| LYV |
Report |
Revenue |
BEAT |
pred ~$7.70B vs. cons $7.58B |
MEDIUM |
| LYV |
Report |
Consolidated adjusted operating income (AOI) |
BEAT |
pred ~$842M vs. cons $827M |
MEDIUM |
| LYV |
Report |
Concert attendance |
BEAT |
pred ~46.6M fans vs. cons 46.0M |
LOW |
| LYV |
Guide |
Consolidated AOI growth |
UNCHANGED |
guide ~11.0% vs. cons 11.2% (FY2026) |
MEDIUM |
| LYV |
Guide |
Concert attendance growth |
UNCHANGED |
guide ~8.0% vs. cons 8.0% (FY2026) |
MEDIUM |
| LYV |
Guide |
Ticketing AOI growth |
LOWER |
guide ~2.0% vs. cons 3.0% (FY2026) |
LOW |
| LYV |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.2% |
— |
MEDIUM |
| LYV |
Return |
5-day cumulative residual |
+1.6% (FADE) |
The initial reaction should reward an AOI beat of ~1.8% versus consensus, but FY2026 consolidated AOI growth of ~11.0% versus 11.2% consensus implies limited estimate revisions; unchanged back-half expectations and Ticketing pressure should cause part of the day-1 gain to fade. |
MEDIUM |