Flutter Entertainment PLC (GB:FLTR)
LSE:FLTR
Earnings Data
Report Date
May 19, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.08Last Year’s EPS
1.2Same Quarter Last Year
Strong Buy
Based on 26 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a positive operational and financial trajectory: strong revenue and adjusted EBITDA growth, clear U.S. leadership (FanDuel), international market wins (Italy, Brazil), active M&A integration and a disciplined capital allocation program (share buybacks, leverage target, cost-savings plan). However, there are meaningful near-term challenges: Q4 sportsbook dynamics led to moderating handle and higher churn, execution gaps in generosity, softened cash flow and net income due to higher interest, tax and investment spending, and regulatory/tax headwinds (India, UK) plus substantial planned investment in prediction markets. Management has outlined concrete remediation actions (product, loyalty, generosity, cost optimization) and guided conservatively for 2026, suggesting these challenges are being addressed while preserving growth momentum.Company Guidance
Strong Group Top-Line and Profitability Growth (Q4 & FY2025)
Q4 group revenue increased 25% and adjusted EBITDA grew 27%. For fiscal 2025 the group delivered revenue up 17% and adjusted EBITDA up 21%, underscoring broad-based operational momentum.
U.S. Outperformance and FanDuel Strength
U.S. revenue grew 33% in Q4 with adjusted EBITDA up 90% year-over-year; FanDuel sportsbook Q4 revenue grew ~35%. Management estimates FanDuel delivers ~70% share of market EBITDA, reflecting a strong structural advantage.
iGaming Momentum
iGaming revenue grew 33% in Q4, driven by AMPs growth of 18% and improved player frequency; U.S. iGaming guidance for 2026 assumes continued high-teens growth.
Prediction Markets Launch (FanDuel Predicts) and Early Traction
Launched FanDuel Predicts in Q4 across multiple states; early signals encouraging with average volume per customer in line with expectations and Missouri state launch achieving ~5% population penetration within first 30 days. Management plans material investment in 2026 with prediction markets spend guided toward the upper end (~$300M).
International Progress and Market Wins
International revenue up 19% in Q4 and adjusted EBITDA up 6%. Italy regained online market leadership: PokerStars migration drove 13% revenue growth and more than doubled new customer volumes in Q4. Brazil customer acquisition up 51% year-to-date; Sky Bet migration delivered expected cost savings.
Cost Savings, Capital Returns and Balance Sheet Targets
On track for targeted $300M of cost savings by 2027. Completed $245M share repurchases in Q4 and $1.0B for full year 2025; expect to commence returning $250M in H1 2026. Leverage ended the year at 3.7x with a medium-term target of 2.0-2.5x.
2026 Guidance Reflects Continued Growth
U.S. 2026 guidance: $7.8B revenue and $1.05B adjusted EBITDA (12% and 14% year-over-year growth respectively). International 2026 guidance midpoint: $10.6B revenue and $2.23B adjusted EBITDA (13% and 1% growth respectively), reflecting ongoing expansion plus planned investment in Brazil and prediction markets.
Operational Execution on Transformations and M&A Integration
Management reports successful integration activity (Italy, Snai) and ongoing transformations (PokerStars migrations) that are already producing revenue uplifts, new customers and expected cost efficiencies.
GB:FLTR 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
GB:FLTR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | 9072.00 p | 7712.00 p | -14.99% |
Nov 12, 2025 | 17810.00 p | 15540.00 p | -12.75% |
Aug 07, 2025 | 22910.00 p | 21060.00 p | -8.08% |
May 07, 2025 | 18285.00 p | 18200.00 p | -0.46% |
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 Flutter Entertainment PLC (GB:FLTR) report earnings?
Flutter Entertainment PLC (GB:FLTR) is schdueled to report earning on May 19, 2026, TBA (Confirmed).
What is Flutter Entertainment PLC (GB:FLTR) earnings time?
Flutter Entertainment PLC (GB:FLTR) earnings time is at May 19, 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 the P/E ratio of Flutter Entertainment PLC stock?
The P/E ratio of Flutter Entertainment PLC is N/A.
What is GB:FLTR EPS forecast?
GB:FLTR EPS forecast for the fiscal quarter 2026 (Q1) is 1.08.