Light & Wonder, Inc.

OTCPK:LNWO 株式レポート

時価総額：US$6.4b

Light & Wonder 過去の業績

過去 基準チェック /16

Light & Wonderは、平均年間68.7%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31.9% 12.2%収益成長率で 成長しています。 Light & Wonderの自己資本利益率は79.1%であり、純利益率は7.4%です。

主要情報

68.72%

収益成長率

68.93%

EPS成長率

Hospitality 業界の成長19.52%
収益成長率12.22%
株主資本利益率79.10%
ネット・マージン7.39%
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 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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 Alpha
分析記事 • 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...
分析記事 • 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 Alpha
Seeking 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 Alpha
Seeking 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
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新しいナラティブ • 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 Alpha
Seeking 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 Alpha

収支内訳

Light & Wonder 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

OTCPK:LNWO 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 263,330246889254
31 Dec 253,314276869252
30 Sep 253,221399859260
30 Jun 253,195349859263
31 Mar 253,206336871265
31 Dec 243,188336872262
30 Sep 243,162295866254
30 Jun 243,077306850244
31 Mar 242,988223834236
31 Dec 232,902163808228
30 Sep 232,813108781223
30 Jun 232,72946759221
31 Mar 232,610-107734219
31 Dec 222,512-198717218
30 Sep 222,411-152712213
30 Jun 222,302-69694206
31 Mar 222,27230695198
31 Dec 212,1535679190
30 Sep 212,052-203670178
30 Jun 211,946-492653167
31 Mar 211,427-757588142
31 Dec 201,699-822627148
30 Sep 202,082-715631156
30 Jun 202,505-508660167
31 Mar 203,288-265719190
31 Dec 192,388-342619166
30 Sep 193,422120717191
30 Jun 193,388-245711194
31 Mar 193,388-174711197
31 Dec 183,363-352697202
30 Sep 183,301-602683199
30 Jun 183,249-310673197
31 Mar 183,170-343644196
31 Dec 173,084-242613184
30 Sep 173,013-310582188
30 Jun 172,964-350576194
31 Mar 172,927-362583197
31 Dec 162,883-354585205
30 Sep 162,868-370583199
30 Jun 162,820-1,350567191
31 Mar 162,782-1,400555187
31 Dec 152,759-1,394568184
30 Sep 152,588-1,314541181
30 Jun 152,332-305500161

質の高い収益: LNWOには$263.0M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。

利益率の向上: LNWOの現在の純利益率 (7.4%)は、昨年(10.5%)よりも低くなっています。

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: LNWO過去 5 年間で収益を上げており、収益は年間68.7%増加しています。

成長の加速: LNWOは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: LNWOは過去 1 年間で収益成長率がマイナス ( -26.8% ) となったため、 Hospitality業界平均 ( 24.3% ) と比較することが困難です。

株主資本利益率

高いROE: LNWOの 自己資本利益率 ( 79.1% ) は 抜群 ですが、負債レベルが高いためこの指標は歪んでいます。

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

7D

1Y

7D

1Y

7D

1Y

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2026/05/20 16:50
終値2026/05/20 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や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

Light & Wonder, Inc. 22 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。34

アナリスト機関
Matthew RyanBarrenjoey Markets Pty Limited
Baxter KirkBell Potter
Michael HickeyBenchmark Company