Aristocrat Leisure 1H26 Result

Aristocrat Leisure reported 1H26 results with EBITA of A$1,117mn, prompting a target price increase to A$65.00 and an expanded buyback program. Strong North American gaming performance and a robust product pipeline offset minor softness in digital segments.

Key Takeaways

• 1.Aristocrat reported strong 1H26 earnings with EBITA and NPATA exceeding Goldman Sachs estimates by 1%, driven by robust land-based gaming performance in North America and ANZ.
• 2.Management increased the on-market share buyback program by A$1bn to a total of A$2.5bn, extending it to May 2027.
• 3.Gaming operations net additions guidance was narrowed to the upper end of the +4,000-5,000 range for FY26.

Table of Contents

• Key Data
• Ratios & Valuation
• Growth & Margins (%)
• Income Statement (A$ mn)
• Balance Sheet (A$ mn)
• Cash Flow (A$ mn)
• Key Charts
• Earnings Changes and Valuation
• Aristocrat Leisure - Investment Thesis
• Aristocrat Leisure - Price Target Risks and Methodology
• Disclosure Appendix

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