| LVS |
Report |
Macao Operations EBITDA |
MISS |
pred ~$545M vs. cons $559M |
MEDIUM |
| LVS |
Report |
Marina Bay Sands EBITDA |
MISS |
pred ~$720M vs. cons $728M |
LOW |
| LVS |
Report |
Adjusted diluted EPS |
MISS |
pred ~$0.730 vs. cons $0.751 |
MEDIUM |
| LVS |
Guide |
Macao demand / margin trajectory (3Q/FY26) |
UNKNOWN |
qualitative softening; no formal company guide or verifiable consensus |
LOW |
| LVS |
Guide |
Buyback cadence (3Q/FY26) |
UNKNOWN |
continued meaningful repurchases; no formal company guide or verifiable consensus |
LOW |
| LVS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.0% |
— |
LOW |
| LVS |
Return |
5-day cumulative residual |
-2.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — Macao estimate cuts continue |
LOW |