Light & Wonder Résultats passés
Passé contrôle des critères 1/6
Light & Wonder a connu une croissance annuelle moyenne de ses bénéfices de 68.7%, tandis que le secteur Hospitality a vu ses bénéfices augmenter de en hausse à 33.9% par an. Les revenus ont augmenté de en hausse à un taux moyen de 12.2% par an. Le rendement des capitaux propres de Light & Wonder est 79.1% et ses marges nettes sont de 7.4%.
Informations clés
68.72%
Taux de croissance des bénéfices
68.93%
Taux de croissance du BPA
| Hospitality Croissance de l'industrie | 19.52% |
| Taux de croissance des recettes | 12.22% |
| Rendement des fonds propres | 79.10% |
| Marge nette | 7.39% |
| Dernière mise à jour des bénéfices | 31 Mar 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • May 08
LNWO: Index Additions And Litigation Settlement Will Support Future Upside Potential
Analysts have trimmed their price target on Light & Wonder to about $126 from roughly $129, reflecting updated assumptions for a slightly higher discount rate, more moderate revenue growth and margins, and a lower future P/E multiple. They are still highlighting recent upgrades and fresh Outperform coverage that cite progress on litigation resolution and positioning in higher value gaming segments.
Mise à jour du récit • Apr 21
LNWO: ASX Listing And Legal Resolution Will Support Future Share Gains
Analysts have trimmed their price target for Light & Wonder from about $102.09 to $98.68, citing slightly softer revenue growth assumptions, modestly better margin expectations, and a lower future P/E. They are still highlighting recent legal resolution and the ASX primary listing as key supports for potential share gains.Mise à jour du récit • Apr 07
LNWO: ASX Listing Cleanup Will Support Future Gaming Share Gains
Analysts have trimmed their fair value estimate for Light & Wonder by about $0.48 per share to roughly $102.09. This reflects slightly higher discount rate assumptions alongside modestly firmer views on revenue growth, profit margins and future P/E, supported by recent bullish initiations that highlight the company as well positioned in resilient gaming segments and attractively priced.Mise à jour du récit • Mar 24
LNWO: ASX Primary Listing And Index Inclusions Will Support Future Upside
Analysts have trimmed their fair value estimate for Light & Wonder from about $104.15 to $102.57, citing slightly higher discount rate assumptions. They continue to highlight recent research support regarding the company’s positioning in higher value gaming segments and its shift to an ASX listing.Mise à jour du récit • Mar 10
LNWO: ASX Listing And Litigation Resolution Will Support Future Upside
Analysts have nudged their fair value estimate for Light & Wonder higher from about $100.76 to $104.15, citing recent litigation resolution, the shift to a sole ASX listing, and expectations for share gains in higher value gaming segments as key supports for the updated price target narrative. Analyst Commentary Recent research has put a spotlight on how Light & Wonder is being framed by the market after the Dragon Train litigation settlement and the move to a sole primary ASX listing.
Mise à jour du récit • Feb 24
LNWO: Litigation Resolution And ASX Listing Will Refocus Attention On Higher Value Segments
The analyst price target for Light & Wonder has shifted from about $172.26 to roughly $173.56, as analysts cite the recent resolution of litigation, the transition to a sole primary ASX listing, and perceived potential for share gains in higher value gaming segments as key supports for their updated view. Analyst Commentary Recent research coverage on Light & Wonder has centered on valuation, the clean-up of legacy overhangs, and the company’s positioning in higher value gaming segments.Mise à jour du récit • Feb 08
LNWO: Bullish View Will Focus On Sector Repositioning Versus Key Peer
Analysts have raised their price target on Light & Wonder from US$144.00 to about US$172.26, citing updated assumptions on growth, profitability and valuation after recent Street research, including a relatively more positive sector view compared with peers. Analyst Commentary Bullish analysts have framed the new price target of about US$172.26 as part of a more constructive view on Light & Wonder relative to sector peers, even as other companies in the same space have seen less favorable target changes.Mise à jour du récit • Jan 25
LNWO: Litigation Resolution And Buyback Program Will Support Stronger Future Returns
Analysts have lifted their price target for Light & Wonder to about $129 from roughly $116, citing small adjustments in their models related to fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Light & Wonder agreed to settle litigation with Aristocrat Leisure, with Light & Wonder to pay US$127.5 million, cease commercialization of its Dragon Train and Jewel of the Dragon games globally, remove existing installations where possible, and destroy materials related to Aristocrat math information, while all claims in Australia and the United States will be dismissed (Key Developments).Mise à jour du récit • Jan 11
LNWO: ASX Move And Buybacks Will Shape A Measured Outlook
Analysts have lifted their price target on Light & Wonder from about US$80 to roughly US$100.76, citing model updates that factor in slightly adjusted discount rates, modestly different revenue growth and profit margin assumptions, as well as a higher forward P/E multiple. What's in the News Light & Wonder plans to delist its common stock from Nasdaq and move to a sole primary listing on the ASX.Mise à jour du récit • Dec 17
LNWO: Expanded Buyback And ASX Move Will Support Stronger Future Returns
Analysts have raised their price target on Light & Wonder slightly, from approximately 116 dollars to 116.34 dollars, citing marginal improvements in fair value estimates driven by higher assumed discount rates and a modestly richer future earnings multiple. What's in the News The Board of Directors authorizes a new share buyback plan, signaling continued commitment to returning capital to shareholders (company announcement).Mise à jour du récit • Dec 03
LNWO: Expanded Buyback Program Will Drive Stronger Future Shareholder Returns
Analysts have raised their price target for Light & Wonder by approximately 10 percent to reflect slightly faster expected revenue growth, a modestly lower discount rate, and a higher anticipated future P/E multiple, partially offset by a marginally softer profit margin outlook. What's in the News The board authorizes a new share buyback plan, alongside a substantial repurchase program of up to 80,234,110 shares valid through June 11, 2027 (company announcement).Mise à jour du récit • Nov 19
LNWO: New Share Buyback Plan Will Unlock Further Shareholder Value
Analysts have adjusted their price target for Light & Wonder slightly downward from $105.85 to $105.73. They cite minor changes in revenue growth forecasts and discount rates, while also noting improved profit margins in their updated assessment.Mise à jour du récit • Nov 05
LNW: Free Cash Flow Trends Will Shape Coming Earnings Performance
Light & Wonder's analyst price target was revised downward to $105.85 from $106.55, as analysts cite increased challenges to meeting core EBITDA targets along with concerns over future cash flow and leverage. Analyst Commentary Bullish Takeaways The revised fiscal 2025 EBITDA guidance points to growth, particularly with the inclusion of Grover.Mise à jour du récit • Oct 22
Analysts Reassess Light and Wonder Price Target Amid Growth Uncertainty and Valuation Shifts
Analysts have lowered their price target for Light & Wonder from $108 to $95. They cite uncertainty around core business growth and future cash flow challenges as key factors influencing their revised outlook.Article d’analyse • Sep 10
Light & Wonder, Inc. (NASDAQ:LNW) Shares Could Be 44% Below Their Intrinsic Value Estimate
Key Insights Light & Wonder's estimated fair value is US$158 based on 2 Stage Free Cash Flow to Equity Light & Wonder's...Mise à jour du récit • Sep 04
Legalization And Digital Transformation Will Expand iGaming Opportunities
Light & Wonder’s unchanged consensus price target of $108.36 reflects a balance of bearish concerns over the achievability of revised EBITDA targets and free cash flow headwinds, offset by bullish confidence in the core business and limited legal risk from ongoing litigation. Analyst Commentary Bearish analysts lowered their price targets due to concerns that Light & Wonder’s revised fiscal 2025 EBITDA guidance now includes Grover, making it more difficult to achieve the company’s original $1.4B EBITDA target.Article d’analyse • Aug 27
Investors Still Waiting For A Pull Back In Light & Wonder, Inc. (NASDAQ:LNW)
With a price-to-earnings (or "P/E") ratio of 22.6x Light & Wonder, Inc. ( NASDAQ:LNW ) may be sending bearish signals...Seeking Alpha • Aug 05
Post-COVID Tailwinds Exhausted: Why Light & Wonder Faces A Ceiling On Growth
Summary Light & Wonder's growth is constrained by industry saturation, limited pricing power, and cannibalization, making future top-line expansion challenging. iGaming offers the most promising growth, but its small size and reliance on state legalization limit its impact on overall company performance. Recent acquisitions, including Grover, are unlikely to drive significant synergies or growth, as market optimism appears overblown. My valuation implies a 17% downside from current levels, supporting a sell rating due to capped growth and macroeconomic headwinds. Read the full article on Seeking AlphaArticle d’analyse • Jul 29
Is It Time To Consider Buying Light & Wonder, Inc. (NASDAQ:LNW)?
While Light & Wonder, Inc. ( NASDAQ:LNW ) might not have the largest market cap around , it led the NASDAQGS gainers...Article d’analyse • Jun 27
We Ran A Stock Scan For Earnings Growth And Light & Wonder (NASDAQ:LNW) Passed With Ease
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Seeking Alpha • Mar 31
Light & Wonder: A Bargain At First Glance, But Trades Above Peers After 10% Drop
Summary Light & Wonder successfully turned around by selling lottery and sports betting divisions, reducing debt, and focusing on digital gaming, resulting in a 900% stock price increase. Post-restructuring, Light & Wonder's margins improved significantly, with gross margins jumping from 60% to 70% and EBIT margins from the early teens to the low twenties. Despite strong fundamentals and growth, Light & Wonder appears slightly overvalued compared to industry peers, suggesting a 'Hold' rating with a price target of $85. Future growth is expected from gaming, SciPlay, and iGaming segments, but current valuation warrants caution, recommending a buy at mid-to-low $80s and a sell above $100. Read the full article on Seeking AlphaSeeking Alpha • Jan 14
Light & Wonder: Buy On The Dip Story Is Now Even More Compelling At $85
Summary LNW is oversold, with segments all showing increases. Momentum slowing is real but a poor metric for some stocks. We remain bullish because the new business model is sound. Read the full article on Seeking AlphaSeeking Alpha • Nov 04
Light & Wonder: Legal Woes Ironically Could Make This A Strong Buy On The Dip Opportunity
Summary Light & Wonder faced a legal setback with an 18.8% share drop due to a copyright ruling against its Dragon Train slot machines. Despite the ruling, LNW management remains optimistic, projecting a 2025 AEBITDA of $1.4 billion and continuing their stock buyback program. LNW is converting 2,200 Dragon Train slots to new themes and introducing new games, with customers satisfied with the pace of conversion. The legal setback presents a buy-on-the-dip opportunity, with a potential short-term upside as LNW continues to recover from the initial impact. Read the full article on Seeking Alpha
Nouveau récit • Aug 25
Share Buybacks, Global Expansion, And iGaming Innovations Promise Robust Growth
Investment in R&D and innovation across both land-based and digital platforms, especially in the iGaming sector, indicates a forward-looking growth strategy.Seeking Alpha • Aug 20
Light & Wonder: How Far Can The Growth Momentum Last?
Summary Light & Wonder's growth momentum has continued across the company's segments. The land-based gaming segment's growth momentum looks to slow down with the industry's traffic stabilization and with eventually slowing industry investments. The SciPlay segment has pushed earnings up well through monetization, but the DAU trend in Q2 is worrying. While the overall earnings growth momentum stands at a good level, Light & Wonder's stock valuation is too tight. Read the full article on Seeking AlphaSeeking Alpha • Jun 07
Light & Wonder: Among First Movers In The Gaming Industry's AI Revolution
Summary Light & Wonder, Inc., a gaming equipment and systems maker, has seen a bullish stock performance following management reorganization and cost-cutting measures. Light & Wonder is recognized as a leader in AI applications in the gaming technology sector, particularly with its partnership with FLOWS. The integration of AI technology allows Light & Wonder to enhance its games and systems, reduce operational costs, and accelerate innovation and development. Read the full article on Seeking AlphaVentilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Light & Wonder gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 3,330 | 246 | 889 | 254 |
| 31 Dec 25 | 3,314 | 276 | 869 | 252 |
| 30 Sep 25 | 3,221 | 399 | 859 | 260 |
| 30 Jun 25 | 3,195 | 349 | 859 | 263 |
| 31 Mar 25 | 3,206 | 336 | 871 | 265 |
| 31 Dec 24 | 3,188 | 336 | 872 | 262 |
| 30 Sep 24 | 3,162 | 295 | 866 | 254 |
| 30 Jun 24 | 3,077 | 306 | 850 | 244 |
| 31 Mar 24 | 2,988 | 223 | 834 | 236 |
| 31 Dec 23 | 2,902 | 163 | 808 | 228 |
| 30 Sep 23 | 2,813 | 108 | 781 | 223 |
| 30 Jun 23 | 2,729 | 46 | 759 | 221 |
| 31 Mar 23 | 2,610 | -107 | 734 | 219 |
| 31 Dec 22 | 2,512 | -198 | 717 | 218 |
| 30 Sep 22 | 2,411 | -152 | 712 | 213 |
| 30 Jun 22 | 2,302 | -69 | 694 | 206 |
| 31 Mar 22 | 2,272 | 30 | 695 | 198 |
| 31 Dec 21 | 2,153 | 5 | 679 | 190 |
| 30 Sep 21 | 2,052 | -203 | 670 | 178 |
| 30 Jun 21 | 1,946 | -492 | 653 | 167 |
| 31 Mar 21 | 1,427 | -757 | 588 | 142 |
| 31 Dec 20 | 1,699 | -822 | 627 | 148 |
| 30 Sep 20 | 2,082 | -715 | 631 | 156 |
| 30 Jun 20 | 2,505 | -508 | 660 | 167 |
| 31 Mar 20 | 3,288 | -265 | 719 | 190 |
| 31 Dec 19 | 2,388 | -342 | 619 | 166 |
| 30 Sep 19 | 3,422 | 120 | 717 | 191 |
| 30 Jun 19 | 3,388 | -245 | 711 | 194 |
| 31 Mar 19 | 3,388 | -174 | 711 | 197 |
| 31 Dec 18 | 3,363 | -352 | 697 | 202 |
| 30 Sep 18 | 3,301 | -602 | 683 | 199 |
| 30 Jun 18 | 3,249 | -310 | 673 | 197 |
| 31 Mar 18 | 3,170 | -343 | 644 | 196 |
| 31 Dec 17 | 3,084 | -242 | 613 | 184 |
| 30 Sep 17 | 3,013 | -310 | 582 | 188 |
| 30 Jun 17 | 2,964 | -350 | 576 | 194 |
| 31 Mar 17 | 2,927 | -362 | 583 | 197 |
| 31 Dec 16 | 2,883 | -354 | 585 | 205 |
| 30 Sep 16 | 2,868 | -370 | 583 | 199 |
| 30 Jun 16 | 2,820 | -1,350 | 567 | 191 |
| 31 Mar 16 | 2,782 | -1,400 | 555 | 187 |
| 31 Dec 15 | 2,759 | -1,394 | 568 | 184 |
| 30 Sep 15 | 2,588 | -1,314 | 541 | 181 |
| 30 Jun 15 | 2,332 | -305 | 500 | 161 |
Des revenus de qualité: LNWO a un important ponctuel perte de $263.0M impactant ses 12 derniers mois de résultats financiers à 31st March, 2026.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de LNWO sont inférieures à celles de l'année dernière LNWO. (7.4%) sont inférieures à celles de l'année dernière (10.5%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: LNWO est devenue rentable au cours des 5 dernières années, augmentant ses bénéfices de 68.7% par an.
Accélération de la croissance: LNWO a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.
Bénéfices par rapport au secteur d'activité: LNWO a enregistré une croissance négative de ses bénéfices ( -26.8% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Hospitality ( 24.3% ).
Rendement des fonds propres
ROE élevé: Bien que le retour sur capitaux propres ( 79.1% ) de LNWO soit exceptionnel, cette mesure est faussée en raison de son niveau d'endettement élevé.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/20 04:36 |
| Cours de l'action en fin de journée | 2026/05/20 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Light & Wonder, Inc. est couverte par 34 analystes. 22 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Matthew Ryan | Barrenjoey Markets Pty Limited |
| Baxter Kirk | Bell Potter |
| Michael Hickey | Benchmark Company |