Filing Flows › Imax (IMAX) › Guidance & outlook

Imax (IMAX) guidance and outlook

Imax (IMAX) gave its guidance on Nov 5, 2026: Net income (segment) $36.7M for the quarter ending Sep 30, 2026. Imax's 10-Q filed Nov 5, 2026 makes 28 forward-looking statements.

Guidance and outlook

Latest guidance

From the earnings release filed Nov 5, 2026 (8-K on EDGAR).

Forward-looking statements, 10-Q filed Nov 5, 2026

• All references to the Company’s website are intended to be inactive textual references only.
• The Company also expects to announce additional local language films and exclusive IMAX events and experiences to be released to its global network in 2026 and beyond.
• The Company partnered with MGM Studios in March 2026 and Universal Pictures in June 2026 to present exclusive Q&A livestreams in advance of screenings of Project Hail Mary and Disclosure Day , respectively, across select connected IMAX locations in North America.
• The installation of IMAX Systems in theaters or multiplexes, which make up a large portion of the Company’s system backlog, depends primarily on the timing of the construction of those projects, which is not under the Company’s control.
• The year-over-year increase in total global box office was primarily attributable to the box office performance of Christopher Nolan’s record breaking, global tentpole Filmed For IMAX release, The Odyssey , which became the Company’s highest grossing film of all time, along with significant contributions from Hollywood releases Project Hail Mary , Avatar: Fire and Ash and alternative content release Michael .
• Increases and decreased in stock-based compensation expense primarily reflects life-to-date adjustments for the Company’s performance stock unit grants which fluctuate based on the Company’s Adjusted EBITDA outlook until such time as the respective units vest.
• The Company continues to expense its investment in other projects, including in the development of new product offerings, data and software projects and improvements to its existing IMAX System and camera product suite.
• Management’s judgments regarding expected credit losses are based on the facts available to management at the time that the Condensed Consolidated Financial Statements are prepared and involve estimates about the future.
• Management evaluates the realizability of deferred tax assets on a quarterly basis by considering all available positive and negative evidence, including recent operating results, forecasts of future taxable income, and other relevant factors specific to our industry such as the success of new film releases.
• During the three months ended September 30, 2026, based on all available positive and negative evidence, having demonstrated sustained profitability which is objective and verifiable, and taking into account anticipated future earnings, the Company concluded that is more likely than not that certain of its Canadian federal and provincial deferred tax assets will be realized.
• The Company released the related valuation allowance, resulting in an income tax benefit in the period of $59.0 million, of which $36.7 million relates to deferred tax assets expected to be utilized in future years.
• The Company believes the CRA’s position to be without merit, and intends to vigorously defend the original filing position by submitting Notices of Objection and pursuing available appeal rights.

Imax's latest quarter

Questions

Did Imax raise or lower its guidance?

Imax (IMAX) gave its guidance on Nov 5, 2026: Net income (segment) $36.7M for the quarter ending Sep 30, 2026.

What does Imax expect?

All references to the Company’s website are intended to be inactive textual references only. The Company also expects to announce additional local language films and exclusive IMAX events and experiences to be released to its global network in 2026 and beyond. The Company partnered with MGM Studios in March 2026 and Universal Pictures in June 2026 to present exclusive Q&A livestreams in advance of screenings of Project Hail Mary and Disclosure Day , respectively, across select connected IMAX locations in North America.

Open the interactive view →

Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.