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Jun 30, 2021

GLPI Q2 2021 Earnings Report

Announced record financial results for the second quarter of 2021.

Key Takeaways

Gaming and Leisure Properties, Inc. reported record second quarter results, highlighting the resilience of regional gaming markets and the company's high-quality tenant roster. The company capitalized on growth opportunities and returned capital to shareholders through stock and cash dividends.

All of GLPI's 50 properties are open to the public.

Expanded relationship with Bally's Corporation to acquire real estate assets of Bally's casino properties in Rock Island, Illinois and Black Hawk, Colorado for $150 million.

Bally's agreed to acquire both GLPI’s non-land real estate assets and Penn National Gaming, Inc.’s outstanding equity interests in Tropicana Las Vegas Hotel and Casino, Inc. for $150 million.

Penn exercised its option to acquire the operations of Hollywood Casino Perryville for $31.1 million in cash.

Total Revenue
$318M
Previous year: $262M
+21.3%
EPS
$0.87
Previous year: $0.84
+3.6%
Adjusted EBITDA
$276M
Previous year: $247M
+11.9%
Funds from Operations
$195M
Previous year: $167M
+16.9%
Adjusted Funds From Ops
$204M
Previous year: $181M
+12.9%
Gross Profit
$287M
Previous year: $251M
+14.3%
Cash and Equivalents
$148M
Previous year: $74.1M
+99.3%
Total Assets
$9.1B
Previous year: $8.67B
+5.0%

GLPI

GLPI

Forward Guidance

GLPI expects to continue to invest in existing and new tenant relationships by sourcing portfolio enhancing, accretive growth opportunities, which will extend its long track record of value creation for shareholders.

Positive Outlook

  • GLPI remains well positioned to deliver record results.
  • Further expand and diversify portfolio.
  • Benefit from the continued strength in regional gaming markets.
  • Full rent escalators were achieved with respect to the Amended Pinnacle Master Lease, the Boyd Master Lease and the Belterra Park Lease, which increased annualized rent by $6.1 million.
  • Expect to achieve a full rent escalation with respect to the Penn Master Lease in the fourth quarter that would increase annualized rent by $5.6 million.