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Analysts assess gambling companies, Macau risks and 2025 outlooks

Business

Analysts issued views on GLPI, Double Down Interactive, Churchill Downs and Boyd, while Fitch Ratings assessed risks for US gaming operators in Macau. One analyst estimated Double Down’s first-quarter revenue at $81 million, below an $85 million consensus, while Fitch cited trade tensions and China’s weaker economic outlook as potential pressures on Macau gaming revenue and earnings.

The assessments give investors earnings estimates and risk factors for several gambling businesses and Macau operators.

End-of-day close Gaming and Leisure Properties (GLPI), USD, to 12 June 2025
Story date14 March 202512 June 2025

Related company prices

Latest reported results

Gaming and Leisure Properties Nasdaq: GLPI

Quarter ended 30 September 2026

Revenue
USD 435.4m10-Q filing 0001575965-26-000072
Operating income
USD 309.9m10-Q filing 0001575965-26-000072

Churchill Downs NASDAQ: CHDN

Quarter ended 30 September 2026

Revenue
USD 696.0m10-Q filing 0000020212-26-000084
Operating income
USD 143.0m10-Q filing 0000020212-26-000084

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