-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。CZRは、2026年第1四半期の純収益が28億7,000万ドル(前年同期比2.7%増)となり、純損失は前年同期の1億1,500万ドルから9,800万ドルに縮小しました。調整後EBITDAは8億8,700万ドル(0.3%増)で横ばいでした。デジタル部門は、売上高3億7,400万ドル(11.6%増)、EBITDA6,900万ドル(60.5%増)と過去最高の第1四半期業績を達成し、強力な事業レバレッジが主要な成長要因であることを示しています。5,400万ドルで買収したシーザーズ・ウィンザーの事業は、20年間の運営契約に基づき、リージョナルポートフォリオに加わりました。経営陣は、継続的な事業成長、現金支払利息の減少、設備投資の削減により、2026年には力強いフリーキャッシュフローを生み出すことができると確信しています。ラスベガスは収益が10億300万ドルで横ばい、稼働率が95.3%に達し、安定化の兆しを見せた一方、リージョナルは収益が3.0%増の14億3000万ドルとなった。しかし、総負債額が119億ドル、営業利益が5億ドルで、利息費用5億6900万ドルを下回っていることから、引き続き債務返済能力に課題があることが懸念される。
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