Sell
·
EVANS MICHAEL READE
·934 shr
·$16,012
Sell
·
GRAMZ MARK A
·5,138 shr
·$88,646
Award
·
GEHL KATHERINE M
·1,538 shr
·$24,992
Award
·
RAMIREZ AUSTIN M.
·1,538 shr
·$24,992
Award
·
GERSHOWITZ DIANE MARCUS
·1,538 shr
·$24,992
Award
·
MILSTEIN PHILIP LLOYD
·1,538 shr
·$24,992
Award
·
OLSON BRUCE J
·1,538 shr
·$24,992
Award
·
SELIG ALLAN H
·1,538 shr
·$24,992
Award
·
STARK BRIAN JAY
·1,538 shr
·$24,992
Award
·
HOEKSEMA TIMOTHY E
·1,538 shr
·$24,992
Buy
·
GERSHOWITZ DIANE MARCUS
·21,758 shr
·$384,681
Other
·
GERSHOWITZ DIANE MARCUS
·27,136 shr
Sell
·
MARCUS GREGORY S
·21,758 shr
·$384,681
Award
·
PARIS CHAD M.
·14,640 shr
Award
·
EVANS MICHAEL READE
·14,840 shr
Award
·
GRAMZ MARK A
·11,390 shr
Award
·
KISSINGER THOMAS F
·21,960 shr
Award
·
MARCUS GREGORY S
·62,440 shr
Award
·
GEHL KATHERINE M
·2,956 shr
Award
·
RAMIREZ AUSTIN M.
·2,956 shr
Award
·
GERSHOWITZ DIANE MARCUS
·2,956 shr
Award
·
MILSTEIN PHILIP LLOYD
·2,956 shr
Award
·
OLSON BRUCE J
·2,956 shr
Award
·
SELIG ALLAN H
·2,956 shr
Award
·
STARK BRIAN JAY
·2,956 shr
Award
·
HOEKSEMA TIMOTHY E
·2,956 shr
Sell
·
GERSHOWITZ DIANE MARCUS
·25,000 shr
·$556,960
Sell
·
KISSINGER THOMAS F
·8,000 shr
·$178,480
Exercise
·
KISSINGER THOMAS F
·20,000 shr
·$254,200
Award
·
GEHL KATHERINE M
·2,154 shr
·$24,986
Award
·
RAMIREZ AUSTIN M.
·2,154 shr
·$24,986
Award
·
GERSHOWITZ DIANE MARCUS
·2,154 shr
·$24,986
Award
·
MILSTEIN PHILIP LLOYD
·2,154 shr
·$24,986
Award
·
OLSON BRUCE J
·2,154 shr
·$24,986
Award
·
SELIG ALLAN H
·2,154 shr
·$24,986
Award
·
STARK BRIAN JAY
·2,154 shr
·$24,986
Award
·
HOEKSEMA TIMOTHY E
·2,154 shr
·$24,986
Exercise
·
KISSINGER THOMAS F
·42,450 shr
·$678,776
Sell
·
EVANS MICHAEL READE
·7,671 shr
·$146,087
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