BALY
Bally's Corporation17.08
+0.94+5.82%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
839.69MP/E (TTM)
-Basic EPS (TTM)
-17.84Dividend Yield
0%Recent Filings
8-K
10-Q
Q3 FY2025 results
Bally's revenue climbed 5% y/y to $663.7M in Q3 ended September 30, 2025 (Successor), with Casinos & Resorts up 12% to $396.1M on Queen's $58.6M contribution despite weather and competition in Shreveport, Evansville, Dover—yet margins held. Operating income swung to $0.99M from -$157.7M loss (no repeat of prior $150M sale-leaseback), but net loss widened to $106.2M on $105.9M interest and $42.6M other non-op (fx losses). Cash dipped to $160.7M amid $50.7M capex; debt at $3.74B with $393M revolver draw. Merger closed Feb 2025 for $555.8M (stock), adding Queen leases/goodwill. Bally's Chicago non-controlling issuance raised $18.4M. Competition pressures regional casinos.
8-K
Bally's Q3 revenue rises 5.4%
Bally's Corporation posted third-quarter revenue of $663.7 million, up 5.4% year over year, fueled by a 12.1% surge in Casinos & Resorts to $396.1 million after the February Queen merger. The recent Intralot acquisition of its International Interactive unit for €2.7 billion handed Bally's a 58% stake, enabling $1.3 billion debt reduction while forging a global iGaming powerhouse eyeing €1.1 billion annual revenue. Cost programs target $15 million yearly savings. Bally's pushes ahead with Chicago and Bronx casino bids.
8-K
Contribution agreement extended
Bally's Corporation amended its Contribution Agreement with GLP Capital, extending the date when GLP can require the contribution of Twin River Lincoln Casino & Hotel from October 1, 2026, to October 1, 2028, while keeping the $735.0 million consideration intact. This three-year delay provides Bally's with extended operational control over the key Rhode Island property. The move hinges on securing governmental approvals. No other terms changed.
8-K
Exec options granted, EVP departs
Bally's granted CEO Robeson Reeves 1,881,000 option rights and President George Papanier 1,254,000 incentive stock options on October 7, 2025, both at $18.25 strike; half vest on service, half on performance through 2029. Papanier's employment extended to December 31, 2028 effective November 1. EVPs quit. Retention locked in amid churn.
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