earnings
confidence high
sentiment positive
materiality 0.80
GLPI Q2 2026: record revenue $430.5M, AFFO $304.0M; raises 2026 AFFO guidance midpoint
Gaming & Leisure Properties, Inc.
2026-Q2 EPS
reported $1.62
vs consensus $0.82
▲ beat
(+96.6%)
- Total revenue $430.5M (+9.0% YoY), net income $234.9M ($0.80 EPS), AFFO $304.0M ($1.03/share).
- Quarterly dividend raised to $0.82/share (+5.1% from $0.78), annualized yield 7.4%.
- 2026 AFFO guidance raised to $4.10-$4.12 per share (midpoint $4.11) from $4.08-$4.12.
- Funded $216.3M to complete PENN Aurora project at 7.75% cap; exercised $700M Bally's Lincoln acquisition at 8.0% cap.
- Development pipeline $2.02B total commitments; leverage 4.8x net debt/EBITDA below target.