National CineMedia, Inc.

NasdaqGS:NCMI 株式レポート

時価総額：US$372.3m

National CineMedia マネジメント

マネジメント 基準チェック /34

National CineMediaの CEO はTom Lesinskiで、 Aug2019年に任命され、 の在任期間は 6.92年です。 の年間総報酬は$ 2.65Mで、 36.2%給与と63.8%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.56%を直接所有しており、その価値は$ 2.09M 。経営陣と取締役会の平均在任期間はそれぞれ5.9年と2.9年です。

主要情報

Tom Lesinski

最高経営責任者

US$2.7m

報酬総額

CEO給与比率36.21%
CEO在任期間6.9yrs
CEOの所有権0.6%
経営陣の平均在職期間5.9yrs
取締役会の平均在任期間2.9yrs

経営陣の近況

Recent updates

Seeking Alpha • Jun 24

National Cinemedia: Signs Of Improvement Do Not Negate Long-Term Headwinds

Summary National CineMedia, Inc. has not done well with the stock going down for a long time, but recent signs suggest it may soon start to do better. Long NCMI has a number of things in its favor, which includes relatively low valuations and seasonality turning in its favor. While short-term prospects are better, there is reason to doubt how NCMI will fare long term with growth prospects weighed down by structural issues. NCMI may do better short term, but there is reason to doubt growth can be sustained long term, which is why I am neutral on NCMI with a hold rating. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 22

NCMI: Expanded Lobby And On-Screen Campaigns Will Drive Future Upside

Analysts have trimmed their price target on National CineMedia by $0.50, citing updated views reflected in recent research, while key model inputs such as fair value, discount rate, revenue growth, profit margin and future P/E remain effectively unchanged. What's in the News Kidneys for Communities and National CineMedia entered into a partnership that uses on-screen storytelling and QR codes in major theater chains to encourage living kidney donation, with National CineMedia donating advertising inventory and production costs.
ナラティブの更新 • Jun 05

NCMI: Expanded Lobby Media Footprint Will Support Future Upside

Analysts have lowered their price target on National CineMedia by $0.13 to $5.25, citing updated views on revenue growth, profit margins, and the stock's future P/E multiple. What's in the News Kidneys for Communities and National CineMedia announced a partnership to run in-theater campaigns that promote living kidney donation, with NCM donating advertising inventory and production costs and using QR codes to direct viewers to donor registration platforms.
ナラティブの更新 • May 08

NCMI: Expanded Lobby Media Rollout And Buybacks Will Support Future Upside

Analysts have maintained their $5.38 price target for National CineMedia, citing updated modeling inputs around discount rates, revenue growth, profit margins, and future P/E assumptions rather than any change in their overall valuation view. What's in the News National CineMedia and Creative Realities agreed to expand and modernize AMC Theatres’ in lobby media footprint across 285 locations, adding multiple 75 inch digital screens per site and creating a broader platform for in theater advertising and branded content, with rollout targeted for completion by the end of 2026 (company announcement).
ナラティブの更新 • Apr 24

NCMI: Expanded Theater Media Footprint And Buybacks Will Support Future Upside

Analysts have held National CineMedia's price target steady at $5.38, reflecting updated assumptions around slightly different revenue growth, profit margins, and a future P/E of about 27x, without a change to their overall valuation view. What's in the News National CineMedia and Creative Realities agreed to expand and modernize AMC Theatres’ in-lobby media across 285 locations, adding multiple 75 inch digital screens per site and creating more touchpoints for advertisers throughout the theater.
ナラティブの更新 • Apr 10

NCMI: Guided Profitability And Share Repurchases Will Support Future Upside

Analysts have trimmed their price target on National CineMedia by $0.13 to reflect slightly softer assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts view the trimmed price target as a refinement of assumptions rather than a shift in the overall thesis, with valuation still supported by existing revenue and margin expectations.
ナラティブの更新 • Mar 27

NCMI: Guided Profitability And Share Repurchases Will Support Future Upside

Analysts have reduced their average price target on National CineMedia by about $1 to $6, citing weaker than expected theater attendance, which could result in Q4 revenue coming in modestly below prior expectations while still remaining within the guided profitability range. Analyst Commentary Bullish Takeaways Bullish analysts still see the current price target of about $6 as consistent with the company remaining within its guided profitability range, even with softer Q4 revenue expectations.
ナラティブの更新 • Mar 12

NCMI: Resilient Profitability And Cost Discipline Will Support Future Upside

Analysts have reduced their price targets on National CineMedia to around $6, down about $1. They cited softer than expected theater attendance and slightly weaker projected revenue, while still expecting profitability to remain within prior guidance ranges.
ナラティブの更新 • Feb 24

NCMI: Data Partnership And Cost Discipline Will Support Future Upside

Analysts have reduced their consolidated price target on National CineMedia by $1 to reflect recent target cuts from $7 to $6. They cited softer-than-expected theater attendance and the potential for Q4 revenue to come in modestly below prior expectations, while still remaining within guidance on profitability.
ナラティブの更新 • Feb 10

NCMI: Data Partnership And Profitability Discipline Will Support Future Upside

Narrative Update on National CineMedia Analysts have trimmed their price targets on National CineMedia, with the modeled fair value edging from US$5.75 to US$5.50 as they factor in expectations for softer Q4 attendance, slightly weaker revenue within guidance, and a lower assumed future P/E multiple. Analyst Commentary Recent research updates on National CineMedia reflect a more cautious tone, with price targets eased lower as analysts recalibrate their assumptions for Q4 attendance, revenue, and the appropriate P/E multiple.
新しいナラティブ • Feb 06

Programmatic Pressure And Soft Local Advertising Will Challenge Cinema Ads Yet Leave Upside Potential

Catalysts About National CineMedia National CineMedia sells cinema advertising across a large U.S. theater network, connecting brands with moviegoing audiences. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Jan 27

NCMI: Profitability Resilience And Data Partnership Will Support Future Upside

Analysts have trimmed their price target on National CineMedia by $0.25 to $5.75, citing slightly softer revenue expectations tied to weaker theater attendance. They still see profitability tracking within prior guidance.
新しいナラティブ • Jan 23

Programmatic Expansion And Premium Cinema Formats Will Transform Long Term Advertising Potential

Catalysts About National CineMedia National CineMedia sells cinema advertising across a large theater network, connecting brands with moviegoers before and around feature films. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Jan 12

NCMI: Profitability Discipline And Data Partnership Will Support Future Upside

Narrative Update on National CineMedia Analysts have reduced their 12 month price target on National CineMedia to $6.00 from $7.00, citing expectations for Q4 revenue to come in modestly below earlier views while remaining within the guided profitability range. Analyst Commentary Recent commentary points to a mixed setup for National CineMedia, with optimism around profitability discipline and caution around near term revenue pressure tied to attendance trends.
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新しいナラティブ • Sep 24

Risky Reliance On Blockbusters And Franchise Titles Threatens Sustainable Growth

Reliance on blockbuster hits for box office success is risky as audience preferences change and streaming competition rises.
Seeking Alpha • Jun 11

National CineMedia: 2024 Looks Like A Write-Off

Summary National CineMedia emerged from bankruptcy in 2023 with a clean balance sheet but weak business fundamentals. The company's guidance for Q2/2024 suggests 2024 will be a major down year compared to 2023 for NCMI's ad business. The main issue is a weak film slate, which is outside of NCMI's control. Investors looking for an industry rebound in 2025 may find better value in beaten-down theater chains. Read the full article on Seeking Alpha
Seeking Alpha • Feb 15

National CineMedia: Starting With A Clean Slate

Summary As expected, National CineMedia filed for Chapter 11 bankruptcy and restructured debts. Post restructuring, NCMI looks to be on much sounder footing, as the company's adj. OIBDA was positive with no debt. However, at 9.1x EV/EBITDA, I believe NCMI is currently properly valued relative to its theater chain peers. Read the full article on Seeking Alpha
Seeking Alpha • Sep 23

National CineMedia creditors tap banker to examine options for debt - Bloomberg

A lender group of in-theater advertising name National CineMedia (NASDAQ:NCMI) has hired Centerview Partners to explore options, Bloomberg reports, amid an environment of movie-theater uncertainty and some approaching debt maturities. NCMI reported some bounceback revenues of $67M in the second quarter vs. an easy COVID-19 pandemic comparison. But it has about $73M in cash and equivalents against more than $900M in long-term debt at last report - and the domestic box office is in the midst of a lengthy lull in new offerings. The company has revolving credit due in June, and Standard & Poor's estimates that debt will be about 14 times earnings this year. Meanwhile, Bloomberg notes NCMI's first-lien term loan due 2025 is quoting around 73 cents on the dollar, down from 81 cents as of Aug. 8.
Seeking Alpha • Aug 25

National CineMedia engages iSpot to enhance ad reporting

In-theater advertising company National CineMedia (NASDAQ:NCMI) is tapping TV measurement company iSpot to enhance its value to advertisers through better reach reporting. Bringing in iSpot's currency grade ad catalog and verification, National CineMedia can report on incremental reach that advertising brings brand and studio customers in addition to linear TV. NCM will also offer more comprehensive reach, frequency, attribution, and tune-in reporting for client campaigns thanks to iSpot's integration through Neustar identity resolution. “NCM’s integration with iSpot further delivers on our mission to provide our partners the ability to plan and buy premium inventory in a unified manner across all screens, including the coveted big screen," NCM's Manu Singh said.
分析記事 • Aug 12

National CineMedia (NASDAQ:NCMI) Is Reducing Its Dividend To $0.03

National CineMedia, Inc. ( NASDAQ:NCMI ) has announced that on 6th of September, it will be paying a dividend of$0.03...
Seeking Alpha • Aug 07

National CineMedia Q2 2022 Earnings Preview

National CineMedia (NASDAQ:NCMI) is scheduled to announce Q2 earnings results on Monday, August 8th, after market close. The consensus EPS Estimate is -$0.07 and the consensus Revenue Estimate is $65M (+364.3% Y/Y). Over the last 2 years, NCMI has beaten EPS estimates 25% of the time and has beaten revenue estimates 63% of the time. Over the last 3 months, EPS estimates have seen 0 upward revisions and 2 downward. Revenue estimates have seen 1 upward revision and 3 downward.
Seeking Alpha • Jun 06

National CineMedia: A Dividend Trap In A Recovering Industry

NCMI was hit just as hard as theaters during covid, as theaters open, it should return to profitability eventually. Pre covid, this was a decent business with flat revenue but high debt plus dividend heavy policy added risk. Share prices currently offer an almost 10% dividend yield, but this is a classic dividend trap in my view.
分析記事 • May 13

National CineMedia (NASDAQ:NCMI) Will Pay A Smaller Dividend Than Last Year

National CineMedia, Inc.'s ( NASDAQ:NCMI ) dividend is being reduced to US$0.03 on the 7th of June. The dividend yield...

CEO報酬分析

National CineMedia の収益と比較して、Tom Lesinski の報酬はどのように変化したか？
日付総報酬給与会社業績
Apr 02 2026n/an/a

-US$8m

Jan 01 2026US$3mUS$961k

-US$11m

Sep 25 2025n/an/a

-US$15m

Jun 26 2025n/an/a

-US$20m

Mar 27 2025n/an/a

-US$18m

Dec 26 2024US$10mUS$925k

-US$22m

Sep 26 2024n/an/a

-US$23m

Jun 27 2024n/an/a

US$162m

Mar 28 2024n/an/a

US$716m

Dec 28 2023US$5mUS$925k

US$705m

Sep 28 2023n/an/a

US$688m

Jun 29 2023n/an/a

US$497m

Mar 30 2023n/an/a

-US$49m

Dec 29 2022US$3mUS$844k

-US$29m

Sep 29 2022n/an/a

-US$26m

Jun 30 2022n/an/a

-US$32m

Mar 31 2022n/an/a

-US$54m

Dec 30 2021US$3mUS$760k

-US$49m

Sep 30 2021n/an/a

-US$92m

Jul 01 2021n/an/a

-US$90m

Apr 01 2021n/an/a

-US$81m

Dec 31 2020US$2mUS$643k

-US$65m

Sep 24 2020n/an/a

-US$11m

Jun 25 2020n/an/a

US$11m

Mar 26 2020n/an/a

US$34m

Dec 26 2019US$3mUS$303k

US$36m

報酬と市場: Tomの 総報酬 ($USD 2.65M ) は、 US市場 ($USD 2.47M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Tomの報酬は、過去 1 年間の会社の業績と一致しています。

CEO

Tom Lesinski (66 yo)

6.9yrs
在職期間
US$2,652,898
報酬

Mr. Thomas F. Lesinski, also known as Tom, serves as the Chief Executive Officer at National CineMedia, Inc. and National CineMedia, LLC since August 2, 2019. He served as Interim Principal Financial Offic...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Thomas Lesinski
CEO & Director6.9yrsUS$2.65m0.56%
$ 2.1m
Ronnie Ng
Chief Financial Officer4.8yrsUS$1.67m0.22%
$ 814.2k
Maria Woods
Chief Legal Officer & Secretary4.8yrsUS$1.08m0.17%
$ 647.7k
Adam Johnson
Senior Vice President of Operations & EISno dataデータなしデータなし
Brad Filbey
Senior Vice President of Western Region11.3yrsデータなしデータなし
Park Chan
Senior Vice President of Financeno dataデータなしデータなし
5.9yrs
平均在職期間
57yo
平均年齢

経験豊富な経営陣: NCMIの経営陣は経験豊富で経験豊富です（平均在職期間は5.9年）。

取締役

名称ポジション在職期間報酬所有権
Thomas Lesinski
CEO & Director11.6yrsUS$2.65m0.56%
$ 2.1m
Juliana Hill
Independent Director5.9yrsUS$238.27k0.062%
$ 232.5k
Simon Mullaly
Independent Directorless than a yearデータなしデータなし
Joseph Marchese
Independent Director2.9yrsUS$216.33k0.076%
$ 281.4k
David Glazek
Independent Chairman6.7yrsUS$303.64k0.066%
$ 245.0k
Kotzman Campbell
Independent Director1.2yrsUS$191.26k0.015%
$ 55.7k
Nicholas Bell
Independent Director2.9yrsUS$223.27k0.074%
$ 274.7k
Mark Sadie
Independent Directorno dataデータなしデータなし
2.9yrs
平均在職期間
52yo
平均年齢

経験豊富なボード: NCMIの 取締役会 は 経験豊富 ではない ( 2.9年の平均在任期間) ため、新しい取締役会が必要であると考えられます。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/06 18:55
終値2026/07/02 00:00
収益2026/04/02
年間収益2026/01/01

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

National CineMedia, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13

アナリスト機関
Anthony DiClementeBarclays
Patrick ShollBarrington Research Associates, Inc.
Michael HickeyBenchmark Company