GLPI Earnings Prediction
The chart below shows how GLPI performed 10 days before and after its earnings report, based on data from the past quarters. Typically, GLPI sees a -0.09% change in stock price 10 days leading up to the earnings, and a +0.89% change 10 days following the report. On the earnings day itself, the stock moves by +0.05%. This data can give you a slight idea of what to expect for the next quarter's release.
GLPI Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
389.62M
5.58%
1.11%
Gross Margin
99.29%
-2.02%
10.77%
Operating Margin
79.11%
-1.12%
13.89%
Net Margin
57.39%
-2.51%
16.34%
EPS
0.79
1.28%
17.91%
No Data Available
GLPI Earnings Analysis
Gaming and Leisure Properties Inc Corporation (GLPI.O) Earnings Conference Call
Positive
Real Estate Income Surge: Total income from real estate exceeded Q4 2023 by over $20 million, driven by increases in cash rent from acquisitions and escalations.
Acquisition-Driven Cash Income Growth: Cash income increases from specific acquisitions: Tioga ($3.6 million), Rockford loan ($2.8 million), strategic acquisition ($2.3 million), Valley Chicagoland ($5 million), Valley’s Tropicana funding ($1 million), and Kansas City Shreveport ($1.4 million).
Rent Adjustments Impact: Percentage rent adjustments and escalations added approximately $6.2 million of cash income.
Operating Expenses Impact: Operating expenses increased by $7.7 million, primarily due to non-cash adjustments, but overall income growth was strong.
Positive Earnings Guidance: Full-year guidance for 2025 ranges from $3.83 to $3.88 per share, indicating positive expectations for the upcoming year.
Rent Coverage Ratios: Strong rent coverage ratios ranging from 1.79 to 2.55 on master leases, reflecting financial stability.
Gaming Real Estate Success: The company secured a meaningful share of all announced gaming real estate transactions, showcasing successful strategy execution.
Tenant Relationship Advantage: Tenant relationships are a competitive advantage, enabling the company to identify and act on overlooked opportunities.
Cash Flow Stability in Gaming: The strength and consistency of cash flow from the gaming real estate portfolio provide valuable data points, especially during volatility.
Negative
Operating Expenses Increase: Operating expenses increased by $7.7 million mainly due to non-cash adjustments in the provision for credit losses, indicating potential financial strain.
AFFO Guidance Challenges: The company’s 2025 AFFO guidance is slightly below consensus, suggesting challenges in meeting market expectations.
Development Funding Timing Impact: The timing of development funding is weighted towards the end of the year, which may delay cash flow and impact financial performance.
Interest Expense Uncertainty: Interest expense assumptions have multiple changes that will impact 2025, indicating uncertainty in future financial obligations.
Bond Redemption Impact: The company is redeeming an $850 million bond, which could affect liquidity and financial flexibility in the short term.
GLPI FAQs
How does GLPI typically perform around its earnings report dates?
Is Gaming and Leisure Properties Inc (GLPI) Q4 2024 Earnings Call Summary positive or negative?
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GLPI Earning Call Sentiment
Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) Q4 2024 Earnings Call Transcript
GLPI.O
0.75%Positive
The earnings call summary shows a mix of positive and negative elements. The financial performance is decent with a $20 million increase in real estate income, but AFFO guidance is slightly below consensus. The Q&A section reveals some uncertainty in project funding and interest income decline for 2025. Shareholder returns are positive with the bond redemption plan, but operating expenses have increased. Overall, the mixed signals suggest a neutral sentiment.
