A$6,092.4M Revenue, A$2,236.1M EBITA: Aristocrat Reports FY26 Results Under CEO Trevor Croker

Aristocrat Leisure Limited reported its full-year results to 30 September 2026 on 12 November 2026, and the underlying picture is stronger than the headline revenue line suggests. On a constant-currency basis, normalised net profit after tax and before amortisation of acquired intangibles (NPATA) grew 10%, with earnings per share before amortisation up 13%, as the company gained market share across land-based gaming, social casino and online real money gaming.

Published in Aristocrat’s FY26 investor presentation lodged with the Australian Securities Exchange, reported revenue of A$6,092.4m was down 3.2% against the prior year in reported currency, but up 4% in constant currency, a gap driven almost entirely by foreign-exchange translation rather than trading performance.

Aristocrat FY26 NPATA of A$1,578.5m and EPSA up 13% in constant currency

Normalised NPATA came in at A$1,578.5m, a 1.8% increase in reported terms and a 9.7% increase in constant currency. On the same basis, revenue rose 4%, EBITA rose 8% and EPSA rose 13%. Normalised EBITA reached A$2,236.1m and NPAT was A$1,450.4m. On a reported basis from continuing operations, NPATA rose 13.6% to A$1,492.5m. Recurring revenue held at 70% of the total, giving the business a stable base heading into the new financial year.

Aristocrat Gaming grows installed base to 82,000 units and lifts share to 39%

Aristocrat Gaming remained the engine of the result, with revenue of A$4,020.7m. In North America, the Gaming Operations installed base grew to almost 82,000 units after around 6,500 net additions in the year, lifting market share by 2.7 points to 39%. The market-leading fee per day reached US$53.93, supported by titles including MONOPOLY Big Board Bucks, Lightning 10 Year Storm and Spooky Link Grand.

Outright Sales also strengthened. North America ship share grew 2.1 points to 27%, and in Australia and New Zealand ship share rose 2.2 points to 45%, with roughly 11,000 units sold.

Product Madness leads the social casino market with 24% share

Product Madness, Aristocrat’s social casino business, continued to outperform the market. Social Casino revenue of US$1,076.8m was up 2.2%, against an 11% decline in the broader Social Slots market, lifting its share 2.9 points to 24% and keeping it number one in the category. Profit margin reached 48.4%, helped by direct-to-consumer revenue rising from 16% to 27% of Social Casino revenue.

Aristocrat Interactive revenue of US$457.2m on iLottery and content growth

Aristocrat Interactive delivered total revenue of US$457.2m including its share of NeoPollard Interactive joint venture revenue. Content revenue grew 17% on new launches with major operators, and total iLottery revenue grew 17%, with the business remaining US market leader at 69% of gross wager. Excluding the strategic exit of the White Label business, total Interactive revenue rose 10%. The company pointed to the July 2026 launches of Lightning Link High Stakes and Lightning Link Tiki Fire as momentum into FY27.

Aristocrat raises FY26 dividend to 101.0 cents and returns A$1.9 billion

Capital returns were a central part of the FY26 story. Aristocrat returned around A$1.9 billion to shareholders over the year through A$603m in dividends and A$1.3 billion in on-market share buy-backs, taking cumulative returns since FY22 to around A$6.1 billion. The directors raised the total dividend to 101.0 cents per share and authorised a final unfranked dividend of 51.0 cents for the half-year ended 30 September 2026.

What Aristocrat’s FY26 results and US$1 billion FY29 target signal for operators

The forward view is one of measured confidence. Aristocrat expects NPATA growth over the full year to 30 September 2027 on a constant-currency basis, underpinned by a $100 million cost savings program in FY27 and continued scaling of Content and iLottery toward a US$1 billion Interactive revenue target by FY29. For operators and investors, the signal is a supplier gaining share across every segment while returning significant capital, with its next phase of growth increasingly tied to the online and interactive side of the portfolio.

Source: Aristocrat Leisure Limited