Gaming and Leisure Properties, Inc. · GLPI · Next earnings

Gaming and Leisure Properties, Inc. reports Thursday, Feb 18, 2027

GLPI reports after market close with consensus EPS at $0.83 and revenue at $441.9M. Last quarter: GLPI Keeps Guidance, Advances Development Despite Bally’s Risks

Reports After market close110 days awayDate estimated Real Estate

What the street expects

Consensus for the coming report
Consensus EPS $0.83 Calendar consensus
Consensus revenue $441.9M Calendar consensus
Report date Feb 18, 2027 Thursday, date estimated
Session After market close 110 days away

Where GLPI left off: FY2026 Q3

Full report

GLPI Keeps Guidance, Advances Development Despite Bally’s Risks

EPS surprise -11.5% Reported $0.71 vs $0.80
Revenue surprise -0.2% Reported $435.4M vs $436.3M
Stock move -1.3% Event window
Subsequent drift 0.0% Up to 20 sessions

Management maintained full-year guidance. The supplied analysis does not identify a quantitative change to the outlook.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Bally’s going-concern filing and Chicago construction delays could affect project economics, tenant credit, or cash-flow timing.
  • Capital-market volatility and higher cap rates could increase funding costs and compress acquisition returns.
  • State gaming and sports-betting policy changes could affect development opportunities and tenant performance.
  • Future transactions depend on preserving balance-sheet capacity and access to attractively priced capital.

Questions analysts left open

  • Bally’s Chicago construction delays and the tenant’s going-concern language could affect rent coverage, credit risk, and cash-flow timing.
  • Higher cap rates and volatile debt and equity markets may raise financing costs and reduce acquisition attractiveness.
  • The Prologis joint venture and future dry-powder capacity remain important tests of GLPI’s capital-allocation flexibility.

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Recent GLPI quarters

All GLPI earnings
-1.3%FY2026 Q3+0.2%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.