BYD earnings / call / takeaways
BYD Q3 FY26 earnings call: key takeaways
What BYD said on its earnings call of October 22, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.
By Lician·October 22, 2026·AI-generated from the call transcript and Lician data
- Boyd Gaming's third quarter adjusted EPS of $1.67 beat the $1.65 consensus estimate (6:22)
- The company reported revenue of $990.46 million, slightly below the $1.00 billion consensus
Results vs expectations
| Metric | Consensus | Reported | Result |
|---|---|---|---|
| EPS | $1.65 | $1.67 | beat |
| Revenue | $1.00B | $990.5M | miss |
EPS basis: Adjusted EPS, provider (EODHD); matches the company press release
The stock moved -0.8% over the report window (S&P 500 ETF -0.5%). Earnings history
What changed since last quarter
- Guidance for the online and managed segments remains unchanged, but the company indicated a bias towards the higher end of the previous ranges. (22:48)
- The company raised its capital expenditure guidance for the year to approximately $650 million, including $275 million for the Virginia casino resort development. (12:21)
- The company confirmed plans to complete the Orleans hotel remodel by the end of 2026 and the Suncoast hotel room renovations by Q1 2027. (8:00)
What analysts pressed on
- Whether the softness in destination business to Las Vegas will persist and impact future growth. (16:30)
- Concerns about the impact of elevated airfares and storms on the downtown Las Vegas segment. (35:19)
- Questions about the long-term sustainability of the Midwest and South segment's growth without the benefit of tax refunds. (42:09)
In their words
Read the full transcript with the AI summary, or listen on the company's official webcast.
Every past call in full and transcript search come with Lician Pro.
Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.