Q4 24 EPS

$0.76

BEAT +58.73%

Est. $0.48

Q4 24 Revenue

$495.7M

BEAT +1.12%

Est. $490.2M

vs S&P Since Q4 24

+5.4%

BEATING MARKET

RRR +30.5% vs S&P +25.1%

Full Year 2024 Results

FY 24 EPS

$2.53

BEAT +69.56%

Est. $1.49

FY 24 Revenue

$1.94B

BEAT +0.27%

Est. $1.93B

Market Reaction

Did RRR Beat Earnings? Q4 2024 Results

Red Rock Resorts delivered a standout fourth quarter, posting earnings per share of $0.76 and beating the $0.48 consensus estimate by 58.73%, even as net income slipped 19.5% year over year to $87.72 million amid rising costs tied to the company's ag… Read more Red Rock Resorts delivered a standout fourth quarter, posting earnings per share of $0.76 and beating the $0.48 consensus estimate by 58.73%, even as net income slipped 19.5% year over year to $87.72 million amid rising costs tied to the company's aggressive expansion cycle. Revenue came in at $495.69 million, ahead of the $490.20 million consensus and up 7.1% from the year-ago period, with casino revenues serving as the primary engine, climbing to $326.54 million from $301.66 million. The clearest explanation for the margin pressure lies in the capital-intensive buildout anchored by the Durango Resort and Casino, which pushed depreciation and amortization to $48.16 million from $36.17 million while interest expense rose to $56.17 million against a debt load of roughly $3.40 billion. Underlying operational health held firm, however, with adjusted EBITDA essentially flat at $202.40 million. The board declared a quarterly dividend of $0.25 per Class A share, payable March 31, 2025.

Key Takeaways

  • Casino revenue growth of 8.2% year over year in Q4
  • Food and beverage revenue increase of 8.2% year over year in Q4
  • Durango Resort & Casino contributing to Las Vegas operations growth
  • Full-year Las Vegas operations revenue growth of 12.6%
24/7 Wall St

RRR YoY Financials

Q4 2024 vs Q4 2023, source: SEC Filings

24/7 Wall St

RRR Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 24 Q1 26