| LVS |
Report |
Consolidated net revenue |
MISS |
pred ~$3.24B vs. cons $3.32B |
MEDIUM |
| LVS |
Report |
Marina Bay Sands adjusted property EBITDA |
MISS |
pred ~$710M vs. cons $725M |
MEDIUM |
| LVS |
Report |
Macao adjusted property EBITDA |
MISS |
pred ~$535M vs. cons $565M |
MEDIUM |
| LVS |
Guide |
Macao adjusted property EBITDA outlook |
LOWER |
guide ~$555M vs. cons $590M (3Q26) |
MEDIUM |
| LVS |
Guide |
Marina Bay Sands adjusted property EBITDA outlook |
LOWER |
guide ~$730M vs. cons $750M (3Q26) |
LOW |
| LVS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-5.5% |
— |
MEDIUM |
| LVS |
Return |
5-day cumulative residual |
-8.0% (FOLLOW-THROUGH) |
Macao share loss and softer-than-expected MBS earnings imply lower 3Q26 property-EBITDA math: pred ~$1.29B consolidated property EBITDA vs. cons ~$1.37B, creating out-period EPS and EBITDA estimate cuts even after the initial reaction. |
MEDIUM |