Slot machine and terminal operator Accel Entertainment (NYSE:ACEL)
will be reporting results this Tuesday after market close. Here’s what you need to know.
Accel Entertainment beat analysts’ revenue expectations by 1% last quarter, reporting revenues of $335.9 million, up 8.6% year on year. It was a satisfactory quarter for the company, with a beat of analysts’ EPS estimates but a miss of analysts’ adjusted operating income estimates. It reported 27,388 video gaming terminals sold, up 3.4% year on year.
Is Accel Entertainment a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Accel Entertainment’s revenue to grow 8.5% year on year to $328 million, improving from the 5.1% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.21 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Accel Entertainment has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 2.6% on average.
Looking at Accel Entertainment’s peers in the consumer discretionary segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Rush Street Interactive delivered year-on-year revenue growth of 19.7%, beating analysts’ expectations by 4.3%, and Churchill Downs reported revenues up 8.7%, topping estimates by 1.2%. Rush Street Interactive traded down 6.8% following the results while Churchill Downs was up 7.5%.
Read our full analysis of Rush Street Interactive’s results here and Churchill Downs’s results here.
Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the consumer discretionary stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 4.7% on average over the last month. Accel Entertainment is down 6.8% during the same time and is heading into earnings with an average analyst price target of $16 (compared to the current share price of $10.19).
P.S. In tech investing, “Gorillas” are the rare companies that dominate their markets—like Microsoft and Apple did decades ago. Today, the next Gorilla is emerging in AI-powered enterprise software. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.
StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.
