-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下:PENN Entertainment公布2026年第一季度调整后每股收益为0.11美元,而上年同期每股亏损0.25美元,与市场预期一致,反映出数字业务的显著改善以及重组战略的持续执行。互动业务板块迎来重要转折点,调整后EBITDAR亏损大幅收窄至2026年第一季度的1080万美元,而2025年第一季度为8900万美元;互动业务收入增长23.5%至3.583亿美元,其中包括1.858亿美元的税收抵免。零售业务保持韧性,合并后的调整后EBITDAR收入为4.714亿美元,利润率高达33.2%,其中西部业务板块收入增长12.4%,表现强劲。公司正积极执行其战略计划,在优化企业运营成本的同时,推动零售和互动娱乐业务的增长。位于好莱坞、哥伦布和奥罗拉的新项目将于6月开业。我们相信,凭借稳定的零售现金流和即将实现盈利的互动娱乐业务,PENN已做好充分准备,继续推进去杠杆化进程。
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