Strong box office momentum from Christopher Nolan’s The Odyssey and other major releases has lifted IMAX’s Q3 2026 expectations, with global IMAX revenue already reaching record summer levels of $728 million. Analysts have revised revenue estimates upward to the $134–163 million range and EPS to $0.64–0.93, reflecting 40–50% year-over-year growth and improved margins. The company’s recent track record—beating consensus in seven of the past eight quarters, including a 48% EPS surprise in Q2—underpins the 93.5% market-implied probability of another beat ahead of the November 5 release. Still, shortfalls in final-quarter box office or margin compression from higher content or operating costs could narrow the outcome despite the current consensus.