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Gaming and Leisure Properties, Inc. 10-Q Filings

GLPI NASDAQ

Every 10-Q that Gaming and Leisure Properties, Inc. (GLPI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-Q covers the quarterly report filed between annual reports, so if you follow GLPI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full GLPI filings page.

Rhea-AI Summary

Gaming and Leisure Properties, Inc. generated higher earnings in the second quarter of 2026, with total income from real estate of $430,519 (in thousands) and net income attributable to common shareholders of $228,416 (in thousands), or $0.80 diluted EPS, compared with $151,439 (in thousands), or $0.54, a year earlier. For the first six months, net income to common shareholders was $460,245 (in thousands) on $850,504 (in thousands) of real estate income. Results reflected increased rental and loan interest income and a shift to a $7,157 (in thousands) credit-loss benefit versus a $92,974 (in thousands) provision in the prior-year period.

Total assets rose to $14,155,215 (in thousands), including $9,558,270 (in thousands) of real estate investments, while long-term debt, net, increased to $8,077,741 (in thousands). Operating cash flow for the first half was $619,831 (in thousands), supporting common dividends of $0.78 and $0.82 per share. GLPI continued to expand and finance its portfolio of 71 gaming and related facilities through acquisitions such as Bally’s Lincoln, large development funding for Bally’s Chicago and Virginia Live!, amended loans including the Rockford facility, and new debt and equity issuance, including 7,589,487 shares sold for $351,000 (in thousands) under its at-the-market program.

Rhea-AI Summary

Gaming and Leisure Properties, Inc. reported stronger Q1 2026 results, driven by rental growth and new investments. Total income from real estate reached $419.985 million, compared with $395.235 million a year earlier. Net income attributable to common shareholders was $231.829 million, versus $165.184 million, and diluted EPS was $0.82 versus $0.60.

The company continued to expand its portfolio, lifting real estate investments, net, to $9.224584 billion and growing real estate loans, net, to $299.709 million. Operating cash flow was a solid $270.229 million, supporting a quarterly dividend of $0.78 per share while funding large development projects.

To finance growth, long-term debt rose to $8.159863 billion, including a new $679 million term loan and $800 million of 5.625% senior notes due 2036. GLPI also has significant committed funding for projects such as Bally’s Chicago and Live! Virginia, which are expected to add future rent once fully built and operating.

Rhea-AI Summary

Gaming and Leisure Properties (GLPI) reported higher Q3 2025 results. Total income from real estate was $397.6M, up from $385.3M. Net income attributable to common shareholders rose to $241.2M from $184.7M, with diluted EPS of $0.85 vs $0.67. A $37.4M benefit for credit losses and slightly lower interest expense supported earnings.

Year-to-date, operating cash flow reached $786.2M. Cash and cash equivalents were $751.7M, and long‑term debt, net, declined to $7.20B from $7.74B. Shares outstanding were 283,008,342 as of September 30, 2025.

GLPI advanced $130M at a 7.75% cap rate for PENN’s Joliet relocation and outlined additional PENN projects, including a requested $150M for M Resort and an anticipated $225M for Aurora. It committed up to $940M for Bally’s Chicago (no funding as of quarter‑end), added Sunland Park for $183.75M increasing annual rent by $15.0M, and announced an 8.0% cap rate plan for Live! Virginia (land $27M and development funding $440M). The Rockford loan had $150M outstanding at 8%, and the Ione loan had $39.3M outstanding.