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Gaming and Leisure Properties Earnings Calls
| Release date | Apr 23, 2026 |
| EPS estimate | $0.791 |
| EPS actual | $1.02 |
| EPS Surprise | 28.95% |
| Revenue estimate | 409.156M |
| Revenue actual | 420M |
| Revenue Surprise | 2.65% |
| Release date | Feb 19, 2026 |
| EPS estimate | $0.755 |
| EPS actual | $0.95 |
| EPS Surprise | 25.83% |
| Revenue estimate | 405.239M |
| Revenue actual | 407M |
| Revenue Surprise | 0.435% |
| Release date | Oct 30, 2025 |
| EPS estimate | $0.96 |
| EPS actual | $0.97 |
| EPS Surprise | 1.04% |
| Revenue estimate | 406.435M |
| Revenue actual | 397.61M |
| Revenue Surprise | -2.17% |
| Release date | Jul 24, 2025 |
| EPS estimate | $0.96 |
| EPS actual | $0.96 |
| Revenue estimate | 400.534M |
| Revenue actual | 394.876M |
| Revenue Surprise | -1.41% |
Last 4 Quarters for Gaming and Leisure Properties
Below you can see how GLPI performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 24, 2025 |
| Price on release | $47.15 |
| EPS estimate | $0.96 |
| EPS actual | $0.96 |
| Date | Price |
|---|---|
| Jul 18, 2025 | $47.70 |
| Jul 21, 2025 | $46.63 |
| Jul 22, 2025 | $47.39 |
| Jul 23, 2025 | $47.13 |
| Jul 24, 2025 | $47.15 |
| Jul 25, 2025 | $46.68 |
| Jul 28, 2025 | $45.72 |
| Jul 29, 2025 | $46.26 |
| Jul 30, 2025 | $45.73 |
| 4 days before | -1.15% |
| 4 days after | -3.01% |
| On release day | -1.00% |
| Change in period | -4.13% |
| Release date | Oct 30, 2025 |
| Price on release | $42.74 |
| EPS estimate | $0.96 |
| EPS actual | $0.97 |
| EPS surprise | 1.04% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $44.81 |
| Oct 27, 2025 | $44.99 |
| Oct 28, 2025 | $44.44 |
| Oct 29, 2025 | $43.65 |
| Oct 30, 2025 | $42.74 |
| Oct 31, 2025 | $44.66 |
| Nov 03, 2025 | $45.47 |
| Nov 04, 2025 | $45.19 |
| Nov 05, 2025 | $45.10 |
| 4 days before | -4.62% |
| 4 days after | 5.52% |
| On release day | 4.49% |
| Change in period | 0.647% |
| Release date | Feb 19, 2026 |
| Price on release | $47.35 |
| EPS estimate | $0.755 |
| EPS actual | $0.95 |
| EPS surprise | 25.83% |
| Date | Price |
|---|---|
| Feb 12, 2026 | $46.20 |
| Feb 13, 2026 | $46.40 |
| Feb 17, 2026 | $47.27 |
| Feb 18, 2026 | $46.71 |
| Feb 19, 2026 | $47.35 |
| Feb 20, 2026 | $47.25 |
| Feb 23, 2026 | $47.86 |
| Feb 24, 2026 | $48.33 |
| Feb 25, 2026 | $48.01 |
| 4 days before | 2.49% |
| 4 days after | 1.39% |
| On release day | -0.211% |
| Change in period | 3.92% |
| Release date | Apr 23, 2026 |
| Price on release | $46.64 |
| EPS estimate | $0.791 |
| EPS actual | $1.02 |
| EPS surprise | 28.95% |
| Date | Price |
|---|---|
| Apr 17, 2026 | $47.73 |
| Apr 20, 2026 | $47.56 |
| Apr 21, 2026 | $46.88 |
| Apr 22, 2026 | $46.12 |
| Apr 23, 2026 | $46.64 |
| Apr 24, 2026 | $47.31 |
| Apr 27, 2026 | $47.27 |
| Apr 28, 2026 | $48.02 |
| Apr 29, 2026 | $47.99 |
| 4 days before | -2.28% |
| 4 days after | 2.89% |
| On release day | 1.44% |
| Change in period | 0.545% |
Gaming and Leisure Properties Earnings Call Transcript Summary of Q1 2026
Gaming and Leisure Properties (GLPI) reported a strong start to 2026 with mid- to high-single digit AFFO and AFFO-per-share growth in Q1. Management reiterated disciplined underwriting and highlighted an active pipeline of acquisitions and developments, including the February acquisition of Bally's Lincoln and an expected late-Q2 acquisition of PENN's Aurora facility. Full-year 2026 guidance: AFFO of $1.212B–$1.223B ($4.08–$4.12 per diluted OP share). Development spend was increased and incorporated into guidance: total 2026 development funding now expected at $750M–$800M (with an additional $590M–$640M to be funded through the remainder of 2026), and future capital commitments of roughly $1.8B expected to be deployed by year-end 2027. Rent coverage across the portfolio remains healthy (majority of leases ≥1.8x), and management noted improving market conditions for deal pricing (cap rates normalizing nearer ~8% vs. lower outlier prints). Balance sheet: leverage sits at ~5.0x (low end of target); management expects optionality to fund accretive commitments via cash on hand, forward equity settlement, free cash flow, and capital markets. Key operational updates: Chicago development (podium and tower) has topped out and remains on track for H1 2027 opening; recent development openings (e.g., Live Petersburg, Bally’s Baton Rouge, Hollywood Joliet) have shown strong early results. Risks and items monitored: regional gaming market dynamics, potential impact of video gambling/VGTs (Chicago), uncertainty around Caesars corporate transactions and potential implications for lease guarantees, and broader macro/credit market volatility.
