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Analysts assess GLPI, Boyd Gaming and Churchill Downs results and plans

Business

Analysts reviewed third-quarter results and business developments at Gaming & Leisure Properties (GLPI), Boyd Gaming and Churchill Downs. GLPI reported adjusted funds from operations above analyst estimates and an agreement for a $110 million loan to the Ione Band of Miwok Indians; Boyd reported $337 million in third-quarter EBITDAR, while Churchill Downs plans seat renovations ahead of the 2025 Kentucky Derby.

The analyst review highlights GLPI financing, Boyd’s operating results and Churchill Downs’ planned seat renovations.

End-of-day close Boyd Gaming (BYD), USD, to 12 December 2024
Story date13 September 202412 December 2024

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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

Boyd Gaming NYSE: BYD

Quarter ended 30 September 2026

Revenue
USD 990.5m10-Q filing 0001437749-26-033786
Operating income
USD 194.9m10-Q filing 0001437749-26-033786

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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