Aristocrat Reports Strong H1 2026 Results with 19% EPSA Growth

Revenue and earnings rise as Aristocrat strengthens global market position

The company reported revenue growth of 6.4% in constant currency, supported by strong momentum across its gaming, social casino, and interactive divisions. Normalised NPATA increased 16.3% in constant currency to A$794 million, while earnings per share reached 129.0 cents.

Aristocrat also confirmed the expansion of its on-market share buy-back program by an additional A$1 billion, bringing the total program to up to A$2.5 billion through May 2027.

Strong operational momentum across all divisions

According to CEO and Managing Director Trevor Croker, the company’s first-half performance reflects disciplined execution, operational efficiency, and the strength of its diversified portfolio.

Croker said Aristocrat continued to deliver market share gains in strategic segments while balancing shareholder returns with long-term investment in technology, talent, and innovation.

The company highlighted several key achievements during the period, including:

Revenue growth of 6% in constant currency

EBITA growth of 14% in constant currency

NPAT growth of 17.1% in constant currency

EPSA growth of 19.1% in constant currency

Expansion of the Gaming Operations installed base

Strong performance from social casino and iLottery businesses

A$981 million returned to shareholders through dividends and buy-backs

Aristocrat Gaming drives market share expansion

North America and Australia lead outright sales growth

Aristocrat Gaming delivered one of the strongest performances across the group, driven by exceptional outright sales growth in North America and Australia/New Zealand.

Revenue for the division increased to A$1.96 billion, while profit reached A$1.06 billion during the six-month period.

The company stated that Gaming Operations market share expanded to 43%, supported by the strength and depth of its portfolio and increasing customer demand across key jurisdictions.

While profit margins slightly decreased due to the sales mix effect from exceptionally strong outright sales, the division maintained robust profitability with a margin above 54%.

Product Madness continues to outperform social casino market

User acquisition and direct-to-consumer strategy deliver results

Product Madness continued to outperform the broader social casino market during the first half of 2026.

The company attributed the performance to focused investment in user acquisition and successful direct-to-consumer conversion strategies, which helped strengthen engagement across its leading franchises.

Aristocrat noted that the segment maintained solid momentum despite ongoing competition within the mobile gaming sector.

Aristocrat Interactive sees growth in iLottery and content

Strategic exit from White Label business impacts segment mix

Aristocrat Interactive recorded revenue growth driven by strong performances in iLottery and gaming content solutions.

However, the company noted that growth was partially offset by the strategic decision to exit the White Label business, part of a broader focus on scalable and higher-margin opportunities.

Aristocrat said the Interactive division remains an important long-term growth pillar as digital gaming markets continue to expand globally.

Company invests in AI, leadership and long-term growth

Aristocrat strengthens executive team and Board

Croker also highlighted Aristocrat’s continued investment in leadership and emerging technologies, particularly artificial intelligence.

The company recently added senior executives with expertise in AI, iGaming, operations, marketing, and commercial management as part of its broader growth strategy.

In addition, Michael Rumbolz has been nominated as a non-executive director effective July 1, 2026, pending regulatory approvals. Rumbolz brings more than four decades of gaming industry experience to the Board.

According to Croker, Aristocrat is increasingly leveraging AI to improve operational efficiency, scale its business model, and strengthen strategic advantages across the organization.

Interim dividend and shareholder returns announced

The Board authorised an interim unfranked dividend of 50.0 cents per share, equivalent to approximately A$301 million.

The dividend record date is scheduled for May 26, 2026, with payment to shareholders expected on July 1, 2026.

Aristocrat reaffirmed its commitment to disciplined capital management, combining shareholder returns with ongoing investment in growth initiatives and product innovation.