Gaming and Leisure Properties Inc. (GLPI) Next Earnings Date & Expected ±4.4% Move

Per the Roarable RQD rating, GLPI scores 65 out of 100, a C grade labeled "Roarable Hold — Fair / Balanced Risk-Reward." The five pillars break down as follows: the fundamental cash engine scores 17 of 20 (ROIC 14.8%; FCF yield 9.21%), which is the strongest contributor and suggests the business converts operating results into free cash flow efficiently. Insider conviction scores 16 of 20, reflecting SEC Form 4 and Congressional PTR cluster flow as described in the rating. The forensic balance sheet scores 15 of 20 (Altman Z 2.5; Piotroski F 9/9; Debt/Equity 0.5), indicating a financially sound profile on these measures. Macro regime fit scores 10 of 20 (Beta 1.16; sector sensitivity), a more modest reading signaling moderate exposure to market swings. Whale 13F flow scores only 7 of 20 (institutional accumulation and options positioning), the weakest pillar and a signal that institutional momentum is not strongly supportive at present.

For a prospective investor evaluating the stock today, the upside drivers are the cash-generation and balance-sheet pillars, while the valuation tradeoff is reflected in a 7.59% dividend yield alongside an EV/EBITDA of 10.5 and a weak institutional flow reading. The overall verdict of "Hold" reflects that strengths in cash generation and forensic health are offset by limited institutional conviction and moderate macro sensitivity. This is an analytical framing of the source data, not personalized financial advice.

Per the SEC financials, operating income rose from $1068.7M in FY 2023 to $1201.5M in FY 2025, and FCF moved from $1009.4M to $1057.7M over the same span. The market data reports an operating margin of 75% and a net margin of 0%, with a gross margin of 0%; these figures are presented as stated and are internally inconsistent with net income figures of $0.0M in the financials, which the source does not reconcile. Per the Roarable RQD rating, the Altman Z-Score is 2.5 and the Piotroski F-Score is 9/9, with Debt/Equity at 0.5. Reported debt declined from $3793.7M in FY 2024 to $3555.6M in FY 2025.

Per the recent news feed, several headlines carry RISK WATCH flags: one reports the stock slipping as Q3 results flag tenant risk, and another reports a 12-month price target cut to $50.59 implying 28% upside. Headlines flagged CATALYST include a piece on the dividend's payout ratio history and a Seeking Alpha note describing the stock as a buy-the-dip opportunity with a rating upgrade. A MARKET WIRE item reports Q3 earnings details, and a separate MARKET WIRE item reports Q3 revenue of $435.4M against a FactSet estimate of $436.3M. Per the Butterfly Supply-Chain Graph, no supply-chain links or proprietary signals are recorded for GLPI.

• What are the reported EPS and net income figures, given that the financials show N/A for EPS and $0.0M for net income while the market data reports a 0% net margin alongside a 75% operating margin?
• What is the identity and exposure of the tenants flagged in the Q3 tenant-risk headline?
• What drives the institutional whale 13F flow score of 7 of 20, and what are the underlying accumulation or options positioning details?
• What is the dividend's sustainability given the headline-referenced 80% payout ratio, and how is the payout calculated?
• Why does the financials table show FY 2023 revenue as $0.0M while FY 2023 operating income is $1068.7M?