NYSE$MGM

MGM Resorts International · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

MGM reported record fourth quarter and full year results, driven by strong performance in Las Vegas Strip Resorts and MGM China.

MGM Resorts International reported consolidated net revenues of $4.4 billion, a 22% increase compared to the prior year quarter. Operating income was $419 million, and net income attributable to MGM Resorts was $313 million. Diluted earnings per share were $0.92, and adjusted diluted earnings per share were $1.06.

  • Las Vegas Strip Resorts achieved record full year and fourth quarter net revenue and Adjusted Property EBITDAR.
  • MGM China achieved record full year and fourth quarter Adjusted Property EBITDAR.
  • The company repurchased $2.3 billion in shares in 2023, with $629 million repurchased during the fourth quarter.
  • MGM Resorts' senior secured credit facility was expanded to $2.3 billion, providing increased liquidity.

Headline financials

Total Revenue

$4.38B

Previous: $3.59B+21.8%
EPS (adj)

$1.06

Previous: -$1.53+169.3%
LV RevPAR

$270.00

Previous: $238.00+13.4%
LV ADR

$295.00

Previous: $260.00+13.5%
LV Occupancy

91.0%

Previous: 91.0%+0.0%
LV Table Games Drop

$1.7B

Previous: $1.57B+8.5%
LV Table Games Win %

31.7%

Previous: 23.9%+32.6%
LV Slot Handle

$6.52B

Previous: $6.67B-2.3%
LV Slot Win %

9.2%

Previous: 9.4%-2.1%
Regional Table Games Drop

$913M

Previous: $1.21B-24.3%
Regional Table Games Win %

20.4%

Previous: 22.6%-9.7%
Regional Slot Handle

$6.35B

Previous: $7.04B-9.8%
Regional Slot Win %

9.7%

Previous: 9.6%+1.0%
MGM China Main Floor Table Games Drop

$3.76B

Previous: $638M+489.7%
MGM China Main Floor Table Games Win %

23.3%

Previous: 23.8%-2.1%
Capital Expenditures

$329M

Previous: $308M+6.6%
Net Income

$313M

Previous: $284M+10.4%
Operating Income

$419M

Previous: -$1.9M+22217.3%
Gross Profit

$1.79B

Previous: $1.74B+3.2%
Stock-Based Comp

$27.4M

Previous: $25.2M+8.8%

Revenue & EPS history

MGM · Revenue · Quarterly

$4.38B

Q4 2023+21.8%vs Q4 2022
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

MGM · $3.97B total across 4 segments · Q3 2023

  • Las Vegas Strip Resorts
    $2.11B-8.4%
  • Regional Operations
    $925M-5.0%
  • MGM China
    $813M+833.9%
  • Management and Other Operations
    $130M

Forward guidance

MGM Resorts is optimistic about 2024, citing the launch of their Marriott relationship and opportunities to increase convention room nights and international mix. The expansion of their senior secured credit facility provides increased financial flexibility.

Tailwinds

  • Launch of Marriott relationship.
  • Opportunities to increase convention room nights.
  • Opportunities to increase international mix.
  • Expansion of senior secured credit facility provides increased liquidity.
  • Premium positioning in Las Vegas enables capture of incremental profit during major events.

Headwinds

  • No specific negative guidance mentioned in the provided text.

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

-0.2%

Avg return

Earnings day

-1.1%

Avg return

5 days after

-0.2%

Avg return

30 days after

49%

33 / 68 earnings

Positive

+17.5%

Q4 2024

Best reaction

-14.0%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.3%-3.5%+11.1%
Q4 2025-1.8%+1.2%-3.7%
Q3 2025-1.7%+2.1%+13.1%
Q1 2025-1.9%-0.1%+0.6%
Q4 2024+17.5%+10.8%-7.6%
Q3 2024-12.2%-13.3%-8.7%
Q2 2024-12.8%-20.4%-12.1%
Q1 2024+3.6%+4.0%+1.9%
Q4 2023-9.0%-9.5%-9.0%
Q3 2023-0.2%-0.9%+8.2%
Q2 2023-8.5%-8.7%-11.4%
Q1 2023+2.3%-4.0%-12.5%
Q4 2022+5.0%+5.1%+1.6%
Q3 2022-12.6%-4.9%+3.2%
Q2 2022+7.2%+4.4%-0.6%
Q1 2022-0.5%-6.7%-16.7%
Q4 2021-0.3%-5.4%-15.0%
Q3 2021-1.0%+1.4%-16.1%
Q2 2021+7.4%+6.1%+15.1%
Q1 2021-4.2%-2.2%+1.6%
Q4 2020-1.5%+0.3%+8.8%
Q3 2020+2.3%+8.2%+42.4%
Q2 2020-1.0%+2.9%+46.8%
Q1 2020-14.0%-18.3%-1.6%
Q4 2019-2.8%-3.6%-52.8%
Q3 2019-0.1%+4.3%+12.0%
Q2 2019+2.6%+2.8%-6.5%
Q1 2019-5.9%-8.2%-10.4%
Q4 2018-5.2%-2.3%-9.9%
Q3 2018+10.1%+16.3%+12.8%
Q2 2018+0.1%+3.9%+1.7%
Q1 2018-11.5%-11.1%-11.0%
Q4 2017-0.2%+2.6%+0.2%
Q3 2017+4.1%+5.1%+5.5%
Q2 2017-2.2%-4.3%-6.0%
Q1 2017+3.1%+3.9%+6.8%
Q4 2016-10.1%-9.0%-6.8%
Q3 2016+6.0%+4.1%+13.4%
Q2 2016+2.8%+4.7%+3.4%
Q1 2016+2.5%
Q4 2015-10.0%
Q3 2015+6.6%
Q2 2015+12.6%
Q1 2015-5.9%
Q4 2014+3.9%
Q3 2014+1.6%
Q2 2014-5.0%
Q1 2014+9.6%
Q4 2013+3.8%
Q3 2013-4.9%
Q2 2013+4.4%
Q1 2013+6.2%
Q4 2012-2.9%
Q3 2012-1.1%
Q2 2012+4.7%
Q1 2012+0.7%
Q4 2011-0.7%
Q3 2011-0.9%
Q2 2011-6.8%
Q1 2010+2.6%
Q1 2011+0.7%
Q4 2008-3.4%
Q4 2010-3.4%
Q3 2009+4.9%
Q3 2010+4.9%
Q4 2009+1.5%
Q2 2010+1.5%
Q2 2009+1.5%

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