NYSE$LUCK

Lucky Strike Entertainment Corp · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Reported a decrease in revenue but an increase in net income compared to the previous year.

Lucky Strike Entertainment reported a slight decrease in revenue but a significant increase in net income for the second quarter of fiscal year 2025. Revenue decreased by 1.8% to $300.1 million, while net income improved to $28.3 million compared to a loss of $63.5 million in the prior year. The company opened new centers and acquired Boomer's, adding family entertainment centers and a water park to its portfolio.

  • Revenue decreased 1.8% to $300.1 million year-over-year.
  • Same Store Revenue decreased 6.2% versus the prior year.
  • Net income was $28.3 million, a significant improvement from the prior year's loss of $63.5 million.
  • Adjusted EBITDA was $98.8 million compared to $103.1 million in the prior year.

Headline financials

Total Revenue

$300M

Previous: $306M-1.8%
EPS

$0.16

Previous: -$0.44+136.4%
Capital Expenditures

-$92M

Previous: -$114M+19.0%
Free Cash Flow

-$63.7M

Previous: -$177M+64.0%
Net Income

$28.3M

Previous: -$63.5M+144.6%
Operating Income

$46.9M

Previous: $49.5M-5.3%
Gross Profit

$123M

Previous: $90.6M+36.1%
Cash & Equivalents

$80.8M

Previous: $190M-57.5%
Total Assets

$3.24B

Previous: $3.19B+1.5%
Stock-Based Comp

$4.66M

Previous: $3.69M+26.4%

Revenue & EPS history

Lucky Cement Ltd · Revenue · Quarterly

$300M

Q2 2025-1.8%vs Q2 2024
Beat estimate in 7 of 13 quarters(54%)
ActualEstimate

Revenue by segment

Lucky Cement Ltd · $284M total across 3 segments · Q4 2024

  • Bowling
    $131M
  • Food & beverage
    $97.2M
  • Amusement & other
    $55.9M

Forward guidance

The Company reiterated financial guidance for fiscal year 2025. We expect total Revenue to be up mid-single digits to 10%+ year-over-year, which equates to $1.23 billion to $1.28 billion of total Revenue. Adjusted EBITDA margin is expected to be 32% to 34%, which equates to Adjusted EBITDA of $390 million to $430 million.

Tailwinds

  • Total Revenue is expected to be up mid-single digits to 10%+ year-over-year.
  • Total Revenue is projected to be between $1.23 billion and $1.28 billion.
  • Adjusted EBITDA margin is expected to be between 32% and 34%.
  • Adjusted EBITDA is projected to be between $390 million and $430 million.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

+2.0%

Avg return

Earnings day

+4.5%

Avg return

5 days after

+7.3%

Avg return

30 days after

55%

11 / 20 earnings

Positive

+16.1%

Q2 2024

Best reaction

-15.0%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-1.6%+0.4%-2.5%
Q2 2026-13.5%+3.0%+16.5%
Q1 2026-0.7%-1.7%+5.5%
Q3 2025-11.9%-4.3%-4.9%
Q2 2025-1.3%+10.1%-12.4%
Q1 2025+12.5%+11.3%+12.9%
Q4 2024+2.6%-5.3%+6.6%
Q3 2024-9.8%-12.1%+5.2%
Q2 2024+16.1%+29.2%+10.3%
Q1 2024+12.9%+9.9%+16.6%
Q4 2023+3.4%+5.7%+9.5%
Q3 2023-15.0%-14.3%-12.6%
Q2 2023+4.2%+8.3%+4.8%
Q1 2023-0.8%-4.5%-8.5%
Q4 2022+3.4%+7.4%+8.1%
Q3 2022+14.4%+23.4%+12.1%
Q4 2021+13.6%+12.8%+39.9%
Q2 2022+13.6%+12.8%+39.9%
Q1 2022+0.9%+0.7%+0.0%
Q3 2021-2.8%-2.8%-0.5%

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