NASDAQ$GLPI

Gaming and Leisure · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Announced record financial results for the second quarter of 2021.

Gaming and Leisure Properties, Inc. reported record second quarter results, highlighting the resilience of regional gaming markets and the company's high-quality tenant roster. The company capitalized on growth opportunities and returned capital to shareholders through stock and cash dividends.

  • All of GLPI's 50 properties are open to the public.
  • Expanded relationship with Bally's Corporation to acquire real estate assets of Bally's casino properties in Rock Island, Illinois and Black Hawk, Colorado for $150 million.
  • Bally's agreed to acquire both GLPI’s non-land real estate assets and Penn National Gaming, Inc.’s outstanding equity interests in Tropicana Las Vegas Hotel and Casino, Inc. for $150 million.
  • Penn exercised its option to acquire the operations of Hollywood Casino Perryville for $31.1 million in cash.

Headline financials

Total Revenue

$318M

Previous: $262M+21.3%
EPS (adj)

$0.87

Previous: $0.84+3.6%
Adjusted EBITDA

$276M

Previous: $247M+11.9%
Funds From Operations

$195M

Previous: $167M+16.9%
Adjusted FFO

$204M

Previous: $181M+12.9%
Capital Expenditures

-$488M

Previous: -$495K-98559.2%
Free Cash Flow

-$350M

Previous: $112M-413.0%
Net Income

$138M

Previous: $112M+23.0%
Operating Income

$212M

Previous: $181M+17.4%
Gross Profit

$318M

Previous: $262M+21.3%
Cash & Equivalents

$148M

Previous: $74.1M+99.3%
Total Assets

$9.1B

Previous: $8.67B+5.0%
Stock-Based Comp

$3.61M

Previous: $4.06M-11.1%

Revenue & EPS history

GLPI · Revenue · Quarterly

$318M

Q2 2021+21.3%vs Q2 2020
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Revenue by segment

GLPI · $336M total across 4 segments · Q3 2023

  • Building Base Rent
    $276M+21.4%
  • Land Base Rent
    $42M-19.2%
  • Percentage Rent & Other
    $17.8M-52.2%
  • Interest Income RE Loans
    $22K

Forward guidance

GLPI expects to continue to invest in existing and new tenant relationships by sourcing portfolio enhancing, accretive growth opportunities, which will extend its long track record of value creation for shareholders.

Tailwinds

  • GLPI remains well positioned to deliver record results.
  • Further expand and diversify portfolio.
  • Benefit from the continued strength in regional gaming markets.
  • Full rent escalators were achieved with respect to the Amended Pinnacle Master Lease, the Boyd Master Lease and the Belterra Park Lease, which increased annualized rent by $6.1 million.
  • Expect to achieve a full rent escalation with respect to the Penn Master Lease in the fourth quarter that would increase annualized rent by $5.6 million.

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 2021

Historical avgQ2 2021

-0.2%

Avg return

Earnings day

-0.0%

Avg return

5 days after

-0.7%

Avg return

30 days after

51%

29 / 57 earnings

Positive

+6.3%

Q3 2025

Best reaction

-8.4%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.3%+2.9%+2.4%
Q4 2025-0.3%+1.4%-2.8%
Q3 2025+6.3%+5.5%+1.8%
Q1 2025-2.6%-2.4%-5.7%
Q4 2024-0.5%+0.8%+1.6%
Q3 2024-2.3%-0.1%+0.0%
Q2 2024+1.8%+3.5%+4.5%
Q1 2024-2.3%-1.7%+2.8%
Q4 2023+2.4%+2.1%+3.6%
Q3 2023-1.2%+0.6%-0.6%
Q2 2023-3.6%-2.3%-6.9%
Q1 2023+2.3%-0.1%-7.4%
Q4 2022-0.1%+2.0%-6.2%
Q3 2022+4.9%+7.3%+7.7%
Q2 2022+0.3%-0.4%-2.9%
Q1 2022-1.4%-0.5%+5.8%
Q4 2021+2.2%+2.1%+2.5%
Q3 2021-1.3%+0.7%-7.3%
Q2 2021-0.4%-3.2%+2.1%
Q1 2021+1.0%+1.5%+0.7%
Q4 2020-2.4%-0.9%-4.6%
Q3 2020-3.6%-4.6%+10.3%
Q2 2020+2.5%+4.9%+6.2%
Q1 2020-8.4%-10.9%+19.8%
Q4 2019+2.8%-2.1%-60.9%
Q3 2019+2.8%+3.1%+5.3%
Q2 2019+1.0%+1.1%+4.5%
Q1 2019-2.8%-1.2%-1.8%
Q4 2018-0.9%-1.7%-2.1%
Q3 2018-0.4%+0.0%+2.2%
Q2 2018-2.9%-2.9%-1.5%
Q1 2018-0.5%-0.1%+2.0%
Q4 2017-4.4%-4.4%-5.9%
Q3 2017+1.0%+2.0%+0.4%
Q2 2017-1.7%-0.4%+0.4%
Q1 2017+0.3%+1.5%+6.0%
Q4 2016+1.6%+1.3%+3.3%
Q3 2016-2.3%-5.9%-2.4%
Q2 2016+0.7%+0.0%-3.8%
Q1 2016+0.4%
Q4 2015+2.4%
Q3 2015-2.7%
Q2 2015-1.2%
Q1 2015+2.0%
Q4 2014+1.9%
Q3 2014-3.9%
Q2 2013+1.7%
Q2 2014-1.6%
Q1 2014-0.6%
Q4 2012+0.2%
Q3 2012+0.2%
Q4 2011+0.2%
Q1 2012+0.2%
Q2 2012+0.2%
Q4 2013-0.0%
Q3 2013+0.4%
Q1 2013+0.4%

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