US · Consumer Cyclical · Gambling
EPS came in at 3.45 against a street estimate of 3.51 — a miss of 1.7%.
Analysts rate Churchill Downs Incorporated a strong buy (12 buy, 0 hold, 0 sell out of 12) with an average price target of $128.17.
CONFIDENT Record Q2 revenue and EBITDA were driven by Derby Week, Kentucky HRMs and TwinSpires. Management plans to sell nine regional casinos, reduce leverage and reinvest in core racing and HRM assets. Q2 FY26 Kentucky HRMs benefited from strong Western and Northern Kentucky growth and Marshall Yards. Virginia faced competitive pressure from Petersburg, while The Rose continued sequential improvement. Rockingham Grand Casino remains targeted for mid-2027 opening. Analysts pressed management on Virginia competition, regional asset-sale conditions, Derby monetization and the increasing racing focus. Management emphasized disciplined deployment, favorable sale markets and investment behind high-quality racing assets. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.90% |
| Vanguard Portfolio Management, LLC | 4.60% |
| Vanguard Capital Management, LLC | 4.29% |
| FMR Inc | 4.23% |
| London Company of Virginia | 3.54% |
| State Street Corp | 2.94% |
| Citadel Advisors Llc | 2.46% |
| Arrowstreet Capital Limited Partnership | 2.07% |
| Document | Date |
|---|---|
| Material agreement · Q3 2026 HEADLINE NUMBERS • Churchill Downs Incorporated closed a credit agreement amendment on September 25, 2026, announced September 28, 2026. • The matur | 2026-09-28 |
| Quarterly report · Q2 2026 CHURCHILL DOWNS INCORPORATED - Q2 2026 SUMMARY HEADLINE NUMBERS • Q2 2026 net income: $241 million (Q2 2025: $217 million) | 6M 2026: $324 million ( | 2026-07-29 |
| Results announced · Q3 2026 CHURCHILL DOWNS INCORPORATED Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net revenue: $980 million, up $46 million or 5% year-over-year (all-time re | 2026-07-29 |
| Company announcement · Q3 2026 CHURCHILL DOWNS INCORPORATED – FORM 8-K SUMMARY Report Date: July 29, 2026 --- BUSINESS & SEGMENT HIGHLIGHTS • Company is exploring strategic alter | 2026-07-29 |
| Quarterly report · Q1 2026 CHURCHILL DOWNS INCORPORATED - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total net revenue Q1 2026: $663 million (Q1 2025: $643 million) — increase of | 2026-04-22 |
| Results announced · Q2 2026 CHURCHILL DOWNS INCORPORATED Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net revenue: $663 million, up $20 million or 3% year-over-year • Net income | 2026-04-22 |
| Shareholder vote results · Q2 2026 CHURCHILL DOWNS INCORPORATED - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held April 21, 2026 • Company trades on Nasdaq Global | 2026-04-21 |
| Proxy statement · Q2 2026 CHURCHILL DOWNS INCORPORATED — 2026 PROXY SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal No. 1: Elect two Class III Directors for three-year ter | 2026-03-12 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.44 / share ex-date Dec 5, 2025 · pay Jan 6, 2026 | 2025-12-05 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Churchill Downs Incorporated — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-19.