Q2 FY2026 EarningsQ2 FY26 results slightly exceeded consensus, with total revenue reaching $430.5M vs. the $429.8M expected and Diluted EPS (GAAP) in-line at $0.80. Growth was primarily fueled by new development fundings and sale-leaseback transactions, notably the acquisition of Bally’s Twin River Lincoln and commitments with Cordish. Management raised the FY26 AFFO guidance midpoint to $4.11 per share, reflecting strong tenant fundamentals and an active investment pipeline.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Gaming And Leisure(GLPI) the Revenue is 430.52 M (+9.03%), Beat estimate;the EBIT is 332.39 M (+37.32%), Beat estimate;the EPS is 0.8 (+48.15%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.43B9.03%
0.43B8.85%
+0.00B0.18%
EBITExceed expectations
0.33B37.32%
0.33B37.04%
+0.00B0.28%
EPSMiss expectations
0.848.15%
0.802648.62%
-0.00260.47%
Upcoming earnings report - Q3 FY2026
Available dateOct 29, 2026
Estimate Revenue$437.51 M
Estimate EBIT$338.93 M
Estimate EPS$0.8057
Revenue
ActualEstimateUnit: USD
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EBIT
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Net income
ActualEstimateUnit: USD
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EPS
ActualEstimateUnit: USD
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