Aristocrat Leisure Limited (AU:ALL)
ASX:ALL
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Earnings Data
Report Date
Nov 12, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
1.31Last Year’s EPS
1.31Same Quarter Last Year
Strong Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated strong operational performance across core businesses, with double-digit constant-currency earnings and margin expansion, robust gaming unit and share gains, effective capital returns (substantial buybacks and dividend) and measurable early AI productivity wins. Short-term challenges were acknowledged in Interactive (slower progress toward the USD 1 billion target, margin headwinds from investments and the strategic white-label exit), some product-mix margin effects in North America, FX headwinds and ongoing investment-driven costs. Management outlined clear remediation actions (leadership hires, targeted investments, an investor briefing on Interactive, and a USD 100 million cost-savings program) and reiterated full-year NPATA growth on a constant currency basis, so the positives materially outweigh the manageable near-term negatives.Company Guidance
Strong profitability and earnings growth
NPATA of ~USD 800 million, up 8% reported and 16% in constant currency; EPSA increased ~11% reported and 19% in constant currency reflecting operational execution and buyback accretion.
Revenue and segment profit expansion
Group revenue up 6% in constant currency and segment profits up 7% in constant currency, with over 70% of group revenue recurring.
Margin improvement and operating leverage
Group EBITDA margin uplift of ~220 basis points driven by strong revenue growth, cost discipline and IP defense outcomes; company expects to realize ~USD 100 million of annualized savings in FY '27 from One Aristocrat cost optimization.
Robust capital returns and balance sheet actions
On-market buybacks of almost USD 680 million executed during the half; board announced a USD 1 billion increase and extension to the buyback program (total authorization to USD 2.5 billion) with ~USD 1.3 billion executed to date; total returned to shareholders in the half ~USD 981 million (buybacks + dividends); debt facilities refinanced with a USD 1 billion revolving credit facility at attractive rates.
Gaming segment outperformance
Gaming revenue +12% and profit +10% in constant currency; North America unit sales +15%, average selling price +6%, ship share 31% (up 260 bps y/y); gaming operations added >2,000 units, market share >43% (up 70 bps sequentially); company now expects net unit growth at the upper end of the 4,000–5,000 full-year target.
Product portfolio momentum and notable launches
Strong performance from titles such as Buffalo Mega Stampede, Monopoly Big Board Bucks, Spooky Link Grand and Lightning 10-year Storm; Baron cabinet demand supporting ANZ and international rollouts with high customer interest.
Product Madness resilience and market share gains
Social casino revenue +5% in a market that declined 11% (share gains of ~240 bps); user acquisition investment increased from 18% to 20% of revenue to support growth; margins expanded ~240 bps (ex-Big Fish margins up 100 bps to 46.7%); digital penetration reached 24% of social casino revenue.
Interactive: iLottery and content growth
iLottery grew ~14% (including JV); content revenue +25%, with business live in 6 of 7 U.S. regulated iGaming states (Rhode Island expected in H2); Lightning Link launch in July expected to be a growth catalyst.
Strategic M&A and technology investments
Acquisitions such as Awager (AAG) and Gaming Analytics to expand distribution and AI-powered analytics/capabilities; D&D investment of USD 407 million (+7% constant currency) to support future growth and technology buildout.
AI and productivity gains (proof points)
Product Madness reported >2x creative productivity improvement; code conversion platform reduced conversion time from 16 weeks to 1 week; regulatory automation cut certain product preparation steps from 8 weeks to 3 weeks — demonstrating measurable velocity and efficiency benefits.
Dividend and tax position
New franked interim dividend of AUD 0.50 per share, payout ratio 38.8%; effective tax rate ~27% in line with guidance.
AU:ALL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AU:ALL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2026 | AU$45.85 | AU$51.94 | +13.28% |
Nov 11, 2025 | AU$63.71 | AU$58.92 | -7.52% |
May 13, 2025 | AU$67.08 | AU$61.14 | -8.85% |
Nov 12, 2024 | AU$63.53 | AU$65.19 | +2.60% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Aristocrat Leisure Limited (AU:ALL) report earnings?
Aristocrat Leisure Limited (AU:ALL) is schdueled to report earning on Nov 12, 2026, TBA (Confirmed).
What is Aristocrat Leisure Limited (AU:ALL) earnings time?
Aristocrat Leisure Limited (AU:ALL) earnings time is at Nov 12, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is the P/E ratio of Aristocrat Leisure Limited stock?
The P/E ratio of Aristocrat Leisure is N/A.
What is AU:ALL EPS forecast?
AU:ALL EPS forecast for the fiscal quarter 2026 (Q4) is 1.31.