Full House Resorts (FLL)
NASDAQ:FLL
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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.18Last Year’s EPS
-0.29Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a generally positive operational trajectory highlighted by a ~15% increase in adjusted EBITDA, solid American Place performance, improving database and marketing metrics, and meaningful progress toward Waukegan permanent casino financing and construction. Challenges remain including modest nominal revenue decline, table-hold variability that suppressed reported gaming revenue, ongoing refurbishment impacts, and execution risk tied to financing and legislative timing. Property-level cost controls and marketing initiatives are showing early traction (April/March improvements), suggesting the positives outweigh the negatives in the near to medium term.Company Guidance
Adjusted EBITDA Growth
Adjusted EBITDA rose to $13.2 million in Q1 2026 from $11.5 million in Q1 2025, an increase of ~15%, driven by broad EBITDA growth across multiple properties (American Place, Chamonix/Bronco Billy's, Silver Slipper, Rising Star).
American Place Strong Operational Performance
American Place revenues increased 7% to $31.8 million and adjusted property EBITDA rose 8% to $8.3 million in Q1 2026; April statewide gaming revenues were up ~6% YoY and, excluding lower-than-expected table hold, total gaming revenues would have been up ~16%.
Revenue on an Apples-to-Apples Basis
Reported company revenue of $74.4 million vs $75.1 million last year; after removing $1.3 million of prior-year revenue from the sold Stockman's property, apples-to-apples revenue grew by 0.9%.
Chamonix/Bronco Billy's Momentum and Marketing Improvements
Chamonix/Bronco Billy's adjusted property EBITDA improved from -$2.3 million to -$1.3 million, a 42% improvement. April preliminary trends showed net slot win up ~9% and net table win up ~20%; management has implemented new marketing, a new property team, and targeted digital campaigns to increase awareness and penetration.
Database and Customer Metrics Improving
In April new loyalty sign-ups were up 12%, rated visits up 19%, and win per rated visit up ~14%, supported by better daily reporting after hiring a new finance director.
Property-Level Cost Controls and Operating Efficiencies
Company reports notable expense reductions (analyst-calculated ~10% down QoQ in the quarter), OpEx savings at Silver Slipper and other properties, and targeted initiatives to insource housekeeping and improve laundry efficiency.
Waukegan Permanent Casino Financing & Construction Progress
Company has invested ~ $170 million to date (license, land, temporary facility, etc.), has an anticipated financing solution to provide ~ $300 million required for permanent construction, earthmoving drawings approved, expects to commence initial construction within weeks, and can operate the temporary facility through Aug 2027 (possible 18-month legislative extension being pursued).
Liquidity and Balance Sheet
Approximately $41 million of liquidity at quarter-end (including undrawn revolver), with management confident in refinancing existing debt and securing incremental construction funding at modestly higher than current rates (not at extreme high-yield levels).
Operational Wins and New Offerings
Reopened and revamped food & beverage outlet at Chamonix (Don Juan's), introduced targeted brunch offerings and other F&B optimizations intended to drive weekday/weekend incremental revenue.
FLL 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
FLL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $2.56 | $2.97 | +16.02% |
Mar 05, 2026 | $2.27 | $2.68 | +18.06% |
Nov 06, 2025 | $2.39 | $2.62 | +9.62% |
Aug 07, 2025 | $4.40 | $3.61 | -17.95% |
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 Full House Resorts (FLL) report earnings?
Full House Resorts (FLL) is schdueled to report earning on Aug 11, 2026, After Close (Confirmed).
What is Full House Resorts (FLL) earnings time?
Full House Resorts (FLL) earnings time is at Aug 11, 2026, After Close (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 FLL EPS forecast?
FLL EPS forecast for the fiscal quarter 2026 (Q2) is -0.18.