Penn Entertainment

Penn Entertainment (PENN) Q2 2025 Earnings

Reported Aug 7, 2025 at 7:00 AM ET · SEC Source

Q2 25 EPS

$0.10

BEAT +1,392.54%

Est. $0.01

Q2 25 Revenue

$1.77B

BEAT +1.88%

Est. $1.73B

vs S&P Since Q2 25

+6.1%

BEATING MARKET

PENN +24.1% vs S&P +18.0%

Market Reaction

Did PENN Beat Earnings? Q2 2025 Results

PENN Entertainment delivered a notably strong second quarter, with adjusted EPS of $0.10 clearing the $0.01 consensus estimate by 1,392.54% and total revenue of $1.76 billion arriving 1.88% above expectations, up 6.1% year-over-year from $1.66 billio… Read more PENN Entertainment delivered a notably strong second quarter, with adjusted EPS of $0.10 clearing the $0.01 consensus estimate by 1,392.54% and total revenue of $1.76 billion arriving 1.88% above expectations, up 6.1% year-over-year from $1.66 billion. The primary engine behind the beat was a resurgent Interactive segment, which posted record gaming revenue in both online sports betting and iCasino, with segment revenues climbing 35.9% to $316.10 million, even as the division continued to narrow its Adjusted EBITDA loss to $62.00 million from $102.80 million a year ago. Retail properties provided a steady foundation, generating $489.60 million in Adjusted EBITDAR at a 33.8% margin, while consolidated Adjusted EBITDA rose to $236.10 million. Broader earnings momentum also supported sentiment around the results. Looking ahead, the company's new $185 million Hollywood Casino Joliet opened ahead of schedule, and PENN reiterated its commitment to repurchase at least $350 million in shares during 2025.

Key Takeaways

  • Record gaming revenue in both online sports betting and iCasino in the Interactive segment
  • Properties not impacted by new supply grew revenue by nearly 4% year-over-year
  • Theoretical revenue growth across all rated age and worth segments
  • Positive trends in unrated play, visitation, and spend per visit
  • Online-to-retail player count grew 8% and theoretical revenue grew 28% year-over-year
  • Strong year-over-year flow through from operational discipline in the Interactive segment
24/7 Wall St

PENN YoY Financials

Q2 2025 vs Q2 2024, source: SEC Filings

24/7 Wall St

PENN Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26

“PENN's diverse portfolio of retail properties delivered another solid quarter. Our Interactive segment generated record gaming revenue in both online sports betting and online casino, driven by ongoing product enhancements and the advantages of our unique omnichannel ecosystem.”

— Jay Snowden, Q2 2025 Earnings Press Release