AMC Entertainment

AMC Q1 2025 Earnings

Reported May 7, 2025 at 4:27 PM ET · SEC Source

Q1 25 EPS

$-0.47

BEAT +22.53%

Est. $-0.61

Q1 25 Revenue

$862.5M

BEAT +3.04%

Est. $837.0M

vs S&P Since Q1 25

-52.8%

TRAILING MARKET

AMC -23.0% vs S&P +29.8%

Market Reaction

Did AMC Beat Earnings? Q1 2025 Results

AMC Entertainment managed to clear a low bar in Q1 2025, posting an adjusted loss of $0.47 per share against a consensus estimate of $0.61, a beat of 22.53%, even as the company navigated what CEO Adam Aron described as the weakest domestic box offic… Read more AMC Entertainment managed to clear a low bar in Q1 2025, posting an adjusted loss of $0.47 per share against a consensus estimate of $0.61, a beat of 22.53%, even as the company navigated what CEO Adam Aron described as the weakest domestic box office since 1996. Revenue of $862.50 million topped the $837.05 million estimate by 3.04%, though it still fell 9.3% year-over-year as attendance dropped 10.1% to 41.9 million patrons, a consequence of a historically thin industry-wide film slate rather than any AMC-specific stumble. The silver lining was operational efficiency at the patron level, with U.S. Admissions revenue per patron hitting an all-time Q1 record of $12.31, partially cushioning the volume shortfall. Liquidity remains a pressing concern, with cash falling to $378.70 million and free cash flow deepening to negative $417.00 million. Still, Aron pointed emphatically toward a strengthening outlook, noting the April 2025 domestic box office ran at double the prior-year pace, with blockbusters including Superman and Avatar: Fire and Ash anchoring the remainder of the year.

Key Takeaways

  • All-time Q1 record for U.S. admissions revenue per patron at $12.31
  • Consolidated contribution margin per patron increased to $14.33 from $13.92
  • Weakest industry-wide domestic Q1 box office since 1996 (ex-COVID) drove revenue declines
  • Attendance declined 10.1% year-over-year to 41.9 million patrons
  • U.S. attendance fell 11.8% while International fell 7.1%
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AMC YoY Financials

Q1 2025 vs Q1 2024, source: SEC Filings

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AMC Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26
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AMC Revenue by Geography

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26

“Anyone trying to draw any conclusions about the success or appeal of movie theatres from the results of the first quarter of 2025 is likely to be mistaken, because the industrywide domestic box office in Q1 was in our view a distorting anomaly that has already corrected itself. We continue to believe that moviegoing demand for the balance of 2025 and all of 2026 will show great strength.”

— Adam Aron, Q1 2025 Earnings Press Release