Earnings Releases·Oct 28, 2026, 4:36 PM ET

Rush Street Interactive — Third Quarter 2026 Earnings Summary

Q3 2026 revenue rose 39% YoY to $385.9 million, while net income surged 93% to $28.7 million and Adjusted EBITDA increased 73% to $62.2 million; nine-month revenue and net income grew 42% and 53% respectively to $1.15 billion and $84.2 million.
The company reiterated full-year 2026 revenue guidance of $1.56 billion to $1.60 billion and Adjusted EBITDA guidance of $245 million to $265 million, assuming operations remain in live jurisdictions including Colombia's 16% emergency tax.
Monthly Active Users reached 907,881, up 42% YoY, driven by a 46% increase in Latin America and a 34% rise in North America, with online casino identified as the primary profitability driver.
Capital return activity included $28.8 million in Class A stock repurchases and retirements, alongside $30.9 million in employee tax payments on withheld shares during the first nine months of 2026.
Management highlighted strong operating leverage, a robust balance sheet with $385.9 million in cash, and flexibility for opportunistic long-term investments, while noting continued expansion in Alberta and fifteen U.S. states.