NASDAQ$CHDN

Churchill Downs Inc. · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Churchill Downs reported record revenue and Adjusted EBITDA across all reporting segments.

Churchill Downs Incorporated reported all-time record net revenue of $890.7 million and net income attributable to CDI of $209.3 million for the second quarter ended June 30, 2024. Adjusted EBITDA reached a record $444.8 million. The company saw revenue and Adjusted EBITDA growth across all reporting segments, driven by a record-breaking Kentucky Derby Week and the opening of the Terre Haute Casino Resort.

  • Achieved record net revenue of $890.7 million, up from $768.5 million in Q2 2023.
  • Net income attributable to CDI increased to $209.3 million, compared to $143.0 million in Q2 2023.
  • Adjusted EBITDA reached a record $444.8 million, up from $363.7 million in Q2 2023.
  • Kentucky Derby Week generated record all-sources handle and contribution to Adjusted EBITDA.

Headline financials

Total Revenue

$891M

Previous: $769M+15.9%
EPS

$2.79

Previous: $2.24+24.6%
TwinSpires Handle

$653M

No prior period
Capital Expenditures

-$292M

Previous: -$312M+6.5%
Free Cash Flow

-$82.7M

Previous: -$169M+51.2%
Net Income

$209M

Previous: $143M+46.4%
Operating Income

$330M

Previous: $226M+46.3%
Cash & Equivalents

$140M

Previous: $374M-62.5%
Total Assets

$7.17B

Previous: $6.58B+9.0%

Revenue & EPS history

Churchill Downs · Revenue · Quarterly

$891M

Q2 2024+15.9%vs Q2 2023
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

Churchill Downs · $245M total across 1 segment · Q3 2023

  • Gaming
    $245M+33.5%

Forward guidance

Churchill Downs Incorporated did not provide specific forward guidance in this earnings report. The report primarily focused on the results of the second quarter of 2024 and recent strategic initiatives.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+1.2%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+3.1%

Avg return

30 days after

60%

39 / 65 earnings

Positive

+14.0%

Q3 2011

Best reaction

-16.2%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.1%+10.5%-6.4%
Q4 2025-6.1%-2.8%-12.1%
Q3 2025+7.5%+3.5%+10.4%
Q1 2025-16.2%-13.0%-11.2%
Q4 2024-0.4%-4.4%-6.2%
Q3 2024+4.4%+5.2%+5.7%
Q2 2024-2.6%+2.3%-2.4%
Q1 2024+4.6%+5.4%+7.7%
Q4 2023+3.1%+3.9%+1.3%
Q3 2023-3.0%-2.2%+8.3%
Q2 2023-8.9%-11.2%-5.0%
Q1 2023+13.2%+17.5%+8.4%
Q4 2022+0.7%+0.7%+0.0%
Q3 2022-4.9%-0.1%+7.5%
Q2 2022+0.9%-2.5%-4.3%
Q1 2022+3.9%+5.6%+1.1%
Q4 2021+1.9%+12.3%+4.4%
Q3 2021-5.7%-4.8%-8.8%
Q2 2021-1.1%-1.8%+11.1%
Q1 2021+0.9%+2.4%-8.3%
Q4 2020+0.6%+4.2%+2.2%
Q3 2020-6.6%-6.8%+12.7%
Q2 2020+10.6%+14.2%+41.5%
Q1 2020-1.8%-7.7%+30.1%
Q4 2019-7.6%-14.5%-37.4%
Q3 2019-2.0%-6.4%-2.0%
Q2 2019+2.9%-6.4%+0.4%
Q1 2019+5.3%+13.8%+7.6%
Q4 2018-4.0%-7.3%-7.6%
Q3 2018+11.0%+9.9%+13.9%
Q2 2018-2.4%-1.8%-1.2%
Q1 2018+7.4%+7.3%+19.8%
Q4 2017-0.0%+3.4%-4.8%
Q3 2017+0.4%+2.0%+11.8%
Q2 2017+2.1%+0.6%+4.1%
Q1 2017+1.4%-2.0%-0.4%
Q4 2016-0.4%-1.0%+3.9%
Q3 2016-2.9%-3.6%+12.1%
Q2 2016+6.7%+8.6%+14.4%
Q1 2016-6.9%
Q4 2015+4.4%
Q3 2015+4.3%
Q2 2015+5.7%
Q1 2015+5.0%
Q4 2014+3.3%
Q3 2014-0.9%
Q2 2014+0.1%
Q1 2014-0.9%
Q4 2013-1.5%
Q3 2013-2.3%
Q2 2013+3.3%
Q1 2013+1.3%
Q4 2012+1.9%
Q3 2012-3.9%
Q2 2012+4.1%
Q1 2011+5.2%
Q1 2012+5.2%
Q4 2011+8.3%
Q3 2010+14.0%
Q3 2011+14.0%
Q4 2010+1.4%
Q2 2011+1.4%
Q2 2010+1.4%
Q4 2009+1.4%
Q1 2010-3.8%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro