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Core Insights - Accel Entertainment reported quarterly earnings of $0.24 per share, exceeding the Zacks Consensus Estimate of $0.20 per share, and showing an increase from $0.22 per share a year ago, resulting in an earnings surprise of +20.00% [1] - The company generated revenues of $329.69 million for the quarter ended September 2025, which was slightly below the Zacks Consensus Estimate by 0.36%, but an increase from $302.23 million year-over-year [2] - Accel Entertainment has surpassed consensus EPS estimates three times over the last four quarters and has topped consensus revenue estimates two times in the same period [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.21 on revenues of $341.07 million, while for the current fiscal year, the estimate is $0.90 on revenues of $1.33 billion [7] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Gaming industry, to which Accel Entertainment belongs, is currently ranked in the top 32% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% of industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Financial Data and Key Metrics Changes - Total revenue increased by 9.1% year-over-year to $330 million, with net income at $13 million and adjusted EBITDA growing by 11.5% to $51 million, reflecting strong execution and market expansion [6][18] - Operating income for the quarter was $25 million, up 16.1% year-over-year, while capital expenditures were approximately $21 million for the quarter and $72 million year-to-date [18] Business Line Data and Key Metrics Changes - Illinois revenue increased by 7% year-over-year to $239 million, driven by stable demand and location optimization [16] - Montana revenue grew by 2.1% to $40 million, while Nebraska revenue surged by 30% to $9 million, and Georgia revenue rose by 49.3% to $5 million [17] - Nevada revenue declined by 7.4% to $26 million due to the loss of a key customer [17] Market Data and Key Metrics Changes - Developing markets, including Nebraska and Georgia, contributed significantly to revenue growth, representing just over 12% of total revenue [8] - Louisiana, contributing about 3% of revenue, showed impressive results with 670 terminals across nearly 100 locations [9] Company Strategy and Development Direction - The company aims to drive steady growth and efficiency in core markets while scaling profitability in developing and new markets [12] - Focus on disciplined capital management and opportunistic share repurchases, with a strong emphasis on M&A opportunities in the fragmented local gaming market [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term strategy and highlighted the importance of optimizing routes and enhancing player convenience through technology [23][24] - The company is well-positioned to deliver steady top-line growth and improving returns as it moves into 2026, supported by strong free cash flow generation [12][19] Other Important Information - A $900 million Senior Secured Credit Facility was completed, enhancing liquidity and lowering the cost of capital [11][19] - The company repurchased $6.8 million of common stock during the quarter, totaling approximately $23.7 million year-to-date [11] Q&A Session Summary Question: Illinois strategy and TITO rollout impact - Management indicated that the strategy involves optimizing routes and that TITO utilization is expected to grow, enhancing revenue and reducing costs [21][23] Question: Future uses of free cash flow - Management noted that cash is primarily used for loading redemption terminals and that they are under-levered compared to peers, with a focus on both bolt-on and transformational M&A opportunities [25][26] Question: M&A environment and seller expectations - Management observed no significant changes in seller expectations but noted a recognition of reduced transaction multiples in the current market [29][30] Question: Nevada market performance - Management confirmed that new locations are being added and that the market is expected to continue growing [31][32] Question: Potential for route gaming expansion in 2026 - Management highlighted states like Pennsylvania, Missouri, North Carolina, and Virginia as potential markets for future gaming expansion [33][34] Question: Priorities for bolt-on M&A - The primary focus for bolt-on M&A is Louisiana, with Illinois also being a target market due to available operators [37][38]

Third Quarter 2025 Investor Presentation November 2025 Important Information Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of historical fact, contained in this presentation are forward-looking statements, including, but not limited to, any statements regarding our estimates of number of gamin ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to ______ Commission File Number 001-38136 Accel Entertainment, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of i ...

Financial Performance - Revenue increased by 9.1% to $329.7 million in Q3 2025 compared to Q3 2024, with net income rising 171.8% to $13.4 million[5] - Adjusted EBITDA for Q3 2025 was $51.2 million, reflecting an 11.5% increase from Q3 2024[5] - Net income for Q3 2025 was $13,305,000, a significant increase of 171% compared to $4,895,000 in Q3 2024[25] - Adjusted EBITDA for Q3 2025 reached $51,170,000, up 11% from $45,879,000 in Q3 2024[15] - Total net revenues for Q3 2025 were $329,693,000, representing a 9% increase from $302,227,000 in Q3 2024[25] - Net gaming revenues increased to $308,481,000 in Q3 2025, compared to $289,923,000 in Q3 2024, reflecting a growth of 6%[25] - Operating income for the nine months ended September 30, 2025, was $78,187,000, up from $70,087,000 in the same period of 2024, marking an increase of 11%[25] - Accel's earnings per share for Q3 2025 were $0.16, compared to $0.06 in Q3 2024, reflecting a 167% increase[25] Market Expansion - The company is focused on expanding in developing markets such as Nebraska, Georgia, and Louisiana, with significant growth opportunities identified[6] - The racino venue, Fairmount Park - Casino & Racing, opened in April 2025, featuring over 270 electronic gaming machines[19] - The company plans to expand into casino operations and horse racing, indicating growth opportunities in the local gaming market[20] Operational Metrics - The company ended Q3 2025 with 4,451 locations, a 3.8% increase year-over-year, and 27,714 gaming terminals, up 4.5%[5] - Illinois market revenue was $239.0 million in Q3 2025, up from $223.3 million in Q3 2024, while Louisiana generated $9.5 million in revenue[9] - Location hold-per-day in Illinois increased by 4.4% to $876 in Q3 2025 compared to Q3 2024[11] - The company operates over 28,000 electronic gaming terminals across more than 4,500 locations in ten states[18] - Fairmount Park Casino & Racing contributed to consolidated growth, with early results supporting long-term confidence in its performance[6] Financial Position - Cash and cash equivalents stood at $290.2 million, with net debt approximately $305 million as of September 30, 2025[5] - The new $900 million credit facility extends maturities to 2030, lowering the cost of capital and enhancing growth capital flexibility[5] - Net debt as of September 30, 2025, was $305,173,000, an increase from $288,977,000 as of September 30, 2024[16] - Total assets increased to $1,085,378,000 as of September 30, 2025, compared to $1,048,398,000 on December 31, 2024, reflecting a growth of approximately 3.5%[27] - Current assets rose to $333,625,000, up from $326,152,000, indicating an increase of about 2.3%[27] - Cash and cash equivalents increased to $290,235,000 from $281,305,000, representing a growth of approximately 3.3%[27] - Total liabilities increased to $814,121,000 from $789,091,000, marking an increase of about 3.2%[27] - Stockholders' equity grew to $267,117,000, up from $255,029,000, reflecting an increase of approximately 4.7%[27] - Long-term liabilities rose to $684,412,000 from $670,738,000, indicating an increase of about 2.0%[27] - Accounts receivable decreased to $8,656,000 from $10,550,000, a decline of approximately 18.0%[27] - Inventories increased to $9,556,000 from $8,122,000, representing a growth of about 17.7%[27] - Accumulated earnings increased to $170,054,000 from $134,736,000, reflecting a growth of approximately 26.2%[27] - Total current liabilities rose to $129,709,000 from $118,353,000, marking an increase of about 9.8%[27] Shareholder Actions - The company repurchased 0.6 million shares of Accel Class A-1 common stock for approximately $6.8 million in Q3 2025[5]

发行环节中，公司以6.5 美元每股的发行价，共计发行180万股普通股，最终实现募集资金800万美元。 值得注意的是，该募资规模在同期 OTC 中概股发行中表现亮眼，募集资金将主要用于两大方向：一方 面补充媒体营销业务的技术研发投入，包括数字营销中台升级与跨境传播渠道拓展；另一方面加码电解 铝贸易的供应链建设，优化仓储物流网络与上游采购合作体系。 结合 OTC 市场交易特性，加速资本执行董事李红毅指出，加速资本的市值定位既考虑了其媒体营销业 务的轻资产高增长属性，也兼顾了电解铝贸易带来的稳定现金流支撑，为后续股价表现奠定了合理估值 基础。 行业对比来看，公司募资规模 800 万美元高于 2025 年 1-10 月 OTC 中概股平均 650 万美元的 23%（排 名第 6），16.8 倍发行市盈率高于同期 "贸易 + 服务" 类中概股平均 14.5 倍的 15.9%，双业务营收差 44 个百分点低于行业平均 60 个百分点的 26.7%；运营指标上媒体营销核心客户留存率 91%（高于行业 80%）、新客户转化周期 45 天（较行业 60 天缩短 25%），电解铝贸易上游前 3 大供应商采购占比 45% （低于行 ...

CHICAGO--(BUSINESS WIRE)--Accel Entertainment, Inc. (NYSE: ACEL), a leading locals-focused gaming operator partnering with small businesses, local communities, and state governments to provide entertaining, convenient, and safe gaming experiences nationwide, today announced it will release its financial and operating results for the third quarter ended September 30, 2025, after market close on Tuesday, November 4, 2025. The company will host a conference call and webcast that day at 5:00 PM ET. ...

Group 1 - The article does not provide any specific content or key points related to a company or industry [1]

Core Viewpoint - Accel Entertainment, Inc. has appointed Brett Summerer as the new Chief Financial Officer, effective September 22, 2025, indicating a strategic move in leadership to enhance financial management [1] Company Summary - Accel Entertainment is a leading gaming operator focused on local markets, partnering with small businesses, local communities, and state governments to provide safe and convenient gaming experiences nationwide [1] - The new CFO, Brett Summerer, will report directly to the CEO, Andy Rubenstein, suggesting a streamlined leadership structure [1]