Jun 2026 (Q2 FY26) — Aug 11, 2026
National CineMedia Q2 FY26 — Captivate Acquisition and Strong Local Ad Growth
Read the full callNational CineMedia (NCMI) earnings
- Jul 2026
- Jun 2026 (Q2 FY26)
- Jan 2026
National CineMedia earnings: last reported Tue, 11 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 58.4 | +12.7% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | -21.9 | +1.3 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | -9.9 | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
$2.08 +0.97% · +$0.02
Performance −51.1% 1Y
1Y: $4.25 on 17 Oct 2025 → $2.08. High $4.45 (3 Nov 2025), low $2.06 (16 Oct 2026).
- Previous close
- $2.06
- 52-week range
- $2.06 – $4.45
- One year
- −51.85%
Overview
- Symbol
- NCMI
- Sector
- Communication Services
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
National CineMedia earnings calls (NCMI)
Financials
What the filings say
Net profit, year on year: +7% (quarter to jul 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 62 | 86 | 35 | 52 | 63 | 93 | 34 | 58 |
| Expenses | 70 | 66 | 59 | 64 | 65 | 69 | 61 | 71 |
| Operating profit | -7 | 20 | -24 | -12 | -2 | 24 | -27 | -13 |
| Operating margin | −12.0% | 23.2% | −68.5% | −23.2% | −2.8% | 25.6% | −79.1% | −21.9% |
| Other income | 4 | 5 | -7 | 1 | 3 | 5 | -2 | 3 |
| Profit before tax | -4 | 25 | -31 | -11 | 2 | 29 | -29 | -10 |
| Tax rate | 0.0% | 0.8% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Net profit | -4 | 25 | -31 | -11 | 2 | 29 | -29 | -10 |
| EPS ($ per share) | -0.04 | — | -0.32 | -0.11 | 0.02 | — | -0.31 | -0.11 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 3 | 3 | 3 |
| Reserves | -154 | -171 | -266 | -332 | -370 | 317 | 281 | 236 |
| Total liabilities | 1,231 | 1,251 | 1,155 | 1,201 | 1,256 | 133 | 157 | 115 |
| Fixed assets | 34 | 33 | 28 | 21 | 13 | 16 | 16 | 19 |
| Investments | — | — | — | — | — | 0 | 0 | — |
| Total assets | 1,142 | 1,130 | 886 | 817 | 792 | 568 | 569 | 491 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 150 | 144 | 55 | -95 | -47 | -7 | 60 | 8 |
| Cash from investing | — | — | — | — | — | 33 | -6 | -15 |
| Cash from financing | — | — | — | — | — | -52 | -14 | -33 |
| Net cash flow | 11 | 15 | 124 | -79 | -37 | -26 | 41 | -40 |
| Capital expenditure | -14 | -14 | -8 | -6 | -3 | -3 | -6 | -6 |
| Free cash flow | 136 | 130 | 47 | -101 | -50 | -10 | 55 | 3 |
Insider filings
45 filings between Nov 10, 2025 and Oct 1, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$2.15M
22 sales by 3 insiders
23% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 1
- Award — granted as compensation
- 22
- Option exercise — converted options into shares
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Lesinski Thomas F. | — | $1.42M | Oct 1, 2026 |
| Ng Ronnie Y. | — | $572.2K | Oct 1, 2026 |
| Woods Maria VG | — | $161.9K | Oct 1, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 1, 2026 | Lesinski Thomas F. Chief Executive Officer | Sale | 70,933 | $148.5K |
| Oct 1, 2026 | Ng Ronnie Y. Chief Financial Officer | Sale | 35,467 | $74.3K |
| Oct 1, 2026 | Woods Maria VG Chief Legal Officer | Sale | 12,189 | $25.5K |
| Sep 30, 2026 | Ng Ronnie Y. Chief Financial Officer | Option exercise | 51,666 | $0 |
| Sep 30, 2026 | Lesinski Thomas F. Chief Executive Officer | Option exercise | 103,333 | $0 |
| Sep 30, 2026 | Woods Maria VG Chief Legal Officer | Option exercise | 25,833 | $0 |
| Aug 14, 2026 | Glazek David Edward Director | Award 10b5-1 plan | 50,000 | $139.3K |
| Aug 3, 2026 | Lesinski Thomas F. Chief Executive Officer | Sale | 50,623 | $211.8K |
| Aug 3, 2026 | Ng Ronnie Y. Chief Financial Officer | Sale 10b5-1 plan | 1,000 | $4.0K |
| Jul 31, 2026 | Lesinski Thomas F. Chief Executive Officer | Option exercise | 74,560 | $0 |
| Jul 2, 2026 | Lesinski Thomas F. Chief Executive Officer | Sale | 70,168 | $264.7K |
| Jul 2, 2026 | Woods Maria VG Chief Legal Officer | Sale | 12,058 | $45.5K |
| Jul 2, 2026 | Ng Ronnie Y. Chief Financial Officer | Sale | 32,328 | $122.0K |
| Jun 30, 2026 | Ng Ronnie Y. Chief Financial Officer | Option exercise | 51,666 | $0 |
| Jun 30, 2026 | Woods Maria VG Chief Legal Officer | Option exercise | 25,833 | $0 |
| Jun 30, 2026 | Lesinski Thomas F. Chief Executive Officer | Option exercise | 103,333 | $0 |
| Jun 26, 2026 | Lesinski Thomas F. Chief Executive Officer | Sale 10b5-1 plan | 28,900 | $104.6K |
| Jun 25, 2026 | Lesinski Thomas F. Chief Executive Officer | Sale 10b5-1 plan | 46,100 | $163.7K |
| Jun 22, 2026 | Ng Ronnie Y. Chief Financial Officer | Sale 10b5-1 plan | 19,000 | $64.9K |
| May 4, 2026 | Lesinski Thomas F. Chief Executive Officer | Sale | 20,181 | $69.6K |
| May 4, 2026 | Woods Maria VG Chief Legal Officer | Sale | 5,509 | $19.0K |
| May 4, 2026 | Ng Ronnie Y. Chief Financial Officer | Sale | 12,925 | $44.5K |
| May 1, 2026 | Lesinski Thomas F. Chief Executive Officer | Option exercise | 29,709 | $0 |
| May 1, 2026 | Ng Ronnie Y. Chief Financial Officer | Option exercise | 20,649 | $0 |
| May 1, 2026 | Woods Maria VG Chief Legal Officer | Option exercise | 11,799 | $0 |
| Apr 1, 2026 | Woods Maria VG EVP - General Counsel | Sale | 12,066 | $36.7K |
| Apr 1, 2026 | Ng Ronnie Y. Chief Financial Officer | Sale | 32,350 | $98.3K |
| Apr 1, 2026 | Lesinski Thomas F. Chief Executive Officer | Sale | 64,699 | $196.7K |
| Mar 31, 2026 | Woods Maria VG EVP - General Counsel | Option exercise | 25,833 | $0 |
| Mar 31, 2026 | Lesinski Thomas F. Chief Executive Officer | Option exercise | 103,333 | $0 |
| Mar 31, 2026 | Ng Ronnie Y. Chief Financial Officer | Option exercise | 51,666 | $0 |
| Mar 3, 2026 | Lesinski Thomas F. Chief Executive Officer | Sale | 31,106 | $110.4K |
| Mar 2, 2026 | Lesinski Thomas F. Chief Executive Officer | Option exercise | 49,706 | $0 |
| Feb 27, 2026 | HILL JULIANA F Director | Option exercise | 18,210 | $0 |
| Feb 27, 2026 | Glazek David Edward Director | Option exercise | 18,210 | $0 |
| Feb 27, 2026 | Campbell Kotzman Kelly Director | Option exercise | 14,026 | $0 |
| Feb 27, 2026 | MARCHESE JOE Director | Option exercise | 18,210 | $0 |
| Feb 27, 2026 | Bell Nicholas Director | Option exercise | 18,210 | $0 |
| Dec 29, 2025 | Lesinski Thomas F. Chief Executive Officer | Sale | 37,847 | $147.2K |
| Dec 29, 2025 | Woods Maria VG EVP - General Counsel | Sale | 9,043 | $35.2K |
| Dec 29, 2025 | Ng Ronnie Y. Chief Financial Officer | Sale | 20,991 | $81.7K |
| Dec 26, 2025 | Woods Maria VG EVP - General Counsel | Option exercise | 19,375 | $0 |
| Dec 26, 2025 | Lesinski Thomas F. Chief Executive Officer | Option exercise | 77,500 | $0 |
| Dec 26, 2025 | Ng Ronnie Y. Chief Financial Officer | Option exercise | 38,750 | $0 |
| Nov 10, 2025 | Ng Ronnie Y. Chief Financial Officer | Sale 10b5-1 plan | 21,194 | $82.4K |
| Oct 3, 2025 | Sullivan Catherine President - Sales & Marketing | Sale 10b5-1 plan | 734 | $3.2K |
| Sep 30, 2025 | Woods Maria VG EVP - General Counsel | Sale | 9,039 | $40.2K |
| Sep 30, 2025 | Ng Ronnie Y. Chief Financial Officer | Option exercise | 38,750 | $0 |
| Sep 30, 2025 | Woods Maria VG EVP - General Counsel | Option exercise | 19,375 | $0 |
| Sep 30, 2025 | Sullivan Catherine President - Sales & Marketing | Sale | 1,835 | $8.2K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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