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Quarterly ResultMay 6, 2026, 04:58 PM

Light & Wonder Q1 Revenue $790M, AEBITDA $327M

AI Summary

Light & Wonder reported a solid start to 2026 with consolidated revenue growing 2% to $790 million and consolidated AEBITDA increasing 5% to $327 million. Net income, however, decreased 37% to $52 million, primarily due to a $50 million legal reserve contingency. The company demonstrated strong cash flow generation, with Adjusted Free Cash Flow up 86% to $207 million, and continued its share repurchase program, returning $22 million to shareholders in the quarter.

Key Highlights

  • Consolidated revenue grew 2% year-over-year to $790 million.
  • Net income decreased 37% year-over-year to $52 million, impacted by $50 million in legal reserves.
  • Consolidated AEBITDA increased 5% to $327 million.
  • Adjusted Free Cash Flow surged 86% year-over-year to $207 million.
  • Gaming revenue increased 3% to $512 million, driven by Gaming operations (+38%) and Table Products (+24%).
  • iGaming revenue grew 18% to $91 million, with AEBITDA up 22%.
  • Repurchased $22 million of CDIs, totaling $1.9 billion since March 2022.
  • Net debt leverage ratio was 3.5x as of March 31, 2026, within the target range.
LAWIL
Light & Wonder, Inc.

Price Impact