Churchill Downs(CHDN)二季度实现收入 9.8亿美元 同比增幅5%

金吾财讯
Jul 30

金吾财讯 | Churchill Downs(CHDN)披露第二季度经营数据,核心财务指标实现同比上行,同时公布重要股权收购计划,消息带动个股周四盘前交易上涨1.4%。公司当期实现创纪录收入9.8亿美元,同比增幅5%;季度净利润2.41亿美元,同比提升11%,调整后EBITDA增长6%,达到4.77亿美元,刷新历史记录。本季度非GAAP每股收益3.45美元,高于市场共识0.02美元,较去年同期3.10美元实现明显增长。业绩增长主要依托肯塔基德比赛事拉动,该项赛事创造德比周调整后EBITDA历史新高,全渠道投注量刷新纪录,峰值观众数量达到2440万。纽约、印第安纳、马里兰地区博彩业务稳健发力,推动板块收入与盈利水平同步改善。财务层面,公司本季度净银行杠杆率维持3.7倍。业务扩张方面,丘吉尔唐斯宣布和纽约赛马协会达成合作协议,收购联合托特公司49%股份。UnitedTote主营赛马投注系统研发运营,能够为赛马场、场外投注渠道提供投注汇总、奖金核算、数据展示等一体化服务,本次股权收购将进一步完善企业投注基础设施布局。投行层面,杰斐瑞分析师大卫卡茨对此做出解读,认为超预期的季度业绩、区域赌场战略评估以及本次收购消息,对于股价构成适度利好。机构同时指出,肯塔基德比业务、相关资产持续扩张以及资产处置落地节奏,仍是决定公司后续股价走势的核心驱动因素。市场后续将持续跟踪本次收购整合进度、各地博彩监管政策变化以及重大赛事的持续运营表现。

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