RRR

Red Rock Resorts reported Q3 2026 revenue of $488.7 million, up 2.8% year-over-year and beating consensus estimates by 1.05%. However, EPS of $0.03 significantly missed expectations of $0.23, representing an 86.96% shortfall. The company showed mixed performance across segments, with strong growth in Native American operations (+59%) and Other revenues (+9.9%), while Casino revenues slightly underperformed estimates.

Red Rock Resorts (RRR) has demonstrated a strong track record of beating earnings estimates, surpassing consensus by an average of 69.11% over the last two quarters. With a positive Earnings ESP of +29.19% and a Zacks Rank #3 (Hold), analysts suggest another earnings beat is likely when the company reports on November 3, 2026. The combination of positive Earnings ESP and solid Zacks Rank historically produces positive surprises nearly 70% of the time.

The leisure industry is expected to benefit from sustained travel and entertainment demand this earnings season, supported by premium pricing strategies and strong ancillary revenues. Three leisure companies—Planet Fitness, Red Rock Resorts, and Lucky Strike Entertainment—are highlighted as potential earnings surprises based on positive Earnings ESP and favorable Zacks Rank ratings, though margin pressures from labor and operating costs remain a concern.

Flutter Entertainment is expected to report a significant year-over-year earnings decline of 84.2% to $0.26 per share for Q3 2026, despite revenue growth of 6.1% to $4.02 billion. With a positive Earnings ESP of +12.50% but a Zacks Rank #4 (Sell), the stock is not considered a compelling earnings-beat candidate. Red Rock Resorts, a gaming industry peer, shows stronger prospects with a +29.19% Earnings ESP and Zacks Rank #3 (Hold).