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Dec 31, 2023

Churchill Downs Q4 2023 Earnings Report

Churchill Downs reported record revenue and Adjusted EBITDA, driven by strategic acquisitions and growth in live and historical racing, TwinSpires, and gaming segments.

Key Takeaways

Churchill Downs Incorporated (CDI) reported record 2023 net revenue of $2.5 billion, up 36% compared to the prior year. Net income was $417 million, down 5% compared to the prior year. Adjusted EBITDA reached a record $1.0 billion, up 34% compared to the prior year. The company successfully ran the 149th Kentucky Derby, generating record Derby Week all-sources handle and contribution to Adjusted EBITDA.

Record 2023 net revenue of $2.5 billion, up 36% compared to $1.8 billion in the prior year.

2023 net income of $417 million, down 5% compared to $439 million in the prior year.

Record 2023 Adjusted EBITDA of $1.0 billion, up 34% compared to $0.8 billion in the prior year.

Completed the acquisition of Exacta Systems, LLC on August 22, 2023.

Total Revenue
$561M
Previous year: $480M
+16.9%
EPS
$0.86
Previous year: $0.73
+17.8%
Adjusted EBITDA
$219M
Previous year: $181M
+21.3%
Gross Profit
$161M
Previous year: $131M
+22.6%
Cash and Equivalents
$222M
Previous year: $130M
+70.9%
Free Cash Flow
-$71.9M
Total Assets
$6.96B
Previous year: $6.21B
+12.1%

Churchill Downs

Churchill Downs

Churchill Downs Revenue by Segment

Forward Guidance

The Company expects its project capital to be approximately $450 to $550 million in 2024.

Revenue & Expenses

Visualization of income flow from segment revenue to net income