Boyd Gaming Set to Report This fall Earnings: Can Gaming Momentum Persist?

Boyd Gaming Corporation BYD is scheduled to report fourth-quarter 2025 results on Feb. 5, after the closing bell.

BYD’s earnings beat the Zacks Consensus Estimate in every of the trailing 4 quarters, with a median shock being 9.6%.

Trend within the Estimate Revision of BYD

The Zacks Consensus Estimate for fourth-quarter earnings per share (EPS) is pegged at $1.88, indicating a decline of 4.1% from $1.96 reported within the year-ago quarter.

For revenues, the consensus mark is pegged at practically $1.01 billion. The metric implies a decline of three.3% from the year-ago quarter’s determine.

Let’s check out how issues have formed up within the quarter.

Factors Likely to Shape Boyd Gaming’s This fall Quarterly Results

Boyd Gaming’s fourth-quarter 2025 revenues are more likely to have been supported by continued power in its core buyer base and bettering developments amongst retail gamers, which administration famous carried over from the third quarter into October. Gaming volumes are more likely to have benefited from regular visitation throughout Las Vegas Locals and Midwest & South properties, the place disciplined advertising and environment friendly operations helped convert demand into revenues. 

Ongoing positive aspects from not too long ago accomplished and maturing investments, such because the land-based Treasure Chest on line casino, expanded assembly and conference house at Ameristar St. Charles, and development in on-line and managed companies, are additionally more likely to have contributed to the efficiency of the to-be-reported quarter.

Despite underlying power in gaming play, Boyd’s revenues are more likely to have declined 12 months over 12 months primarily as a result of weak spot in vacation spot enterprise, particularly tied to decrease lodge, banquet and associated non-gaming exercise. Management repeatedly highlighted softness in vacation spot visitation, which lowered lodge occupancy and ancillary spend, with the Orleans property being a notable drag. 

Earnings stress within the quarter has been brought on by margin headwinds from the identical destination-related weak spot, as lodge and conference enterprise tends to be higher-margin for Boyd. Ongoing renovation and development exercise at properties like Suncoast and the Orleans is more likely to have created operational inefficiencies and restricted capability, constraining profitability whilst administration labored to regulate prices. In addition, elevated capital spending on upkeep, renovations and development initiatives has elevated depreciation and expense burdens, whereas aggressive promotional exercise in sure regional markets required cautious however nonetheless impactful advertising investments, collectively weighing on bottom-line efficiency.

Boyd Gaming Corporation Price and EPS Surprise

Boyd Gaming Corporation price-eps-surprise | Boyd Gaming Corporation Quote

What Our Model Says About BYD Stock

Our confirmed mannequin doesn’t predict an earnings beat for Boyd Gaming this time round. The mixture of a constructive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) will increase the percentages of an earnings beat.

Boyd Gaming’s Earnings ESP: Boyd Gaming has an Earnings ESP of -1.57%. You can uncover the perfect shares to purchase or promote earlier than they’re reported with our Earnings ESP Filter.

BYD’s Zacks Rank: The firm has a Zacks Rank #3 at current.

Stocks Poised to Beat on Earnings

Here are some shares from the Zacks Consumer Discretionary sector that buyers could contemplate, as our mannequin reveals that these have the proper mixture of components to put up an earnings beat.
 
Choice Hotels International, Inc. CHH has an Earnings ESP of +1.42% and a Zacks Rank of three at current. You can see the complete list of today’s Zacks #1 Rank stocks here.

For the to-be-reported quarter, Choice Hotels’ earnings are anticipated to stay flat 12 months over 12 months. Choice Hotels reported better-than-expected earnings in two of the trailing 4 quarters and missed on two events, the typical miss being 0.6%. 
 
Hilton Worldwide, Inc. HLT at the moment has an Earnings ESP of +3.08% and a Zacks Rank of three. 

For the to-be-reported quarter, Hilton Worldwide’s earnings are anticipated to extend 17.6%. Hilton Worldwide reported better-than-expected earnings in every of the trailing 4 quarters, the typical shock being 5.8%. 

Marriott International, Inc. MAR at the moment has an Earnings ESP of +4.21% and a Zacks Rank of three. 

For the to-be-reported quarter, Marriott International’s earnings are anticipated to extend 11.4%. Marriott International reported better-than-expected earnings in every of the trailing 4 quarters, the typical shock being 2%.

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Marriott International, Inc. (MAR) : Free Stock Analysis Report

Choice Hotels International, Inc. (CHH) : Free Stock Analysis Report

Boyd Gaming Corporation (BYD) : Free Stock Analysis Report

Hilton Worldwide Holdings Inc. (HLT) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

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The views and opinions expressed herein are the views and opinions of the creator and don’t essentially replicate these of Nasdaq, Inc.