Q3 24 EPS

$0.48

MISS 7.69%

Est. $0.52

Q3 24 Revenue

$468.0M

BEAT +1.37%

Est. $461.7M

vs S&P Since Q3 24

+3.1%

BEATING MARKET

RRR +29.3% vs S&P +26.2%

Market Reaction

Did RRR Beat Earnings? Q3 2024 Results

Red Rock Resorts delivered a mixed third quarter for 2024, posting revenue that edged past expectations while falling short on the bottom line. The Las Vegas locals casino operator grew consolidated net revenues 13.7% year-over-year to $468.02 millio… Read more Red Rock Resorts delivered a mixed third quarter for 2024, posting revenue that edged past expectations while falling short on the bottom line. The Las Vegas locals casino operator grew consolidated net revenues 13.7% year-over-year to $468.02 million, clearing the $461.67 million consensus estimate, with the Durango Resort and Casino, which opened in late 2023, serving as the primary engine of that top-line expansion. Yet profitability told a more complicated story: earnings per diluted share came in at $0.48, missing the $0.52 consensus by 7.69%, as surging interest expense of $58.00 million and a sharp jump in depreciation and amortization to $47.37 million, both tied to the Durango asset base, weighed heavily on net income, which fell 19.0% to $55.39 million. Adjusted EBITDA grew a more modest 4.3% to $182.71 million. Looking ahead, the company has outlined aggressive renovation and expansion plans across multiple properties, signaling continued capital intensity as it bets on long-term growth in the Las Vegas locals market.

Key Takeaways

  • Las Vegas operations net revenue growth of 13.9% year-over-year driven by Durango Resort & Casino contributions
  • Casino revenue increased 15.2% year-over-year to $314.2 million
  • Food and beverage revenue increased 14.5% year-over-year
  • Adjusted EBITDA grew 4.3% to $182.7 million
24/7 Wall St

RRR YoY Financials

Q3 2024 vs Q3 2023, source: SEC Filings

24/7 Wall St

RRR Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 24 Q1 26