Accel Entertainment (ACEL)
NYSE:ACEL
Earnings Data
Report Date
May 11, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.19Last Year’s EPS
0.23Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized record financial results (Q4 revenue +7.5%, Q4 adjusted EBITDA +19%, full-year revenue +8%, adjusted EBITDA +11%), solid liquidity, disciplined capital allocation (including share repurchases), and successful market expansions (Nevada ramp, Fairmount ramp, Louisiana integration). Key near-term risks include regulatory timing and operational constraints in Chicago, continued pruning in Illinois location counts, early-stage benefits from TITO, and industry headwinds in pari-mutuel racing. On balance, positive operating momentum and financial strength outweigh the manageable near-term uncertainties.Company Guidance
Record Quarterly Revenue
Total revenue for Q4 increased 7.5% year-over-year to $341.0 million — the highest fourth-quarter revenue in company history.
Record Quarterly Adjusted EBITDA and Margin Expansion
Adjusted EBITDA for Q4 rose 19% year-over-year to $56.0 million (all-time quarterly high), growing meaningfully faster than revenue and reflecting expense discipline and operating leverage.
Record Full-Year Financials
Full-year 2025 revenue exceeded $1.3 billion (≈8% growth vs. 2024) and adjusted EBITDA grew 11% to $210 million; net income for the year was $51 million (EPS $0.61 basic, $0.60 diluted).
Scale and Installed Base
Ended the year supporting more than 4,500 locations and nearly 28,000 gaming machines nationwide, demonstrating platform breadth and predictable recurring revenue.
Nevada Expansion and Rapid Deployments
Nevada terminal count increased 13% year-over-year in Q4; completed acquisition of Dynasty Games (20 locations, ~123 machines) and a rapid 6-day rollout with Rebel Convenience Stores (55 locations, 424 machines). Nevada operations now service >600 locations and ~3,000 machines.
Fairmount Park Ramp and Diversification
Completed first full racing season and ramped casino operations after April 2025 opening; monthly performance and customer engagement continue to build, diversifying revenue mix and contributing to growth.
Disciplined Capital Allocation & Share Repurchases
Repurchased ~3.8 million shares during 2025 (including 1.5 million in Q4); capital allocation framework balances organic growth, bolt-on M&A, conservative balance sheet management and opportunistic buybacks.
Strong Liquidity and Conservative Leverage
Ended year with $297 million in cash and cash equivalents and net debt of approximately $311 million (down 1% YoY); maintains an untapped $300 million revolving credit line for flexibility.
Technology and Content Progress
TITO rollout progressing with 81% of locations fully TITO-enabled; in-house content via Grand Vision Gaming supports exclusivity, lowers CapEx and can enhance margins and free cash flow over time.
ACEL 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
ACEL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 03, 2026 | $11.07 | $13.06 | +17.98% |
Nov 04, 2025 | $9.93 | $10.14 | +2.11% |
Aug 05, 2025 | $12.39 | $10.50 | -15.25% |
May 05, 2025 | $10.75 | $11.26 | +4.74% |
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 Accel Entertainment (ACEL) report earnings?
Accel Entertainment (ACEL) is schdueled to report earning on May 11, 2026, TBA (Confirmed).
What is Accel Entertainment (ACEL) earnings time?
Accel Entertainment (ACEL) earnings time is at May 11, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ACEL EPS forecast?
ACEL EPS forecast for the fiscal quarter 2026 (Q1) is 0.19.