NASDAQ$WYNN

Wynn Resorts Ltd · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Wynn Resorts reported strong Q4 2023 results, with record Adjusted Property EBITDAR.

Wynn Resorts' Q4 2023 saw significant revenue growth, driven by Macau and Las Vegas operations. Operating revenues reached $1.84 billion, a substantial increase from the previous year, and net income attributable to Wynn Resorts, Limited was $729.2 million, a significant rise from $32.4 million in Q4 2022. Adjusted Property EBITDAR also reached a new all-time record.

  • Operating revenues increased to $1.84 billion, up from $1.00 billion in Q4 2022.
  • Net income attributable to Wynn Resorts, Limited was $729.2 million, compared to $32.4 million in Q4 2022.
  • Adjusted Property EBITDAR reached a record $630.4 million, a significant increase from $195.1 million in Q4 2022.
  • The company repurchased 1,609,625 shares of its common stock at an average price of $86.56 per share, for an aggregate cost of $139.3 million.

Headline financials

Total Revenue

$1.84B

Previous: $1.01B+83.1%
EPS (adj)

$1.91

Previous: -$1.23+255.3%
Adjusted Property EBITDAR

$630M

Previous: $195M+223.1%
Capital Expenditures

$113M

Previous: $26.9M+321.8%
Net Income

$729M

Previous: $32.4M+2150.6%
Operating Income

$358M

Previous: $99.2M+260.6%
Gross Profit

$641M

Previous: $333M+92.5%
Stock-Based Comp

$15.4M

Previous: $19.1M-19.3%

Revenue & EPS history

Wynn Resorts · Revenue · Quarterly

$1.84B

Q4 2023+83.1%vs Q4 2022
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Wynn Resorts · $1.65B total across 4 segments · Q3 2023

  • Las Vegas Operations
    $619M+13.7%
  • Wynn Palace
    $525M+597.9%
  • Wynn Macau
    $295M+630.2%
  • Encore Boston Harbor
    $210M-0.7%

Forward guidance

Wynn Resorts is optimistic about the future, focusing on delivering five-star hospitality and driving long-term shareholder returns. The development of Wynn Al Marjan Island is progressing, and the company anticipates it will be a major tourism destination.

Tailwinds

  • Strong momentum built throughout 2023 continued during the fourth quarter.
  • Adjusted Property EBITDAR reached a new all-time record.
  • Relentless focus on delivering five-star hospitality.
  • Construction of Wynn Al Marjan Island continues with preparations underway to start vertical construction of the hotel tower.
  • Confident the resort will be a 'must see' tourism destination in the UAE.

Headwinds

  • Reductions in discretionary consumer spending.
  • Adverse macroeconomic conditions and their impact on levels of disposable consumer income and wealth.
  • Extensive regulation of our business.
  • Uncertainties over the development and success of new gaming and resort properties.
  • Cybersecurity risk and our leverage and ability to meet our debt service obligations.

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

+1.0%

Avg return

Earnings day

+1.1%

Avg return

5 days after

+1.2%

Avg return

30 days after

59%

40 / 68 earnings

Positive

+18.9%

Q4 2015

Best reaction

-15.6%

Q1 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.6%-7.9%+0.6%
Q4 2025+5.1%+7.8%-6.9%
Q3 2025+3.1%+2.0%+2.4%
Q1 2025+0.6%+13.9%-0.3%
Q4 2024+10.4%+14.7%+7.1%
Q3 2024-9.4%-11.9%-0.9%
Q2 2024+1.8%+1.5%+4.9%
Q1 2024-2.2%-1.5%-5.5%
Q4 2023+6.0%+5.7%+0.4%
Q3 2023-8.0%-6.2%-9.4%
Q2 2023+1.1%-3.1%-8.1%
Q4 2022+4.9%+5.5%+4.6%
Q3 2022+2.2%+10.9%+20.7%
Q2 2022-0.8%+4.3%-6.4%
Q1 2022-4.0%+8.1%+8.1%
Q4 2021+2.4%+1.2%-16.5%
Q3 2021-3.0%-0.9%-7.7%
Q2 2021+3.8%+1.1%+5.5%
Q1 2021-1.0%+0.3%+0.3%
Q4 2020+7.9%+4.6%+23.0%
Q3 2020+5.2%+27.0%+49.1%
Q2 2020-2.4%+1.4%+19.6%
Q1 2020-0.1%+3.8%+27.5%
Q4 2019-4.1%-0.2%-28.9%
Q3 2019-0.9%-3.9%-3.9%
Q2 2019-1.1%-2.0%+0.2%
Q1 2019-4.5%-9.3%-18.3%
Q4 2018+5.4%+6.6%+7.2%
Q3 2018-9.7%-9.3%-4.3%
Q2 2018-10.3%-8.3%-11.1%
Q1 2018-5.4%-4.2%+0.2%
Q4 2017+8.5%+0.4%-7.4%
Q3 2017-0.3%+2.8%+11.1%
Q2 2017-4.7%-7.2%-3.2%
Q1 2017+8.3%+6.4%+7.7%
Q4 2016+6.9%+5.2%-2.5%
Q3 2016-10.9%-10.6%+0.4%
Q2 2016-4.2%-5.2%-12.1%
Q1 2016-0.0%
Q4 2015+18.9%
Q3 2015+0.7%
Q2 2015+6.2%
Q1 2015-15.6%
Q4 2014-2.4%
Q3 2014+1.2%
Q2 2014+3.6%
Q1 2014+8.7%
Q4 2013+12.1%
Q3 2013+1.0%
Q2 2013+1.6%
Q1 2013+3.0%
Q4 2012+2.3%
Q3 2012+5.3%
Q2 2012-0.9%
Q1 2012-6.4%
Q4 2011+6.1%
Q4 2010+6.1%
Q3 2011-7.3%
Q2 2011+6.1%
Q1 2010+3.7%
Q1 2011+4.2%
Q4 2008+2.6%
Q1 2009+2.6%
Q4 2009+2.6%
Q3 2009+0.7%
Q3 2010+0.7%
Q2 2009-0.1%
Q2 2010-0.1%

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