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MGM Resorts Q4 Earnings & Revenues Top Estimates, Rise Y/Y

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Key Takeaways

  • MGM posted Q4 EPS of $1.60 and revenues of $4.61B, both topping estimates and rising year over year.
  • MGM China drove growth as Q4 revenues rose 21% and EBITDAR hit a record $332M on strong premium-mass demand.
  • MGM Digital revenues climbed to $188M in Q4, with EBITDAR loss narrowing to about $7M from last year.

MGM Resorts International (MGM - Free Report) reported fourth-quarter 2025 results, with earnings and revenues surpassing the Zacks Consensus Estimate. On a year-over-year basis, both the top and bottom lines increased.

MGM Resorts’ fourth-quarter results were supported by solid performance across several business segments, particularly Macau, digital operations and regional casinos. MGM China remained a key growth driver, with segment-adjusted EBITDAR reaching record levels, supported by strong premium-mass customer demand and market-share gains. Results also benefited from an improved convention mix in Las Vegas, the completion of the MGM Grand room renovation late in the quarter, favorable table-game hold and continued cost-efficiency gains driven by technology adoption.

However, Las Vegas performance remained under pressure, reflecting the lingering impact of renovation-related room disruptions throughout much of 2025 and softer spending trends among value-oriented customers, particularly at Luxor and Excalibur.

Shares of MGM lost 0.8% after trading hours yesterday.

MGM’s Q4 Earnings & Revenue Details

MGM Resorts reported earnings per share (EPS) of $1.60, surpassing the Zacks Consensus Estimate of 64 cents by 150%. In the prior-year quarter, it reported an adjusted EPS of 45 cents.

MGM Resorts International Price, Consensus and EPS Surprise

MGM Resorts International Price, Consensus and EPS Surprise

MGM Resorts International price-consensus-eps-surprise-chart | MGM Resorts International Quote

 
Quarterly revenues of $4.61 billion topped the consensus mark of $4.44 billion by 3.6%. The top line increased 5.9% on a year-over-year basis. The upside was backed by strong contributions from MGM China, Regional Operations and MGM Digital.
 
In the fourth quarter, consolidated adjusted EBITDA increased 20.2% year over year to $635.3 million.

MGM China

During the fourth quarter, MGM China's net revenues increased 21% year over year to $1.2 billion. The upside was primarily driven by higher casino revenues, stemming from an increase in the main floor table games drop year over year. MGM China casino revenues were up 23% year over year to $1.1 billion.
 
MGM China's adjusted property earnings before interest, taxes, depreciation, amortization and restructuring or rent costs (EBITDAR) amounted to $332 million, up from $255 million reported in the prior-year quarter.

Domestic Operations

Net revenues at Las Vegas Strip Resorts were $2.2 billion, down 3% year over year. The decrease was caused by a room remodel as well as a decrease in RevPAR. Adjusted property EBITDAR declined 4% year over year to $735 million. Casino revenues were $569 million, up 13% year over year.
 
Net revenues from Regional Operations totaled $950 million, up from $932 million reported in the prior-year quarter. The upside was primarily driven by an increase in casino revenues, supported by higher table games drop and slot handle. Adjusted property EBITDAR was approximately $280 million, down from $281 million reported in the prior-year quarter.
 
Net revenues from MGM Digital totaled $188 million, up from $140 million reported in the prior-year quarter. The rise was primarily driven by continued momentum across the various geographies. Adjusted property EBITDAR loss was approximately $7 million compared with $22 million reported in the prior-year quarter.

MGM’s 2025 Highlights

Revenues for 2025 came in at $17.5 billion compared with $17.2 billion reported in 2024. 

Adjusted EBITDA in 2025 came in at $2.43 billion compared with $2.41 billion reported in 2024.

In 2025, adjusted EPS came in at $3.31 compared with $2.59 reported in the previous year.

MGM’s Balance Sheet & Share Repurchase

MGM Resorts ended the fourth quarter with cash and cash equivalents of $2.1 billion compared with $2.42 billion at 2024-end. Long-term debt at the end of the quarter was $6.23 billion, down from $6.36 billion at 2024-end.
 
The company repurchased 15 million shares in the fourth quarter of 2025 and 37.5 million shares in 2025.

MGM’s Zacks Rank & Key Picks

MGM Resorts currently carries a Zacks Rank #4 (Sell).

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The Zacks Consensus Estimate for EDU’s fiscal 2026 sales and EPS implies growth of 12% and 17.7%, respectively, from the year-ago levels.

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The Zacks Consensus Estimate for Trip.com Group’s fiscal 2026 sales indicates growth of 14.1%, while the same for EPS implies a decline of 37.7% from the year-ago levels.

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