January 29, 2026
Finance

AMC Entertainment Advances Debt Refinancing Plans Amid Mixed Financial Results

Company secures lender support to ease debt terms while Q4 and full-year forecasts reveal ongoing losses and revenue pressures

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Summary

AMC Entertainment Holdings Inc. has agreed with certain noteholders on refinancing flexibility for its existing debt, aiming to improve liquidity and reduce capital costs. Preliminary financial estimates for the fourth quarter and full year show revenue near prior-year levels with continued net losses, though adjusted EBITDA demonstrates some operational strength. AMC shares remain under pressure, trading near yearly lows, as the company navigates a challenging financial environment.

Key Points

AMC secured an agreement with holders of its senior secured notes to gain refinancing flexibility, aiming to extend debt maturities and reduce interest costs.
Preliminary Q4 revenue is forecasted at $1.29 billion, slightly below last year and analyst estimates, with an expected net loss of $127.4 million.
Full-year 2025 revenue is projected to increase modestly to $4.85 billion, while net losses are expected to widen to $632.4 million, alongside improved adjusted EBITDA.
AMC shares are trading near 52-week lows, with technical indicators suggesting a predominantly bearish trend but some emerging bullish momentum.

AMC Entertainment Holdings Inc. (NYSE: AMC) has recently disclosed progress on its efforts to restructure and refinance its debt obligations by reaching accord with select holders of its senior secured notes. This agreement is designed to provide AMC with increased flexibility to refinance its existing term loan and high-interest Odeon Senior Secured Notes due in 2027. The anticipated result of such refinancing efforts is an extension of the maturity dates on its debt instruments and a corresponding reduction in interest expenses.

Adam Aron, AMC's chairman and CEO, indicated that this development enhances the firm's ability to optimize its capital structure. He emphasized that the deal intends to lower the company's overall cost of capital, bolster liquidity, and address looming debt maturities. Aron stated, “We remain resolute in our ongoing pursuit of strengthening our balance sheet and this collaborative agreement with our supportive noteholders is yet another step to ensure that AMC is best positioned to capitalize on the industry’s anticipated recovery trajectory.”

In conjunction with the debt agreement announcement, AMC disclosed preliminary and unaudited financial figures for the fourth quarter and fiscal year ending December 31. For Q4, AMC anticipates total revenues of approximately $1.29 billion, slightly below the $1.31 billion recorded in the comparable quarter of the previous year. These figures also fall short of analyst projections, which estimated revenues around $1.38 billion.

Regarding profitability, the company expects a net loss of about $127.4 million for the quarter. While this loss remains significant, it represents a modest improvement compared to a net loss of $135.6 million during the same period a year earlier. Adjusted EBITDA, a key metric of operational profitability, is projected at approximately $134.1 million for Q4, which is down from $164.8 million recorded in the prior-year quarter.

AMC further reported that, as of December 31, cash and cash equivalents stood at $428.5 million, not including $48.8 million classified as restricted cash. For the full fiscal year 2025, the company projects total revenue of around $4.85 billion, a rise from $4.64 billion in 2024. However, the net loss for the year is expected to widen to approximately $632.4 million, compared with a net loss of $352.6 million in the preceding year. Full-year adjusted EBITDA for 2025 is forecasted to be about $387.5 million, increasing from $343.9 million the year before.

AMC attributed its 2025 performance partly to a moderate year-over-year improvement in the global box office environment. The company also noted that its revenue and adjusted EBITDA growth outpaced the broader industry trends during the period. Investors and analysts await a detailed financial report, which AMC has scheduled to release after market close on February 24, accompanied by a webcast presentation.

In the market, AMC shares have exhibited considerable weakness. Recent technical indicators show the stock trading approximately 9.3% below its 20-day simple moving average (SMA) and almost 38.9% below its 100-day SMA, signaling a bearish trend over short and medium terms. Shares have declined by more than 55% over the past twelve months, positioning the stock closer to its 52-week lows than its highs.

The Relative Strength Index (RSI) currently sits at 33.63, hovering near an oversold threshold but still within neutral territory. The Moving Average Convergence Divergence (MACD) indicator reads above its signal line, which may imply emerging bullish momentum amid prevailing negative market sentiment. This mixed technical outlook suggests that while some investor interest might be returning, substantial challenges remain.

At the time of writing, AMC's stock price was approximately $1.42 per share, showing a slight decline of 0.7% and hovering near its annual lows around $1.41. The company’s ongoing financial pressures and debt restructuring efforts are likely significant factors influencing this performance.

Risks
  • Continued net losses indicate ongoing profitability challenges despite revenue improvements.
  • Share price remains substantially below key moving averages, reflecting market skepticism about the company’s near-term performance.
  • Uncertainty surrounds the ultimate success of AMC's refinancing efforts and their impact on liquidity and capital costs.
  • The company’s financial guidance is preliminary and unaudited, introducing potential variance in final reported results.
Disclosure
Education only / not financial advice
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