Q1 25 EPS

$0.75

BEAT +54.38%

Est. $0.49

Q1 25 Revenue

$497.9M

BEAT +0.38%

Est. $496.0M

vs S&P Since Q1 25

+27.2%

BEATING MARKET

RRR +60.4% vs S&P +33.2%

Market Reaction

Did RRR Beat Earnings? Q1 2025 Results

Red Rock Resorts delivered a standout first quarter for 2025, posting diluted EPS of $0.75 that cleared the $0.49 consensus estimate by 54.38%, while revenue of $497.86 million edged past expectations by 0.38% and grew 1.8% year over year. The bottom… Read more Red Rock Resorts delivered a standout first quarter for 2025, posting diluted EPS of $0.75 that cleared the $0.49 consensus estimate by 54.38%, while revenue of $497.86 million edged past expectations by 0.38% and grew 1.8% year over year. The bottom-line strength was driven in large part by meaningfully lower interest expense of $51.11 million, down from $57.20 million a year ago, and the absence of a $14.40 million loss on debt extinguishment that weighed on the prior-year period, helping lift consolidated net income 9.7% to $85.95 million despite a higher tax provision. On the top line, casino revenue was the primary growth engine, rising to $333.25 million from $316.85 million, more than compensating for softer food and beverage and room revenues. Adjusted EBITDA climbed 2.8% to $215.08 million, and the company closed the quarter with $150.60 million in cash. The board also declared a $0.25 quarterly dividend and a $1.00 special dividend per Class A share.

Key Takeaways

  • Casino revenue growth of 5.2% year over year, offsetting declines in food and beverage and room revenues
  • Lower interest expense of $51.1 million vs. $57.2 million in Q1 2024
  • Absence of loss on debt extinguishment/modification recorded in Q1 2024 ($14.4 million)
24/7 Wall St

RRR YoY Financials

Q1 2025 vs Q1 2024, source: SEC Filings

24/7 Wall St

RRR Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 24 Q1 26