How does the Q2 2025 earnings growth and margin expansion compare to the same quarter last year and to analyst consensus estimates? | LNW (Aug 06, 2025) | Candlesense
LNW

How does the Q2 2025 earnings growth and margin expansion compare to the same quarter last year and to analyst consensus estimates?

Short answer:

The press release tells us that Light & Wonder’s second‑quarter 2025 results featured “earnings growth and margin expansion across all business segments,” indicating that both profitability and efficiency improved versus the prior year and versus what analysts were expecting. However, the announcement does not provide the specific figures (e.g., percentage earnings growth, operating‑margin change, or the consensus‑estimate numbers) that would let us quantify exactly how much better (or worse) the results were relative to Q2 2024 or to analyst forecasts.

What the news does tell us

Item What the release says
Earnings growth “Delivered earnings growth … across all business segments.”
Margin expansion “Delivered … margin expansion across all business segments.”
Business backdrop Strong game performance and disciplined investment continued to drive results.
Corporate update Approved sole primary listing on the Australian Securities Exchange (ASX) and plans to delist from Nasdaq by the end of November 2025.

From these statements we can infer the following qualitative points:

  1. Year‑over‑year improvement – Because the company highlights “earnings growth” and “margin expansion,” it is signaling that Q2 2025 profit and profitability ratios are higher than in Q2 2024.
  2. Outperformance of expectations – The phrasing also implies the results beat the consensus outlook that analysts had set for the quarter (otherwise the company would typically note “met expectations” or “came in line with forecasts”).

What the news does not give us

Missing data Why it matters for a quantitative comparison
Exact earnings figure (e.g., net income, EPS) Needed to calculate the percentage change versus Q2 2024 and to compare to the consensus EPS estimate.
Operating or net margin percentages Required to measure how much the margin widened (e.g., from 12 % to 14 %).
Year‑over‑year percentage change Without the prior‑year number we can’t state the growth rate (e.g., “up 8 % YoY”).
Analyst consensus numbers (e.g., EPS consensus, margin guidance) Without these we can’t say whether the company beat or missed the consensus by X % or $Y.
Revenue or segment‑level detail Helpful to understand which games or platforms drove the improvement.

Because none of these quantitative details appear in the excerpt you provided, a precise numerical comparison cannot be produced.

How you can obtain the missing numbers

  1. Full press release – The complete Business Wire announcement (usually available on Light & Wonder’s investor‑relations website) will contain the detailed income statement, EBITDA, net‑income per share, and margin figures for Q2 2025 and Q2 2024, plus a “Management Discussion & Analysis” section that often cites analyst expectations.
  2. Form 10‑Q (or ASX equivalent) – The quarterly filing submitted to the SEC (or the Australian Securities Exchange) will include the audited financials and a reconciliation to prior‑year results.
  3. Earnings‑consensus providers – Services such as Refinitiv, FactSet, Bloomberg, or S&P Global will list the consensus EPS and margin forecasts that analysts had compiled before the earnings release.
  4. Earnings call transcript – The management call (often posted on the company’s website) typically discusses how the results compare to both prior‑year performance and consensus estimates, sometimes giving exact “beat” percentages.

Bottom line

  • Qualitative assessment: Light & Wonder’s Q2 2025 earnings grew and margins widened compared with Q2 2024, and the results were strong enough to be described as beating analyst expectations.
  • Quantitative assessment: Not possible with the excerpt you supplied; the exact magnitude of the growth, the percentage change in margins, and the size of the beat versus consensus are not disclosed in the provided text.

If you can locate the full earnings release or the accompanying Form 10‑Q, I can gladly break down the numbers and give you a detailed, side‑by‑side comparison with last year’s quarter and with analyst consensus.

Other Questions About This News

Which game titles or segments drove the earnings and margin improvements in this quarter? What guidance does the company provide for Q3 and full‑year 2025 earnings and revenue? What are the risks associated with the transition to the ASX, including regulatory and operational challenges? What is the expected impact of the NASDAQ delisting on the stock’s price volatility and trading volumes? How will the delisting from Nasdaq and sole listing on the ASX affect LNW's liquidity and shareholder composition? How does Light & Wonder's Q2 performance compare to its main competitors in the casual gaming sector? Will the move to the ASX impact the company's access to capital and cost of capital? What are the implications of the ASX listing for foreign investors and ADR holders? Does the company plan any new product releases or acquisitions that could sustain growth beyond Q2?