NYSE$BYD

Boyd Gaming · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

Reported financial results for the second quarter, impacted by COVID-19, but showed resilience in reopened properties with EBITDAR growth and margin improvement.

Boyd Gaming reported a net loss for Q2 2020 due to the COVID-19 pandemic, with all properties closed for a significant portion of the quarter. However, reopened properties showed strong EBITDAR growth and margin improvement, particularly in the Midwest & South and Las Vegas Locals segments. The company is also expanding its iGaming strategy with the launch of Stardust Social Casino.

  • 26 properties resumed operations since mid-May.
  • Midwest & South and Las Vegas Locals segments each delivered Adjusted EBITDAR growth and significant margin improvement since reopening.
  • Company launched Stardust Social Casino to advance iGaming strategy.
  • Revenues decreased due to property closures, but spend per visit was robust.

Headline financials

Total Revenue

$210M

Previous: $846M-75.2%
EPS (adj)

-$0.98

Previous: $0.46-313.0%
Adjusted EBITDAR

$16.1M

No prior period
Capital Expenditures

-$75.9M

Previous: -$126M+39.8%
Free Cash Flow

-$184M

Previous: -$77.7M-137.5%
Net Income

-$109M

Previous: $48.5M-323.9%
Operating Income

-$86.3M

Previous: $127M-168.2%
Gross Profit

$109M

Previous: $408M-73.2%
Cash & Equivalents

$1.31B

Previous: $239M+446.5%
Total Assets

$7.44B

Previous: $6.71B+10.8%
Stock-Based Comp

$2.69M

Previous: $8.16M-67.0%

Revenue & EPS history

Boyd Gaming · Revenue · Quarterly

$210M

Q2 2020-75.2%vs Q2 2019
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Boyd Gaming · $210M total across 3 segments · Q2 2020

  • Midwest & South
    $131M
  • Las Vegas Locals
    $57.8M
  • Downtown Las Vegas
    $20.7M

Forward guidance

The company is confident that it can sustain increased efficiencies in its operating model.

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 2020

Historical avgQ2 2020

-1.0%

Avg return

Earnings day

-0.9%

Avg return

5 days after

-0.2%

Avg return

30 days after

45%

30 / 67 earnings

Positive

+28.4%

Q1 2013

Best reaction

-20.5%

Q3 2013

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-6.0%-3.2%-11.0%
Q4 2025-0.5%-0.3%-4.2%
Q3 2025-7.2%-9.6%-5.0%
Q2 2025-1.5%-0.5%+0.9%
Q1 2025+4.3%+4.7%+10.6%
Q4 2024-1.7%-2.0%-12.2%
Q3 2024+8.4%+11.9%+13.0%
Q2 2024+5.7%+5.6%+3.9%
Q1 2024-16.4%-15.9%-18.6%
Q4 2023+4.3%+1.4%-1.3%
Q3 2023-10.8%-9.7%-1.9%
Q2 2023-6.4%-5.6%-9.6%
Q1 2023-0.2%+3.0%-3.5%
Q4 2022+6.6%+6.6%+5.6%
Q3 2022+4.1%+7.2%+11.1%
Q2 2022+0.8%+0.6%+3.7%
Q1 2022-6.3%-5.6%-7.3%
Q4 2021+5.3%+8.7%+11.4%
Q3 2021+1.3%-3.9%-6.7%
Q2 2021+1.6%-1.0%+5.9%
Q1 2021+1.7%-1.7%-2.8%
Q4 2020-2.5%-2.2%+12.6%
Q3 2020-6.8%-8.6%+13.5%
Q2 2020+13.5%+9.4%+24.3%
Q1 2020+6.9%-1.3%+32.6%
Q4 2019-0.5%-13.5%-66.0%
Q3 2019+3.5%+4.2%+16.0%
Q2 2019-1.4%-2.9%-10.3%
Q1 2019-1.3%-7.0%-16.3%
Q4 2018+9.2%+9.6%-3.7%
Q3 2018-6.0%-9.4%-16.6%
Q2 2018-6.2%-1.0%-2.2%
Q1 2018-1.9%+0.9%+10.1%
Q4 2017-6.2%-5.5%-13.8%
Q3 2017+5.1%+5.5%+9.7%
Q2 2017-3.9%-3.2%+0.9%
Q1 2017+6.5%+6.8%+13.0%
Q4 2016+2.1%-2.6%-3.3%
Q3 2016-4.8%-3.1%+4.7%
Q2 2016-3.5%-1.2%+3.1%
Q1 2016-2.9%
Q4 2015+7.9%
Q3 2015+7.2%
Q2 2015+0.7%
Q1 2015+3.0%
Q4 2014+2.7%
Q3 2014+8.3%
Q2 2014-13.5%
Q1 2014-3.4%
Q4 2013+5.4%
Q3 2013-20.5%
Q2 2013+22.6%
Q1 2013+28.4%
Q4 2012+7.7%
Q3 2012-10.5%
Q2 2012-20.4%
Q1 2011-4.4%
Q1 2012-3.9%
Q4 2011+5.3%
Q3 2011-9.3%
Q3 2010-9.3%
Q4 2008-7.7%
Q4 2009-7.7%
Q2 2010-13.4%
Q2 2011-13.4%
Q4 2010-13.4%
Q1 2010+0.7%

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