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Full House Resorts (FLL)
NASDAQ:FLL
Earnings Data
Report Date
May 11, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.24Last Year’s EPS
-0.27Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a generally constructive outlook: consolidated revenue and adjusted EBITDA improved, American Place showed strong quarter and full-year growth with meaningful upside potential for the permanent facility, Chamonix is showing early signs of operational turnaround under a new management team, and liquidity plus progress on financing and foundation drawings reduce near-term capital-execution risk. Notable challenges include seasonal weakness and earlier promotional missteps at Chamonix, minor declines at smaller properties, third-party renovation impacts at Grand Lodge, and lingering legislative and financing execution risks. On balance, operational momentum and financing progress outweigh the manageable near-term headwinds.Company Guidance
Consolidated Revenue Growth (Q4 2025)
Q4 revenues rose to $75.4M from $73.0M a year ago; on an apples-to-apples basis (excluding $1.5M from divested Stockman's), revenue growth was 5.6% year-over-year.
Adjusted EBITDA Improvement (Q4 2025)
Adjusted EBITDA increased to $10.7M in Q4 2025 from $10.4M in Q4 2024. After backing out prior-year one-time items (~$1.7M), the comparable increase was about 23%.
American Place Strong Operational Traction
Temporary American Place Q4 revenues increased 11% to $32.0M and adjusted property EBITDA rose 29% to $8.7M. Full-year American Place revenue/adjusted property EBITDA were $124M and $34.3M, up 13% and 17%, respectively. Management reiterates run-rate EBITDA targets of ~$50M for the temporary facility and ~ $100M for the permanent facility.
Chamonix Turnaround Progress under New Management
A fully formed management team was in place in 2H 2025. Comparing 2H 2025 vs 2H 2024, revenues increased by ~$1.2M (~5%) and adjusted property EBITDA grew by ~$4.2M. Q4 2025 saw a much smaller seasonal adjusted property EBITDA loss versus Q4 2024.
Database and Loyalty Momentum (Early 2026)
Top customer segment (Jan–Feb 2026) unique guests increased ~20% and total visits +36%; second segment unique guests +12% and total visits +24%, indicating improving repeat visitation and loyalty.
Waukegan (American Place market) Continued Growth
Waukegan marked roughly its 3-year anniversary and continued to grow double-digits in Q4 (11% reported), with a database approaching 121k–125k names and steady new-member acquisition.
Balance Sheet Liquidity and Revolver Extension
Liquidity of approximately $51M at quarter end (including undrawn revolver). The company amended its revolver to extend the maturity to August 15, 2027, and stated Illinois operations cover current interest expense.
Progress Toward Permanent American Place Financing and Construction
Architects are finalizing foundation drawings enabling imminent foundation work. Management has received multiple financing proposals (including those that may fully fund construction without issuing equity) and expects more detail in the coming weeks; legislative bill to extend temporary operations by ~18 months is expected to pass in April/May.
Sports Wagering Cash Flow Contribution
Sportsbook arrangements (notably with Circa in Illinois) are a meaningful, high-margin contributor. Management cited an ongoing EBITDA contribution in the ~$5.9M–$7M range (roughly $5.9M assuming minimums).
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 |
|---|---|---|---|
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% |
May 08, 2025 | $3.30 | $3.14 | -4.85% |
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 May 11, 2026, After Close (Confirmed).
What is Full House Resorts (FLL) earnings time?
Full House Resorts (FLL) earnings time is at May 11, 2026, After Close (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 FLL EPS forecast?
FLL EPS forecast for the fiscal quarter 2026 (Q1) is -0.24.