Jun 30, 2022

GLPI Q2 2022 Earnings Report

Announced financial results for the quarter ended June 30, 2022 and initiated 2022 full year AFFO guidance.

Key Takeaways

Gaming and Leisure Properties, Inc. reported record second-quarter results driven by strategic portfolio expansion and diversification, while carefully managing capital structure and cost of capital. The company completed the acquisition of land and real estate assets of Bally’s Corporation’s three casinos in Black Hawk, CO, and Bally’s Quad Cities Casino & Hotel in Rock Island, IL, for $150 million. GLPI also agreed to acquire the real estate of Bally’s two Rhode Island casino properties for $1.0 billion, further expanding their relationship with Bally's.

GLPI reported record second quarter results, highlighting the value of strategic and accretive portfolio expansion.

Completed the acquisition of Bally’s Corporation’s three casinos in Black Hawk, CO, and Bally’s Quad Cities Casino & Hotel in Rock Island, IL for $150 million.

Expanded relationship with Bally’s and agreed to acquire the real estate of Bally’s two Rhode Island casino properties for $1.0 billion.

GLPI remains well positioned to deliver record results as they further expand and diversify their portfolio and benefit from recently completed transactions and rent escalators.

Total Revenue
$327M
Previous year: $318M
+2.8%
EPS
$0.91
Previous year: $0.87
+4.6%
Adjusted EBITDA
$308M
Previous year: $276M
+11.4%
Funds from Operations
$215M
Previous year: $195M
+10.4%
Adjusted Funds From Ops
$232M
Previous year: $204M
+13.6%
Gross Profit
$315M
Previous year: $287M
+9.6%
Cash and Equivalents
$6.29M
Previous year: $148M
-95.7%
Total Assets
$10.7B
Previous year: $9.1B
+17.1%

GLPI

GLPI

Forward Guidance

The Company estimates AFFO for the year ending December 31, 2022 will be between $908 million and $920 million, or between $3.50 and $3.54 per diluted share and OP units.

Positive Outlook

  • The guidance does not include the impact on operating results from any pending or possible future acquisitions or dispositions (other than Tropicana Las Vegas which is scheduled to close in the second half of 2022), future capital markets activity, or other future non-recurring transactions.
  • The weighted average shares for the guidance reflects the issuance of 7,935,000 shares of common stock that was issued on July 1, 2022.
  • The guidance takes into consideration the current interest rate environment and an anticipated rise in the Company's weighted average cost of capital.
  • The guidance assumes there will be no material changes in applicable legislation.
  • The guidance assumes there will be no material changes in regulatory environment, world events, weather, recent consumer trends, economic conditions, oil prices, competitive landscape or other circumstances beyond our control that may adversely affect the Company's results of operations.