Stock Markets February 5, 2026

MGM Resorts Tops Profit Estimates as Digital Sports Betting Offsets Resort Weakness

Strong growth in MGM Digital and sports wagering lifts adjusted EPS despite a drop in Las Vegas lodging revenue

By Jordan Park MGM
MGM Resorts Tops Profit Estimates as Digital Sports Betting Offsets Resort Weakness
MGM

MGM Resorts International reported fourth-quarter adjusted earnings that exceeded Wall Street expectations, paced by robust growth in its online gaming and sports-betting operations. The company posted higher total revenue than analysts anticipated, while traditional resort revenue in Las Vegas fell amid lower room rates and occupancy.

Key Points

  • MGM reported total revenue of $4.6 billion for the quarter ended December 31, above the LSEG analysts' average estimate of $4.44 billion.
  • Revenue from MGM Digital grew 34.6% year-over-year to $188.24 million, supporting quarterly adjusted EPS of $1.60.
  • Lodging revenue in Las Vegas fell nearly 9% year-over-year, while retail and entertainment revenue declined more than 4% and food and beverage sales were flat.

Feb 5 - MGM Resorts International posted fourth-quarter results that beat analyst forecasts, propelled by healthy gains in its online sports-betting and broader digital gaming portfolio. The company reported total revenue of $4.6 billion for the quarter ended December 31, outpacing the analysts' average estimate of $4.44 billion compiled by LSEG.

Digital segment drives upside

MGM said revenue from MGM Digital - its online gaming business that includes iGaming, digital slots, table games, live dealer products and online sports betting - rose 34.6% year-over-year to $188.24 million. That growth in the digital channel helped lift the company’s quarterly adjusted earnings per share to $1.60.

Profit and expectations

The company’s adjusted per-share profit of $1.60 compared with 45 cents in the fourth quarter on 2024. Analysts had, on average, expected 57 cents per share.

Resort revenue softens

Despite the digital momentum, MGM reported that lodging revenue at its Las Vegas resorts dropped nearly 9% in the fourth quarter, a decline the company attributed to lower room pricing and reduced occupancy. Properties in Las Vegas named among the company’s portfolio include The Cosmopolitan, Aria and MGM Grand Las Vegas.

Revenue from retail and entertainment services also slipped, falling more than 4% year-over-year in the period. Food and beverage sales held steady, recording flat performance compared with the prior year. MGM notes that, typically, more than half of net revenue at its Las Vegas resorts is sourced from non-gaming operations, underscoring the importance of those businesses to overall resort profitability.

Sports betting outlook and pressures

The company highlighted that sports betting in the United States has been gaining traction, supported by broader state-level legalization and significant marketing spend by major operators. At the same time, MGM acknowledged the sector faces heightened regulatory scrutiny and taxation pressures.

Investor tools and stock evaluation

The company’s results and digital performance feed into ongoing efforts by some third-party analytics tools to evaluate MGM and peers across many financial metrics, identifying opportunities based on fundamentals, momentum and valuation.


This report presents MGM’s quarter-to-quarter financial picture with emphasis on digital expansion and the simultaneous headwinds in Las Vegas resort operations.

Risks

  • Regulatory scrutiny and taxation pressures on the U.S. sports-betting sector could affect margins and growth in the digital gaming market - impacting the gaming and financial sectors.
  • Lower room rates and occupancy in Las Vegas resorts contributed to a nearly 9% decline in lodging revenue, posing risks to hospitality operators and related consumer discretionary sectors.
  • Declines in retail and entertainment services revenue (more than 4% year-over-year) highlight vulnerabilities in non-gaming resort revenue streams that support overall profitability.

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