NYSE$BYD

Boyd Gaming · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Reported all-time records for Companywide Adjusted EBITDAR and Operating Margins.

Boyd Gaming reported strong second-quarter results with record Adjusted EBITDAR and operating margins. Gaming revenues surpassed 2019 levels, and the company is confident in its ability to continue delivering robust EBITDAR and margin performance.

  • Achieved record results for Adjusted EBITDAR and operating margins.
  • Companywide margins exceeded 43%, with Las Vegas Locals margins approaching 57%.
  • Gaming revenues surpassed 2019 levels.
  • Strength from the first half of the year has carried into July.

Headline financials

Total Revenue

$894M

Previous: $210M+325.8%
EPS (adj)

$1.54

Previous: -$0.98+257.1%
Adjusted EBITDAR

$385M

Previous: $16.1M+2293.8%
Capital Expenditures

-$96.3M

Previous: -$75.9M-26.9%
Free Cash Flow

$17.4M

Previous: -$184M+109.4%
Net Income

$114M

Previous: -$109M+204.8%
Operating Income

$266M

Previous: -$86.3M+408.5%
Gross Profit

$529M

Previous: $109M+384.7%
Cash & Equivalents

$335M

Previous: $1.31B-74.4%
Total Assets

$6.29B

Previous: $7.44B-15.4%
Stock-Based Comp

$12.8M

Previous: $2.69M+376.2%

Revenue & EPS history

Boyd Gaming · Revenue · Quarterly

$894M

Q2 2021+325.8%vs Q2 2020
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Forward guidance

Boyd Gaming is optimistic about its future performance, citing its operating strategy, streamlined cost structure, and focus on core customers as drivers of strong results. The company expects to continue delivering robust levels of EBITDAR and margin performance.

Tailwinds

  • Operating strategy
  • Streamlined cost structure
  • Focus on core customers
  • Robust levels of EBITDAR
  • Margin performance

Headwinds

  • Ongoing uncertainty about COVID-19
  • Possibility of future closures
  • Negative perceptions of visiting properties
  • Consumer demand
  • Effects of events adversely impacting the economy

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

-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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