Imax Q3 Earnings A Beat On Record Global Box Office With ‘Demon Slayer: Infinity Castle’, ‘F1’
Imax global box office grosses jumped by nearly 50% in the September quarter from the year before to $368 million driven by a mix of Hollywood and local language films and alternative events. Highlights included Demon Slayer: Infinity Castle and a return to theaters of the circuit’s highest grossing Hollywood release of 2025, F1: The Movie.
Revenue rose 10% to $106.7 million and profit surged 67% to $22.6 million for the quarter, ahead of Wall Street forecasts. Shares are up nearly 3% in early trading.
Imax delivered 4.2% of the global box office, an increase of 49% year-over-year. Over 20 local language titles featured breakout anime hit Demon Slayer: Infinity Castle – Imax’s highest grossing title in Japan and highest grossing domestic foreign language film.
The company filmed for Imax releases including Superman, Dongji Rescue and Fantastic Four: First Steps, as well as F1.
Alternative content ranged from The Grateful Dead Movie, David Gilmour Concert and Prince Sign O’ the Times) to Hollywood re-releases of Jaws, Apollo 13 and Black Swan and live-streamed events Dead & Company and Spinal Tap II.
“IMAX has never been better positioned creatively, commercially, or strategically. As successful as we’ve been in 2025, we continue to believe the best is yet to come, with no less than four massive tentpoles expected in 2026 – The Odyssey, Narnia, Dune Part Three and The Mandalorian and Grogu — for which IMAX is a central component of the filmmaking, marketing, and distribution.”
Warner Bros. hit horror film Sinners will be back on the giant screens soon for a Halloween weekend reprise.
Box office flows to what Imax calls “content solutions” which saw revenue of $44.8 million, up 49% year-over-year. Technology Products and Services, reflecting sales of new Imax systems, rose 4% to $60.4 million.
Gelfond is hosting a call with analysts at 8:30 ET.
