Flutter Entertainment plc (FLUT) Earnings History

Flutter Entertainment plc - Q4 FY2025 EarningsMissed

Filed at: Feb 26, 2026, 4:07 PM EST|Read from source

EXECUTIVE SUMMARY

Flutter Entertainment reported a strong Q4 and full year 2025, driven by significant revenue growth from acquisitions and favorable US sports results, alongside continued international expansion. Despite a net loss primarily due to non-cash impairment charges and increased expenses, the company demonstrated robust adjusted EBITDA growth and maintained its global leadership.

POSITIVE HIGHLIGHTS

  • •

    Group revenue grew 25% year-over-year in Q4 to $4,737 million, and 17% for the full year to $16,383 million, benefiting from M&A and strong US performance.

    positive
  • •

    US revenue increased by 33% in Q4, with sportsbook up 35% and iGaming up 33%, driven by market leadership and new product launches.

    positive
  • •

    International revenue grew 19% year-over-year in Q4, with strong performance in SEA and CEE offsetting headwinds.

    positive
  • •

    Adjusted EBITDA grew 27% year-over-year in Q4 to $832 million and 21% for the full year to $2,845 million.

    positive
  • •

    Returned $1 billion of capital to shareholders in 2025.

    positive

CONCERNS & RISKS

  • •

    Group net income declined 94% year-over-year in Q4 to $10 million and reported a full-year net loss of $407 million, primarily due to a non-cash impairment charge of $556 million related to Indian regulation changes and increased income tax, interest, and amortization expenses.

    negative
  • •

    Handle growth in Q4 was only 3%, which was behind expectations and reflected a moderation in market growth, continuing into 2026, primarily due to unfavorable recycling impacts from sustained bookmaker-friendly sports results.

    attention
  • •

    US sportsbook revenue growth was offset by moderating customer and handle growth, with FanDuel experiencing greater impact due to its structural margin advantage and less effective generosity playbook in Q4.

    attention
  • •

    Free cash flow declined 71% year-over-year in Q4 to $138 million, primarily reflecting M&A impact on capex, higher Italian concession payments, and expenditure for future revenue and cost efficiency projects.

    negative
  • •

    Leverage ratio increased to 3.7x at year-end 2025 from 2.2x at year-end 2024, reflecting strategic acquisitions.

    attention
  • •

    International adjusted EBITDA margin decreased by 280bps year-over-year to 22.7% in Q4, reflective of investment phase in Brazil and increased cost of sales.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$4.74B
+25.0%
Prior year: $3.79B
Annual (YTD)
$16.38B
N/A
Prior year: $14.05B
Net Income
Quarterly
$10.00M
-93.6%
Prior year: $156.00M
Annual (YTD)
$-407.00M
N/A
Prior year: $162.00M
EPS (Diluted)
Quarterly
$-0.05
-111.1%
Prior year: $0.45
Operating Income
Quarterly
N/A
N/A
EPS (Basic)
Quarterly
$-0.05
-111.1%
Prior year: $0.45

MARGIN ANALYSIS

Gross Margin
Current Quarter
44.5%
Prior Year
48.1%
YoY Change
-362 bps
Net Margin
Current Quarter
0.2%
Prior Year
4.1%
YoY Change
-390 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 FY2025 2025

VISUAL OVERVIEW

|
US
0.0%
N/A
International
0.0%
N/A
CC: +14.0%

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% TotalCC
US
N/A————
International
N/A———+14.0%
Total Revenue$0.00M——100.0%—

Segment performance shows business unit health and growth drivers. Constant currency (CC) removes FX impact for like-for-like comparison.

MANAGEMENT GUIDANCE

FY2026

Group Revenue
$17750000.0B—$19050000.0B
Mid-point: $18400000.0B
"Represents 12% year-over-year growth."
Group Adjusted EBITDA
2,645,000,000—3,295,000,000
Mid-point: 2,970,000,000
"Represents 4% year-over-year growth."
US Revenue
$7400000.0B—$8200000.0B
Mid-point: $7800000.0B
"Represents 12% year-over-year growth."
US Adjusted EBITDA
850,000,000—1,250,000,000
Mid-point: 1,050,000,000
"Represents 14% year-over-year growth."
International Revenue
$10350000.0B—$10850000.0B
Mid-point: $10600000.0B
"Represents 13% year-over-year growth."
International Adjusted EBITDA
2,105,000,000—2,355,000,000
Mid-point: 2,230,000,000
"Represents 1% year-over-year growth."

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

SPECIAL ITEMS & ADJUSTMENTS

FY2025
Non-cash impairment charge related to cessation of real-money gaming in India
Comprised of goodwill ($517m), acquired and developed intangibles ($32m), and other long-lived assets ($7m).
+$556M

Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.

MANAGEMENT COMMENTARY

Flutter delivered strong 2025 results, leveraging unparalleled global scale and ongoing product innovation to reach almost 40 million customers.

— Flutter Entertainment plc, Q4 FY2025 2025 Earnings Call

Strategic priorities included maintaining US leadership, entering the FanDuel Predicts category, completing acquisitions, and delivering international transformation milestones.

— Flutter Entertainment plc, Q4 FY2025 2025 Earnings Call

The company sees a significant runway for growth in the dynamic US market, aiming to convert scale and customer proposition into sustained profitability.

— Flutter Entertainment plc, Q4 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Average monthly players (AMPs) (‘000s)
15.1K
+3.0% YoY
Prior year: 14.6K
thousands
Handle
25724.0M
+8.0% YoY
Prior year: 23764.0M
dollars

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.