Key events, in time order
Sales up 29.9%, adj. EBITDA up 44.9%, margin expansion
Q2 EPS of $1.93 beat estimates, revenue also beat, up from $1.87 a year ago
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Boyd Gaming runs casinos and online gambling across the US and Canada, like a chain of local Vegas-style betting halls plus a digital arm.
Revenue came to USD 4.09B in 2025, with net income of USD 1.84B (net margin 45%). Casino operations drive most sales; online gaming adds recurring revenue.
Boyd holds gaming licenses and prime Las Vegas properties, but regional competition from Caesars and Penn Entertainment pressures pricing. Moat eroding as online rivals like DraftKings expand.
