Brightstar Lottery PLC

NYSE:BRSL 株式レポート

時価総額:US$2.1b

Brightstar Lottery 過去の業績

過去 基準チェック /56

Brightstar Lotteryは、平均年間24.7%の収益成長を遂げていますが、 Hospitality業界の収益は、年間 成長しています。収益は、平均年間31.2% 12%収益成長率で 減少しています。 Brightstar Lotteryの自己資本利益率は9%であり、純利益率は2.3%です。

主要情報

24.67%

収益成長率

24.45%

EPS成長率

Hospitality 業界の成長19.52%
収益成長率-12.03%
株主資本利益率9.01%
ネット・マージン2.35%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブの更新 May 02

BRSL: Long Dated Contracts And Capital Returns Will Shape Future Share Repricing

Analysts have trimmed their Brightstar Lottery price targets by $1 to $20 in recent research, citing updated assumptions on long term revenue growth, profit margins, and future P/E levels. Analyst Commentary Recent price target revisions on Brightstar Lottery highlight a more cautious tone among bearish analysts, who are revisiting their assumptions on long term revenue growth, profitability, and the P/E level they are willing to apply to the stock.
ナラティブの更新 Apr 18

BRSL: Long Dated Contracts And Capital Returns Will Shape A Cautious Outlook

Analysts have trimmed their Brightstar Lottery price targets by $1, reflecting updated assumptions around slightly higher revenue expectations, a lower projected profit margin, and a higher future P/E multiple. Analyst Commentary Recent Street research around Brightstar Lottery reflects a more cautious tone, with bearish analysts trimming price targets and reassessing how much they are willing to pay for the stock relative to earnings and execution risks.
Seeking Alpha Apr 13

Don't Ignore Brightstar Lottery

Summary Brightstar Lottery has transformed into a pure-play lottery provider, focusing growth efforts on Italy after divesting non-lottery assets. BRSL’s €2.2 billion, 9-year Italy Lotto concession is now the company’s main growth driver and risk, with Italy representing the only recent revenue expansion. Dividend yield stands at a robust 7.51%, supported by stable cash flows and ongoing share buybacks, positioning BRSL as an attractive income stock. I rate BRSL a buy at current lows, viewing it as a resilient, contrarian ‘flight to safety’ play amid market uncertainty, with Italy Lotto performance as the key catalyst. Read the full article on Seeking Alpha
ナラティブの更新 Apr 03

BRSL: Long Term Contracts And Digital Exposure Will Support Future Re Rating

Brightstar Lottery's analyst price targets have edged down to a range of $17 to $20, as analysts factor in a lower profit margin outlook, alongside higher assumed revenue growth and a higher future P/E multiple. Analyst Commentary The latest Street research reflects a more cautious tone on Brightstar Lottery, but several bullish analysts still see room for upside within the new price target range of $17 to $20.
ナラティブの更新 Mar 20

BRSL: Long Term Lottery Contracts Will Support Future Confidence In The Shares

Narrative Update on Brightstar Lottery Analysts have reduced the fair value estimate for Brightstar Lottery from $30.00 to $22.00, reflecting updated assumptions for slower revenue growth, a higher discount rate, a lower future P/E multiple, and recent Street research price target cuts to $20 and $17. Analyst Commentary Recent Street research on Brightstar Lottery has centered on revised price targets that, while lower than before, still sit close to or above the new internal fair value estimate of $22.00.
ナラティブの更新 Mar 06

BRSL: Long Dated Contracts And Capital Returns Will Support Balanced Outlook

Brightstar Lottery's analyst price target has edged lower to $15.00 from $16.00, as analysts factor in higher assumed revenue growth and margins while applying a reduced future P/E multiple in line with recent cuts to Street targets across the gaming sector. Analyst Commentary Recent Street research around Brightstar Lottery has tilted more cautious, with several bearish analysts trimming their price targets even as they maintain constructive or neutral ratings.
ナラティブの更新 Feb 19

BRSL: Long-Term Lottery Contracts Will Support Constructive Outlook Despite Sector Headwinds

Brightstar Lottery's updated analyst price target now reflects a modest reset, with recent Street moves to $20 and $17 and small tweaks to revenue growth, profit margin, discount rate, and future P/E assumptions leading analysts to a slightly more cautious but still constructive stance on the shares. Analyst Commentary Recent commentary from bearish analysts points to a more cautious setup for Brightstar Lottery, even as the overall stance on the stock remains constructive.
ナラティブの更新 Feb 05

BRSL: Long-Term Lottery Contracts Will Support Resilient Outlook Despite Sector Uncertainty

Narrative Update on Brightstar Lottery Analysts have trimmed their Brightstar Lottery price target by $2 to $17, citing sector wide pressure on U.S. gaming stocks, uncertainty around a potential return to growth in Las Vegas, and a more cautious view on how prediction related risks could affect sentiment toward the shares. Analyst Commentary Bearish analysts are taking a more guarded stance on Brightstar Lottery heading into 2026, reflecting a mix of sector pressures, prediction related uncertainty, and questions about growth in key markets like Las Vegas.
ナラティブの更新 Jan 21

BRSL: Sector Caution Will Eventually Favor Cash Generative Lottery Fundamentals

Analysts have trimmed their Brightstar Lottery price target to $17 from $19, reflecting updated assumptions for higher discount rates, a different balance of revenue growth and profit margins, and sector wide caution around gaming and digital prediction trends. Analyst Commentary Bullish Takeaways Bullish analysts highlight that keeping a Hold rating alongside a lower US$17 target suggests current valuation already reflects a good portion of sector wide macro and prediction related risks.
ナラティブの更新 Jan 07

BRSL: Long-Term Lottery Contracts And Buybacks Will Support Balanced Outlook

Analysts have lifted their fair value estimate for Brightstar Lottery to US$16.00 from US$15.00, citing updated assumptions around discount rates, revenue trends, profit margins, and a higher future P/E multiple. What's in the News Subsidiary Brightstar Global Solutions signed a six year instant ticket printing and services contract with the California Lottery, giving the lottery access to Brightstar's full instant ticket content, patented print and design technology and support services after a competitive procurement (Client Announcements).
ナラティブの更新 Dec 20

BRSL: Jackpot Normalization Will Drive Multiple Expansion And Sustain Next Phase Of Upside

Analysts modestly lifted their Brightstar Lottery price target to about $20 per share from the prior $18 level, citing building estimate momentum, multiple growth vectors, and the potential for a valuation multiple re rating as organic growth accelerates. Analyst Commentary Bullish analysts highlight that the recent lift in the price target reflects growing confidence in Brightstar Lottery's ability to convert its robust pipeline and product portfolio into faster organic revenue growth, supporting a higher valuation framework over the medium term.
ナラティブの更新 Dec 06

BRSL: Jackpot Normalization Will Drive Multiple Expansion And Next Phase Of Share Upside

Analysts have nudged their price target for Brightstar Lottery higher to $20 from about $19, citing multiple growth vectors, accelerating organic growth, and jackpot driven upside that support a modest rerating in the company valuation. Analyst Commentary Bullish analysts highlight that the recent price target increase reflects growing confidence in Brightstar Lottery's ability to convert its multiple growth vectors into accelerating organic revenue, which supports a higher valuation ceiling over the medium term.
ナラティブの更新 Nov 22

BRSL: Future Jackpot Activity Will Drive Next Phase Of Share Upside

Analysts have increased their price target for Brightstar Lottery from $18 to $22 per share, citing recent jackpot-driven upside and accelerating organic growth as key factors behind the upward revision. Analyst Commentary Bullish Takeaways Recent jackpot activity, particularly from Powerball and Mega Millions, is driving near-term revenue upside and supporting higher estimates for the upcoming quarter.
ナラティブの更新 Nov 07

BRSL: Organic Growth Drivers And Recent Jackpots Will Unlock Earnings Upside

Brightstar Lottery's analyst price target has increased from $18.52 to $19.07 per share, as analysts cite upcoming organic growth drivers and improved industry dynamics supporting the raised outlook. Analyst Commentary Recent street research reveals that analysts have adjusted their outlook on Brightstar Lottery, reflecting both optimism about growth prospects and some potential risks to monitor.
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新しいナラティブ Jul 20

Cloud And Mobile Investment Will Unlock US And European Markets

Expansion in digital lotteries and innovative mobile experiences is driving revenue growth, higher margins, and stronger customer retention.
分析記事 Jul 15

Does This Valuation Of Brightstar Lottery (NYSE:BRSL) Imply Investors Are Overpaying?

Key Insights Using the Dividend Discount Model, Brightstar Lottery fair value estimate is US$11.41 Brightstar Lottery...
分析記事 Jun 17

There's Reason For Concern Over International Game Technology PLC's (NYSE:IGT) Price

There wouldn't be many who think International Game Technology PLC's ( NYSE:IGT ) price-to-sales (or "P/S") ratio of...
分析記事 May 20

International Game Technology's (NYSE:IGT) Dividend Will Be $0.20

International Game Technology PLC's ( NYSE:IGT ) investors are due to receive a payment of $0.20 per share on 12th of...
分析記事 May 10

Here's Why International Game Technology (NYSE:IGT) Has A Meaningful Debt Burden

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Apr 19

Is It Time To Consider Buying International Game Technology PLC (NYSE:IGT)?

International Game Technology PLC ( NYSE:IGT ), is not the largest company out there, but it saw a double-digit share...
Seeking Alpha Mar 25

International Game Technology: Lottery King Back To Basics

Summary International Game Technology's strategic shift to focus on its core lottery business, divesting digital operations, significantly reduces debt and enhances shareholder value. The company's lottery management model guarantees long-term contracts, providing stability and consistent cash flow, positioning it as a market leader. Despite a slight decline in overall sales, lottery revenues remain strong, with growth in iLottery and international markets, particularly Italy. IGT's future outlook is positive, with expected revenue growth, reduced debt, and a leaner operational structure, making it a compelling 'Buy' at current levels. Read the full article on Seeking Alpha
分析記事 Mar 07

We Like The Quality Of International Game Technology's (NYSE:IGT) Earnings

International Game Technology PLC's ( NYSE:IGT ) recent earnings report didn't offer any surprises, with the shares...
分析記事 Mar 06

Shareholders Should Be Pleased With International Game Technology PLC's (NYSE:IGT) Price

With a price-to-earnings (or "P/E") ratio of 31.3x International Game Technology PLC ( NYSE:IGT ) may be sending very...
分析記事 Nov 15

International Game Technology (NYSE:IGT) Will Pay A Dividend Of $0.20

The board of International Game Technology PLC ( NYSE:IGT ) has announced that it will pay a dividend of $0.20 per...
分析記事 Oct 27

International Game Technology PLC's (NYSE:IGT) Business Is Trailing The Market But Its Shares Aren't

It's not a stretch to say that International Game Technology PLC's ( NYSE:IGT ) price-to-earnings (or "P/E") ratio of...
Seeking Alpha Oct 11

International Game Technology: Decent Fundamentals Amid Divestiture Risks And Uncertainty

Summary IGT's stock is down over 35% in 12 months, with a 15% drop following the gambling and digital segment divestiture announcement. Gaming terminal sales down 14% YoY, indicating potential market share loss to competitors like Light & Wonder. Corporate expenses up 67% YoY, driven by the $4.05 billion Gaming & Digital sale. Regulatory delays beyond the 15-month timeline could trigger more downside. IGT's valuation metrics are below historical averages, with decent cash reserves and good fundamentals, making the stock attractive despite current headwinds, leading to my Hold rating for now. Read the full article on Seeking Alpha
分析記事 Oct 06

Is International Game Technology (NYSE:IGT) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
User avatar
新しいナラティブ Sep 02

IGT's Critical Divestiture And Focus On Lottery Business Set To Enhance Margins And Attract Investors

Transition to a pure-play lottery business may attract investors, enhancing the stock's value by emphasizing stable, recurring revenue streams.
分析記事 Aug 06

International Game Technology's (NYSE:IGT) Dividend Will Be $0.20

International Game Technology PLC ( NYSE:IGT ) will pay a dividend of $0.20 on the 27th of August. Based on this...
分析記事 Jul 29

What Does International Game Technology PLC's (NYSE:IGT) Share Price Indicate?

International Game Technology PLC ( NYSE:IGT ), is not the largest company out there, but it led the NYSE gainers with...

収支内訳

Brightstar Lottery の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NYSE:BRSL 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 262,5155932450
31 Dec 252,511-133847
30 Sep 252,4931935744
30 Jun 252,451-11635344
31 Mar 252,4342234943
31 Dec 242,51211635743
30 Sep 242,540-436143
30 Jun 242,55412139841
31 Mar 242,12888291-14
31 Dec 232,52911535536
30 Sep 232,9401751896
30 Jun 233,399235619155
31 Mar 234,233222825259
31 Dec 222,59742140045
30 Sep 224,181358817244
30 Jun 224,106160805239
31 Mar 224,12565817240
31 Dec 214,08965810238
30 Sep 213,925-210784230
30 Jun 213,756-429768215
31 Mar 213,316-599729185
31 Dec 203,115-940707191
30 Sep 202,729-962744206
30 Jun 203,067-705767227
31 Mar 203,701-431812261
31 Dec 194,032-128850266
30 Sep 194,79947924265
30 Jun 194,801-35917260
31 Mar 194,769122898258
31 Dec 183,981-139853263
30 Sep 184,911160816269
30 Jun 184,974-719813285
31 Mar 184,992-1,171830302
31 Dec 174,939-1,069928313
30 Sep 174,915-915844329
30 Jun 174,959-113890338
31 Mar 175,025249919341
31 Dec 165,154211946344
30 Sep 165,19852952341
30 Jun 165,13461934339
31 Mar 165,122-129927340
31 Dec 154,689-76795277
30 Sep 154,216-300660220
30 Jun 153,952-231540164

質の高い収益: BRSLは 高品質の収益 を持っています。

利益率の向上: BRSLの現在の純利益率 (2.3%)は、昨年(0.9%)よりも高くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: BRSL過去 5 年間で収益を上げており、収益は年間24.7%増加しています。

成長の加速: BRSLの過去 1 年間の収益成長率 ( 168.2% ) は、5 年間の平均 ( 年間24.7%を上回っています。

収益対業界: BRSLの過去 1 年間の収益成長率 ( 168.2% ) はHospitality業界24.3%を上回りました。


株主資本利益率

高いROE: BRSLの 自己資本利益率 ( 9% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/28 22:33
終値2026/05/28 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Brightstar Lottery PLC 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20

アナリスト機関
John StaszakArgus Research Company
Zachary SilverbergBerenberg
Charlie Muir-SandsBNP Paribas