Earning Analysis
Welcome to our in-depth analysis of Gaming and Leisure Properties Inc(GLPI) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Gaming and Leisure Properties Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q3 | 2025-10-30 | After Hours | 0.94 | 0.97 | +3.19 | 399.42M | 397.61M | -0.45 | +4.49 | +5.52 |
| FY2025Q2 | 2025-07-24 | After Hours | 0.94 | 0.96 | +2.13 | 397.16M | 394.88M | -0.57 | -1.00 | -3.01 |
| FY2025Q1 | 2025-04-24 | After Hours | 0.94 | 0.96 | +2.13 | 396.50M | 395.24M | -0.32 | -2.63 | -2.39 |
| FY2024Q4 | 2025-02-20 | After Hours | 0.92 | 0.95 | +3.26 | 391.54M | 389.62M | -0.49 | -0.55 | +1.07 |
| FY2024Q3 | 2024-10-24 | After Hours | 0.92 | 0.95 | +3.26 | 385.53M | 385.34M | -0.05 | -2.10 | -1.28 |
| FY2024Q2 | 2024-07-25 | - | 0.92 | 0.94 | +2.17 | 377.88M | 380.63M | +0.73 | +0.86 | +3.38 |
| FY2024Q1 | 2024-04-25 | - | 0.90 | 0.92 | +2.22 | 368.60M | 375.96M | +2.00 | -0.05 | -0.74 |
| FY2023Q4 | 2024-02-27 | - | 0.91 | 0.93 | +2.20 | 361.81M | 369.03M | +1.99 | +0.20 | +4.21 |
| FY2023Q3 | 2023-10-26 | - | 0.90 | 0.92 | +2.22 | 356.78M | 359.56M | +0.78 | +0.20 | -0.02 |
| FY2023Q2 | 2023-07-27 | - | 0.89 | 0.92 | +3.37 | 355.33M | 356.59M | +0.35 | -2.56 | -2.99 |
GLPI Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Gaming and Leisure Properties Inc reported performance for FY2025Q3, announced on 2025-10-30. The company achieved an EPS of 0.97, compared to analyst estimates of 0.94 by 3.19% . Revenue for the quarter reached 397.61M compared to expectations of 399.42M by -0.45% .
The stock price reacted with a 4.49% one-day change and a 5.52% five-day change following the earnings release. These movements reflect market reaction in Gaming and Leisure Properties Inc growth trajectory and strategic initiatives.
GLPI Earnings Forecast
Looking ahead, Gaming and Leisure Properties Inc(GLPI) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 406.44M and an EPS of 0.75.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 0.03%, while EPS estimates have been Revise Upward by 7.9%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Upward by 0.86% . These revisions correlate with a -11.69% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Gaming and Leisure Properties Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between GLPI's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
+0.03%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
+7.9%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Upward
+0.86%
In Past 3 Month
Stock Price
Go Down
-11.69%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:1.60B
--
EPS Estimate-Annual FY 2025:2.81
—
Stock Price42.77
GLPI Revenue and EPS Performance: A Historical Perspective
Gaming and Leisure Properties Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-10-30,After Hours):
EPS: 0.97 (Actual) vs.0.94 (Estimate) (3.19%)
Revenue: 397.61M (Actual) vs. 399.42M (Estimate) (-0.45%)
Price Reaction: 4.49%(1-Day), 5.52%(5-Day)
FY2025Q2 (2025-07-24,After Hours):
EPS: 0.96 (Actual) vs.0.94 (Estimate) (2.13%)
Revenue: 394.88M (Actual) vs. 397.16M (Estimate) (-0.57%)
Price Reaction: -1.00%(1-Day), -3.01%(5-Day)
FY2025Q1 (2025-04-24,After Hours):
EPS: 0.96 (Actual) vs.0.94 (Estimate) (2.13%)
Revenue: 395.24M (Actual) vs. 396.50M (Estimate) (-0.32%)
Price Reaction: -2.63%(1-Day), -2.39%(5-Day)
Earnings Reaction
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 +0.31% change in stock price 10 days leading up to the earnings, and a +0.20% change 10 days following the report. On the earnings day itself, the stock moves by -0.38%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed 4.49% on the day following the earnings release and then changed by 4.40% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Gaming and Leisure Properties Inc (GLPI) Q3 2025 Earnings Call Summary
Neutral
2025-10-31
The earnings call summary suggests a cautious outlook. The company has strong financial metrics but lacks clear guidance, particularly for the Chicago Bally's development. The Q&A reveals management's reluctance to provide specific details, which could raise investor concerns. While there are positive developments, such as potential new deals and projects, the absence of concrete guidance and the impact of financing costs on underwriting return hurdles temper the overall sentiment, leading to a neutral rating.
Gaming and Leisure Properties Inc (GLPI) Q2 2025 Earnings Call Summary
Neutral
2025-07-25
The earnings call summary and Q&A highlight both positive and negative aspects. While there are strong tenant partnerships and promising development projects, the reduction in 2025 guidance and lack of parent guarantee for Bally's Chicago lease indicate potential risks. The company's cautious approach to refinancing and international opportunities suggests a balanced outlook. The overall sentiment is neutral due to a mix of optimism in development and tenant relations, tempered by uncertainties in financial commitments and guidance adjustments.
Gaming and Leisure Properties Inc (GLPI) Q1 2025 Earnings Call Summary
Neutral
2025-04-25
The earnings call summary and Q&A indicate mixed signals. While there is positive sentiment around tenant relationships and some gaming trends, concerns about reduced development funding, unclear guidance, and increased exposure to Bally's risk profile balance out the optimism. The management's vague responses in the Q&A further contribute to uncertainty. Given these factors, the stock is likely to remain stable, resulting in a neutral prediction for the stock price movement over the next two weeks.
Gaming and Leisure Properties Inc (GLPI) Q1 2025 Earnings Call Summary
Negative
2025-04-25
The earnings call summary and Q&A reveal several concerns: reduced guidance due to project delays, significant variable rate debt, and financial risks related to tenants like Bally's. Despite a positive cash flow and strong rent coverage ratios, these issues outweigh the positives. The management's evasive responses in the Q&A further contribute to uncertainty. The combination of reduced development funding and guidance, alongside increased operating expenses, suggests a negative sentiment, likely leading to a stock price decrease of -2% to -8% over the next two weeks.
Gaming and Leisure Properties Inc (GLPI) Q4 2024 Earnings Call Summary
Neutral
2025-02-22
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.
Gaming and Leisure Properties, Inc. (GLPI) Q3 2024 Earnings Call Summary
Positive
2024-10-25
The earnings call presents a strong financial performance with increased income from real estate and successful bond issuance. The AFFO guidance is optimistic, and the new investments and partnerships indicate growth potential. The Q&A section highlights management's confidence in strategic transactions, despite some unclear responses. The forward sale agreements and rent escalations suggest financial stability. Overall, the positive aspects outweigh the concerns, suggesting a positive stock price movement.
Gaming and Leisure Properties, Inc. (GLPI) Q2 2024 Earnings Call Summary
Positive
2024-07-26
The earnings call summary indicates strong financial performance with increased income and decreased expenses. The strategic transaction with Bally's and increased AFFO guidance are positive indicators. The Q&A revealed confidence in the Bally's project and rent coverage, despite some unclear responses about the buyout offer and NYC licensing. Overall, the positive aspects outweigh the uncertainties, suggesting a likely positive stock price movement.
People Also Watch
FAQ
What were the key highlights of GLPI’s latest earnings report for FY2025Q3?
How did GLPI’s stock price react after the FY2025Q3 earnings release?
What are the revenue and EPS estimates for GLPI for 2025/Q4?
How does GLPI’s stock price correlate with earnings forecast revisions?
What should investors expect from GLPI’s next earnings report?