NASDAQ$RRR

Red Rock Resorts Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Red Rock Resorts reported an increase in net revenues and adjusted EBITDA for Q4 2023, but a decrease in net income compared to the same period in 2022.

Red Rock Resorts reported an increase in net revenues and Adjusted EBITDA for the fourth quarter of 2023. Net revenues increased by 8.8% to $462.7 million, and Adjusted EBITDA increased by 3.6% to $201.3 million. However, net income decreased by 36.0% to $108.9 million.

  • Net revenues increased by 8.8% to $462.7 million.
  • Net income decreased by 36.0% to $108.9 million.
  • Adjusted EBITDA increased by 3.6% to $201.3 million.
  • Las Vegas operations net revenues increased by 9.5% to $459.4 million.

Headline financials

Total Revenue

$463M

Previous: $425M+8.8%
EPS (adj)

$0.95

Previous: $1.49-36.2%
Net Income

$109M

Previous: $170M-36.0%
Operating Income

$172M

Previous: $222M-22.4%
Gross Profit

$256M

Previous: $274M-6.6%
Stock-Based Comp

$5.16M

Previous: $4.72M+9.4%

Revenue & EPS history

Red Rock Resorts · Revenue · Quarterly

$463M

Q4 2023+8.8%vs Q4 2022
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Red Rock Resorts · $412M total across 4 segments · Q3 2023

  • Casino
    $273M-3.4%
  • Food and beverage
    $72.8M+4.3%
  • Room
    $42M+7.6%
  • Other
    $24M+4.6%

Forward guidance

Red Rock Resorts' Board of Directors declared a cash dividend of $0.25 per Class A common share for the first quarter of 2024, payable on March 29, 2024. They also declared a special dividend of $1.00 per Class A common share, payable on March 4, 2024.

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 Q4 2023

Historical avgQ4 2023

-0.1%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+1.5%

Avg return

30 days after

48%

20 / 42 earnings

Positive

+16.5%

Q1 2020

Best reaction

-11.6%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.2%-5.6%+4.1%
Q4 2025-2.9%-7.8%-13.4%
Q3 2025-11.6%-8.7%-1.1%
Q1 2025+3.4%+4.1%+13.7%
Q4 2024+1.3%+3.7%-11.5%
Q3 2024-5.9%-7.4%-12.5%
Q2 2024-4.5%-2.1%-7.1%
Q1 2024-7.4%-7.4%-6.4%
Q4 2023+5.2%+7.6%+4.1%
Q3 2023+1.8%+1.4%+8.9%
Q2 2023-5.5%-8.1%-6.8%
Q1 2023+1.8%-0.9%-0.8%
Q4 2022-0.9%+0.1%-6.0%
Q3 2022+5.3%+6.2%+13.9%
Q2 2022-0.7%+3.6%-5.6%
Q1 2022-8.1%-12.8%-11.6%
Q4 2021+2.7%+7.8%+4.3%
Q3 2021-9.5%-8.6%-11.7%
Q2 2021-1.1%-3.6%+14.5%
Q1 2021+3.1%+5.0%+21.7%
Q4 2020-0.3%+2.7%+24.1%
Q3 2020-8.1%-2.3%+13.1%
Q2 2020+7.1%+19.1%+47.6%
Q1 2020+16.5%+29.9%+27.8%
Q4 2019+10.8%+6.6%-33.4%
Q3 2019-6.9%-6.6%-2.1%
Q2 2019-7.5%+0.2%+11.5%
Q1 2019-5.6%-4.2%-22.8%
Q4 2018+4.3%+6.2%-1.9%
Q3 2018+4.7%-5.2%-4.6%
Q2 2018-1.2%-3.0%-5.4%
Q1 2018+7.2%+8.4%+14.1%
Q4 2017-3.0%-5.9%-15.2%
Q3 2017+6.3%+6.3%+26.0%
Q2 2017-4.4%-7.9%-5.3%
Q1 2017-1.3%-1.0%+1.9%
Q4 2016-4.8%-2.8%-0.1%
Q3 2016+2.5%+2.7%+7.0%
Q4 2015+4.6%+3.5%-4.4%
Q2 2015+4.6%+3.5%-4.4%
Q2 2016+4.6%+3.5%-4.4%
Q1 2016+1.5%+3.8%+2.7%
Q3 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014

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