GLPI Q4 2025 Earnings Call Transcript
The Motley Fool
by newsfeedback@fool.com (Motley Fool Transcribing)February 20, 2026
AI-Generated Deep Dive Summary
GLPI’s Q4 2025 earnings call highlighted strong financial performance and growth initiatives. The company reported a significant year-over-year increase in income from real estate, driven by cash rent increases and new property acquisitions. Notably, cash rent increases contributed over $23 million to revenue growth, with key contributions from properties like Bally’s Kansas City, Shreveport, Chicago, and Belle development. Additionally, Penn Lease funding and strategic acquisitions added $4.4 million and $3.2 million respectively, while escalators and percentage rent adjustments across leases further boosted income by approximately $4.3 million.
However, offsetting items such as non-cash revenue adjustments and straight-line rent decreased net rental growth by $6.2 million. Despite this, operating expenses declined by $37.8 million due to a non-cash credit loss provision adjustment. Looking ahead, GLPI provided 2026 AFFO guidance of $1.207 billion to $1.222 billion, or $4.06–$4.11 per diluted share, reflecting strong expectations for the year. The company also emphasized its development funding commitment of $575 million to $6
Verticals
financeinvesting
Originally published on The Motley Fool on 2/20/2026