Las Vegas Sands Corp
Q3 2025 Earnings
Market Reaction
S&P 500 over the same 30 days: −0.45%.
Did LVS Beat Earnings? Q3 2025 Results
Las Vegas Sands posted a decisive beat in the third quarter, with earnings per share of $0.78 clearing the $0.62 consensus estimate by 26.38% and revenue of $3.33 billion topping expectations by 9.04% while climbing 24.2% year over year. The standout driver was Marina Bay Sands in Singapore, where net revenue nearly doubled to $1.44 billion from $919 million a year ago as rolling chip volume surged to $9.07 billion and the rolling chip win percentage reached 4.84%, well above the prior year's 1.75%, lifting adjusted property EBITDA to $743 million at a 51.7% margin. Macao delivered steadier, more modest growth, with total net revenue rising to $1.91 billion though property EBITDA gains were relatively contained. Analysts have responded with a "Strong Buy" consensus on the stock following the results. Looking ahead, management pointed to new suite products at Marina Bay Sands and a $4.89 billion delayed draw facility earmarked for the MBS Expansion Project as key pillars of continued growth across its Asian portfolio.
- Marina Bay Sands rolling chip volume surged to $9.07 billion from $6.56 billion YoY with 4.84% win rate
- High hold on rolling play at Marina Bay Sands positively impacted adjusted property EBITDA by $43 million
- The Londoner Macao revenue increased 49% YoY driven by rolling chip volume growth and higher non-rolling chip drop
- Marina Bay Sands EBITDA margin expanded to 51.7% from 44.2% YoY
- Casino revenue grew to $2.506 billion from $1.936 billion consolidated
“We remain enthusiastic about our growth opportunities in both Macao and Singapore as we realize the benefits of our recently completed capital investment programs.”
Las Vegas Sands CEO, on the earnings call
Forward Guidance & Outlook
Management expressed enthusiasm about growth opportunities in both Macao and Singapore, citing benefits from recently completed capital investment programs. In Macao, the company's decades-long commitment to enhancing business and leisure tourism appeal positions it for future growth. In Singapore, new suite products and elevated service offerings are expected to drive additional growth as travel and tourism spending in Asia expands. The company continues to pursue growth opportunities in new markets and has a delayed draw term loan facility of $4.89 billion available for the MBS Expansion Project.
LVS YoY Financials
LVS Revenue by Segment
LVS Revenue by Geography
Figures from SEC filings and company reports. Not investment advice.