| WYNN |
Report |
Macau Adj. Property EBITDAR (Q2 2026) |
MISS |
pred ~$260M vs. cons $282.8M |
MEDIUM |
| WYNN |
Report |
Las Vegas Adj. Property EBITDAR (Q2 2026) |
IN-LINE |
pred ~$218M vs. cons $216.0M |
MEDIUM |
| WYNN |
Report |
Total Adj. Property EBITDAR (Q2 2026) |
MISS |
pred ~$525M vs. cons $554.2M |
MEDIUM |
| WYNN |
Guide |
Las Vegas OpEx/day (FY 2026) |
UNCHANGED |
guide ~$4.4-4.6M vs. cons ~$4.5M (UNVERIFIED) |
MEDIUM |
| WYNN |
Guide |
UAE Opening Timeline (2027) |
LOWER |
3-6 month delay quantified vs. early 2027 prior (UNVERIFIED) |
MEDIUM |
| WYNN |
Guide |
Macau Q3 2026 Demand Trajectory |
BETTER |
positive July commentary vs. cons $308M Q3 EBITDAR |
MEDIUM |
| WYNN |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| WYNN |
Return |
5-day cumulative residual |
-7.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — UAE delay quantification forces 2027 estimate cuts over the following week; sell-side models the implied out-period math and pulls FY 2027 EBITDA lower, dragging the stock |
MEDIUM |