CNK Cinemark Holdings Inc

Ape nerds getting excited for $CNK why didnt you buy it when I told you too instead of losing your ports on $AMC 🤣

$CNK - interesting to see a movie theater stock on the new 52-week relative strength list.

$CNK delivered record Q3 '26 revenue of $1.1B and adjusted EBITDA of $268M, with EBITDA margin expanding 460 bps YoY. LATAM attendance rose 25%; US concession spending per patron grew 5.5% YTD. Premium formats contributed 18% of box office (+50% YoY). No formal financial guidance issued. Catalysts in play - 2027 film releases expected to exceed pre-pandemic volume. - Theatrical windows at least 45 days, often 60+. - Premium seats: motion formats at 7% of admissions. - Amazon targeting ~15 theatrical releases yearly; Netflix 6 through Nov '27. - Net leverage below 2x allows investment or capital returns. - Concession per-cap growth expected in mid-single digits. Risks to watch - US market share declined on film mix and capacity limits. - Q4 share expected closer to Q3 than Q2. - LATAM's 2027 slate could be lighter than 2026. - Wage, food input and Texas electricity costs remain elevated. - Q4 ticket-price growth may slow on tough 3D comparisons. - CapEx may exceed $250M for premium-format expansion

$CNK Cinemark Q3 2026 Earnings: ✅ Exceptional quarter: highest Q3 revenue & Adj EBITDA in company history. • Revenue +23.5% to $1,059M • Adj. EBITDA +50.7% to $267.6M (25.3% margin; +460 bps YoY) • Net income $122.8M ($1.04 diluted EPS) vs $49.5M prior year (+148%) • Record Q3 admissions & concession revenue. Attendance 63.7M patrons • All-time high premium large format box office (XD, IMAX, ScreenX) +50% YoY. Motion seat revenue +62% YoY • Generated $136M cash from ops with $66M free cash flow. Ended with $556M cash ➡️ NOTE: I like the sector, I follow box office closely, I own multiple tickers in the sector, including CNK (up 85% last 11 months) ➡️ Join us on Youtube this morning for the earnings call Live at 7:30 AM CST.

$CNK reported earnings this morning before the open and beat EPS estimates: $1.04 GAAP EPS vs $0.984 expected, according to Stock Meadow.

$CNK Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $1.04 up 160.00% YoY • Reported revenue of $1.06B up 23.51% YoY • Cinemark reported year-to-date capital expenditures of $170M and expects approximately $250M for full-year 2026 to maintain and enhance its circuit; change versus prior guidance not stated.

$CNK I used Stock Meadow’s scoring model with the Balanced style to rank communication services companies. CNK ranks number 11 in today’s results.