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Gaming and Leisure Properties (GLPI) investor relations material
Gaming and Leisure Properties Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary31 Oct, 2025
Executive summary
Achieved record third quarter 2025 results with revenue, AFFO, and Adjusted EBITDA at all-time highs, driven by tenant diversification, recent acquisitions, and escalators.
Owns 68 properties across 20 states with a $20 billion enterprise value and 15,500 hotel rooms as of September 30, 2025.
Over $3 billion in announced transaction activity in the pipeline, with funding flexibility and a preference for debt financing given current equity valuation.
Significant progress in Chicago and Las Vegas development projects, with positive developments in partnerships, especially with Bally's.
Lease coverage ratios remain robust, with five major tenants (97% of cash rent) all above 1.8x.
Financial highlights
Q3 2025 total revenue rose 3.2% year-over-year to $397.6 million; AFFO increased 5.1% to $282.0 million; Adjusted EBITDA up 5.8% to $366.4 million.
Net income for Q3 2025 was $248.5 million, up from $190.1 million in Q3 2024.
Operating expenses for Q3 2025 decreased by $53.5 million, mainly due to a $65.0 million decline in provision for credit losses.
Issued $1.3 billion in new bonds and redeemed $975 million in 2026 maturities, raising over $680 million for development and acquisitions.
Quarterly dividend per share was $0.78 in Q3 2025.
Outlook and guidance
Full-year 2025 AFFO guidance increased to $1.115–$1.118 billion, or $3.86–$3.88 per diluted share, reflecting a slight increase from prior guidance.
Guidance includes impacts from Joliet and M Resort financings and $280 million in current development projects.
Management expects cash from operations, cash on hand, and available credit to be sufficient for debt service, funding commitments, capital expenditures, and dividends for the next 12 months and beyond.
Optionality to fund future commitments with current balance sheet and free cash flow.
Explain the Caesars Sonoma financing structure
How did recent capital raise impact cost of capital?
Identify leases with escalator coverage governors
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Next Gaming and Leisure Properties earnings date
Q4 202520 Feb, 2026
Next Gaming and Leisure Properties earnings date
Q4 202520 Feb, 2026
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Frequently asked questions
Gaming and Leisure Properties Inc is a real estate investment trust focused on owning properties leased to gaming operators. The company’s portfolio includes regional casino properties and related real estate, which are leased under long-term, triple-net agreements to tenants in the gaming industry. It generates revenue primarily through rental income and focuses on acquisitions and structured transactions. The company is headquartered in Wyomissing, Pennsylvania, and its shares are listed on the NASDAQ.
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