Gaming and Leisure Properties misses analyst expectations in Q1

Published 24/04/2025, 21:54
Gaming and Leisure Properties misses analyst expectations in Q1

WYOMISSING, Pa. - Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) reported first quarter results, with earnings and revenue falling short of expectations.

The real estate investment trust focused on casino properties posted adjusted funds from operations (AFFO) of $0.96 per share for Q1 2025, compared to $0.92 per share in the same quarter last year. However, this fell short of the analyst consensus estimate of $0.73 per share.

Revenue for the quarter rose 5.1% YoY to $395.2 million, shy of the $396.27 million analysts were expecting.

"Our record first quarter revenue, AFFO and Adjusted EBITDA highlight our long-term focus on aligning with the industry’s top regional gaming operators, expanding and diversifying our portfolio of gaming assets, and supporting tenants with creative, comprehensive financing solutions," said Peter Carlino, Chairman and CEO of Gaming and Leisure Properties.

The company’s total revenue growth was driven by recent acquisitions and financing arrangements, as well as contractual rent escalators from its tenant leases. Adjusted EBITDA increased 8% YoY to $360.1 million.

Gaming and Leisure Properties reaffirmed its full-year 2025 AFFO guidance range of $3.84 to $3.87 per share.

The company’s portfolio consisted of interests in 68 gaming and related facilities across 20 states as of March 31, 2025. During the quarter, GLPI extended lease terms with Boyd Gaming (NYSE:BYD) and agreed to potentially fund improvements at a PENN Entertainment property.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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