The reiterated guidance suggests management sees sustained momentum into Q4. Watch for Q4 2026 results to confirm if the 39% revenue growth rate can be maintained, and monitor any changes to the competitive landscape in Latin America and Alberta.
Price Chart
Executive Summary
Rush Street Interactive reported Q3 2026 revenue of $385.9M (up 39% YoY) and net income of $28.7M (up 93% YoY), both above consensus estimates of $388.0M revenue and $0.13 EPS. The company reiterated full-year 2026 revenue guidance of $1.56-$1.60B and Adjusted EBITDA guidance of $245-$265M, reflecting confidence in continued growth.
Key Financial Metrics
Key Facts
- Q3 2026 revenue of $385.9M, up 39% YoY from $277.9M
- Net income of $28.7M, up 93% YoY from $14.8M
- Adjusted EBITDA of $62.2M, up 73% YoY from $36.0M
- GAAP diluted EPS of $0.10 vs consensus $0.13 (miss on GAAP basis)
- Adjusted EPS of $0.15 vs consensus $0.13 (beat on adjusted basis)
- Monthly Active Users in North America reached a record 300,572, up 34% YoY
- Full-year 2026 revenue guidance reiterated at $1.56-$1.60B (38-41% YoY growth)
- Full-year 2026 Adjusted EBITDA guidance reiterated at $245-$265M (59-72% YoY growth)
- Operating cash flow of $143.3M for nine months ended Sep 30, 2026, up from $95.9M
Financial Impact
Revenue beat consensus by $2.1M (0.5% miss on revenue, but adjusted EPS beat by $0.02 or 15.4%). Strong YoY growth across all key metrics.
Segment Breakdown
| Segment |
|---|
| North America |
| Latin America |
Risk Factors
- GAAP EPS of $0.10 missed consensus of $0.13, though adjusted EPS of $0.15 beat
- Revenue of $385.9M slightly below consensus of $388.0M
- Dependence on continued market expansion and regulatory stability in Latin America
- Competitive dynamics in online casino and sports betting markets
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3390761 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 28, 2026 2d ago | 8-K | No price | awaiting T+5 | awaiting T+5 | No price |
Oct 28, 2026 2d ago | Press Release | $13.62 | awaiting T+5 | awaiting T+5 | $12.12 (−11.01%) |
Oct 5, 2026 25d ago | Insider Cluster | $20.56 $19.07 | ▲ +7.25% | ▲ +7.11% | $12.12 (+41.05%) |
Oct 5, 2026 25d ago | 144 | $20.99 $18.71 | ▼ −10.86% | ▼ −11.28% | $12.12 (−42.26%) |
Sep 3, 2026 8w ago | Insider Cluster | $26.68 $26.22 | ▼ −1.72% | ▼ −0.52% | $12.12 (−54.57%) |
Sep 3, 2026 8w ago | 144 | $26.77 $26.43 | ▼ −1.27% | ▼ −0.12% | $12.12 (−54.73%) |
Aug 5, 2026 12w ago | Insider Cluster | $25.08 $24.61 | ▼ −1.87% | ▼ −3.09% | $12.12 (−51.67%) |
Jul 8, 2026 16w ago | Insider Cluster | $32.63 $32.80 | ▲ +0.52% | ▲ +0.65% | $12.12 (−62.86%) |
Jul 8, 2026 16w ago | Press Release | $32.63 $32.80 | ▲ +0.52% | ▲ +0.65% | $12.12 (−62.86%) |
Jul 6, 2026 16w ago | 144 | $32.22 $33.40 | ▲ +3.66% | ▲ +3.17% | $12.12 (−62.38%) |
US Market Status
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