Rush Street Interactive Posts 27.8% Q4 Revenue Jump to $324.9M and Guides $1.4B 2026
Rush Street Interactive posted Q4 revenue of $324.9 million, up 27.8% year-over-year, while adjusted EPS came in at $0.08 versus $0.11 expected and shares jumped 7.1%. It delivered full-year revenue of $1.13 billion with 66% EBITDA growth and guided 2026 revenue to $1.375–1.425 billion and EBITDA to $220 million.
1. Q4 Financial Results
Rush Street Interactive reported Q4 revenue of $324.9 million, a 27.8% increase year-over-year, while adjusted EPS of $0.08 missed the $0.11 consensus. The stock rose 7.1% on the revenue beat and management’s positive outlook.
2. Full-Year 2025 Performance
The company achieved record annual revenue of $1.13 billion and 66% adjusted EBITDA growth, driven by disciplined market entry, a casino-first strategy and a 51% year-over-year surge in North American online casino active users.
3. 2026 Guidance and Outlook
For full-year 2026, Rush Street Interactive guided revenue between $1.375 billion and $1.425 billion (midpoint $1.4 billion) and EBITDA of $220 million, both above consensus. An Alberta online gaming launch expected in Q2 is not yet factored into the formal guidance.
4. Strategic and Operational Highlights
The firm maintained market share in Colombia by absorbing a 19% VAT through adjusted bonusing, reached record first-time depositors for three consecutive quarters and plans to expand proprietary casino content and legislative lobbying while increasing absolute marketing spend to support growth.