RSI Q3 Revenue $385.9M, Up 39%; Net Income $28.7M, Up 93%; Guidance Reiterated
RSI is trading near its 52-week low of $14.822 (7.3% above the low) on elevated volume (2.0× avg).
Summary
Rush Street Interactive reported Q3 revenue of $385.9 million, up 39% year-over-year but just shy of the $388.8 million consensus. Profitability was the brighter spot: net income jumped 93% to $28.7 million and Adjusted EBITDA rose 73% to $62.2 million. Full-year 2026 revenue and Adjusted EBITDA guidance was reiterated.
Key Events · Earnings and Guidance · RSI
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Q3 Revenue Up 39% to $385.9M
Revenue reached $385.851 million, up from $277.911 million a year earlier, a narrow miss against the $388.8 million IBES estimate.
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Profitability Jumped Sharply
Net income came in at $28.7 million, up 93% from $14.8 million, while Adjusted EBITDA reached $62.2 million, up 73% from $36.0 million.
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Record North America Users
Monthly Active Users totaled 907,881, up 42% year-over-year, and North America MAUs hit a record 300,572, up 34%.
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Full-Year Guidance Reiterated
Management held 2026 revenue guidance at $1.56-$1.60 billion (38%-41% growth) and Adjusted EBITDA at $245-$265 million (59%-72% growth).
Analysis · RSI · Trade & Services
The top line landed slightly light, with revenue of $385.9 million against the roughly $388.8 million consensus, but profitability told a different story: net income rose 93% to $28.7 million and Adjusted EBITDA climbed 73% to $62.2 million. That gap is operating leverage at work, helped by marketing spend that stayed efficient at 14.2% of revenue. Management also reiterated full-year 2026 guidance of $1.56-$1.60 billion in revenue and $245-$265 million in Adjusted EBITDA, so the growth and margin story holds up despite the narrow revenue miss. With $381.9 million in cash and no debt, the company retains room to keep investing in Latin America and the new Alberta market.
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At the time of this filing, RSI was trading at $15.91 on NYSE in the Trade & Services sector, with a market capitalization of approximately $3.5B. The 52-week trading range was $14.82 to $34.53. This filing was assessed with neutral market sentiment and an importance score of 7 out of 10.