Spoken Alpha
CHDN
Churchill Downs Inc
Overview
Churchill Downs operates thoroughbred racetracks, historical racing entertainment venues, and regional casinos across the U.S., generating revenue from pari-mutuel wagering, gaming machines, table games, and hotel services.
Churchill Downs Inc is a Consumer Cyclical company operating in Gambling with a $6.15B market cap.
Most recent reported earnings: Q2 FY2026 (Jul 28, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-04-2312 Q&A exchanges
- Q4 FY2025Earnings2026-02-2611 Q&A exchanges
- Q3 FY2025Earnings2025-10-2310 Q&A exchanges
- Q2 FY2025Earnings2025-07-2412 Q&A exchanges
- Q1 FY2025Earnings2025-04-2412 Q&A exchanges
- Q4 FY2024Earnings2025-02-2013 Q&A exchanges
- Q3 FY2024Earnings2024-10-2413 Q&A exchanges
- Q2 FY2024Earnings2024-07-2514 Q&A exchanges
- Q1 FY2024Earnings2024-04-2515 Q&A exchanges
- Q4 FY2023Earnings2024-02-2228 Q&A exchanges
- Q3 FY2023Earnings2023-10-2618 Q&A exchanges
- Q2 FY2023Earnings2023-07-2718 Q&A exchanges
- Q1 FY2023Earnings2023-04-2718 Q&A exchanges
- Q4 FY2022Earnings2023-02-2324 Q&A exchanges
- Q3 FY2022Earnings2022-10-2717 Q&A exchanges
- Q2 FY2022Earnings2022-07-2819 Q&A exchanges
- Q1 FY2022Earnings2022-04-2821 Q&A exchanges
- Q4 FY2021Earnings2022-02-249 Q&A exchanges
- Q3 FY2021Earnings2021-10-2823 Q&A exchanges
- Q2 FY2021Earnings2021-07-3018 Q&A exchanges
- Q1 FY2021Earnings2021-04-2217 Q&A exchanges
History
Earnings history
- Q2 FY20262026-07-28EPS— vs $3.42—Rev— vs ——EODHD
- Q1 FY20262026-04-28EPS$1.21 vs $1.02+18.6%Rev$663.0M vs ——EODHD
- Q4 FY20252026-02-24EPS$0.97 vs $0.89+9.0%Rev$665.9M vs ——EODHD
- Q3 FY20252025-10-21EPS$1.09 vs $0.97+12.4%Rev$683.0M vs ——EODHD
- Q2 FY20252025-07-21EPS$3.10 vs $2.94+5.4%Rev$934.4M vs ——EODHD
- Q1 FY20252025-04-21EPS$1.07 vs $1.13-5.3%Rev$642.6M vs ——EODHD
- Q4 FY20242025-02-18EPS$0.92 vs $0.95-2.9%Rev$624.2M vs ——EODHD
- Q3 FY20242024-10-22EPS$0.97 vs $1.06-8.5%Rev$628.5M vs ——EODHD
- Q2 FY20242024-07-23EPS$2.89 vs $2.71+6.6%Rev$890.7M vs ——EODHD
- Q1 FY20242024-04-23EPS$1.13 vs $0.83+36.1%Rev$590.9M vs ——EODHD
- Q4 FY20232024-02-20EPS$0.86 vs $0.74+16.2%Rev$561.2M vs ——EODHD
- Q3 FY20232023-10-24EPS$0.87 vs $0.86+1.2%Rev$572.5M vs ——EODHD
- Q2 FY20232023-07-25EPS$2.24 vs $2.60-13.9%Rev$768.5M vs ——EODHD
- Q1 FY20232023-04-25EPS$1.96 vs $1.79+9.5%Rev$559.5M vs ——EODHD
- Q4 FY20222023-02-21EPS$1.46 vs $1.67-12.6%Rev$480.1M vs ——EODHD
- Q3 FY20222022-10-25EPS$1.62 vs $1.30+24.6%Rev$383.1M vs ——EODHD
- Q2 FY20222022-07-26EPS$3.90 vs $3.80+2.6%Rev$582.5M vs ——EODHD
- Q1 FY20222022-04-26EPS$1.23 vs $1.07+14.9%Rev$364.1M vs ——EODHD
- Q4 FY20212022-02-22EPS$1.11 vs $1.10+0.9%Rev$364.8M vs ——EODHD
- Q3 FY20212021-10-26EPS$1.57 vs $1.47+6.8%Rev$393.0M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-07-28 | — | $3.42 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-04-28 | $1.21 | $1.02 | +18.6% | $663.0M | — | — | EODHD |
| Q4 FY2025 | 2026-02-24 | $0.97 | $0.89 | +9.0% | $665.9M | — | — | EODHD |
| Q3 FY2025 | 2025-10-21 | $1.09 | $0.97 | +12.4% | $683.0M | — | — | EODHD |
| Q2 FY2025 | 2025-07-21 | $3.10 | $2.94 | +5.4% | $934.4M | — | — | EODHD |
| Q1 FY2025 | 2025-04-21 | $1.07 | $1.13 | -5.3% | $642.6M | — | — | EODHD |
| Q4 FY2024 | 2025-02-18 | $0.92 | $0.95 | -2.9% | $624.2M | — | — | EODHD |
| Q3 FY2024 | 2024-10-22 | $0.97 | $1.06 | -8.5% | $628.5M | — | — | EODHD |
| Q2 FY2024 | 2024-07-23 | $2.89 | $2.71 | +6.6% | $890.7M | — | — | EODHD |
| Q1 FY2024 | 2024-04-23 | $1.13 | $0.83 | +36.1% | $590.9M | — | — | EODHD |
| Q4 FY2023 | 2024-02-20 | $0.86 | $0.74 | +16.2% | $561.2M | — | — | EODHD |
| Q3 FY2023 | 2023-10-24 | $0.87 | $0.86 | +1.2% | $572.5M | — | — | EODHD |
| Q2 FY2023 | 2023-07-25 | $2.24 | $2.60 | -13.9% | $768.5M | — | — | EODHD |
| Q1 FY2023 | 2023-04-25 | $1.96 | $1.79 | +9.5% | $559.5M | — | — | EODHD |
| Q4 FY2022 | 2023-02-21 | $1.46 | $1.67 | -12.6% | $480.1M | — | — | EODHD |
| Q3 FY2022 | 2022-10-25 | $1.62 | $1.30 | +24.6% | $383.1M | — | — | EODHD |
| Q2 FY2022 | 2022-07-26 | $3.90 | $3.80 | +2.6% | $582.5M | — | — | EODHD |
| Q1 FY2022 | 2022-04-26 | $1.23 | $1.07 | +14.9% | $364.1M | — | — | EODHD |
| Q4 FY2021 | 2022-02-22 | $1.11 | $1.10 | +0.9% | $364.8M | — | — | EODHD |
| Q3 FY2021 | 2021-10-26 | $1.57 | $1.47 | +6.8% | $393.0M | — | — | EODHD |
Source: EODHD. CHDN reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks CHDN's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 90% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $2.41 | $1.87 | +28.7% | -2.7% | -0.3% |
| Q4 FY2026 | $2.20 | $1.73 | +26.9% | +0.1% | +0.2% |
| Q3 FY2026 | $2.08 | $1.72 | +21.0% | +6.0% | +7.0% |
| Q2 FY2026 | $2.37 | $1.85 | +28.3% | +6.0% | +6.8% |
| Q1 FY2025 | $2.03 | $1.74 | +16.5% | +1.4% | +0.6% |
| Q4 FY2025 | $2.41 | $1.93 | +25.0% | +0.9% | -0.9% |
| Q3 FY2025 | $2.29 | $1.94 | +18.0% | +4.3% | +6.5% |
| Q2 FY2025 | $2.31 | $2.00 | +15.3% | +8.7% | +6.3% |
| Q1 FY2024 | $2.34 | $2.02 | +15.8% | +3.5% | +2.5% |
| Q4 FY2024 | $2.32 | $1.87 | +24.0% | +5.6% | +4.0% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- William C CarstanjenCEO8 mo21 callsCurrentSample
CEO since 2025 • 2/4 beats (50%) • last guidance cut Q1 FY2026
- Marcia A DallCFO6 mo19 callsCurrentSample
CFO since 2025 • 3/4 beats (75%) • guidance suspended Q2 FY2026
- William E MuddCOO8 mo6 callsCurrentSample
COO since 2025 • 2/4 beats (50%) • last guidance raise Q3 FY2026
- Bradley K BlackwellEVP, General Counsel6 mono recorded callsCurrentSample
DIVISION_HEAD since 2025 • 3/4 beats (75%) • last guidance raise Q3 FY2026
- Maureen AdamsEVP, Gaming Operations6 mono recorded callsCurrentSample
DIVISION_HEAD since 2025 • 2/4 beats (50%) • guidance suspended Q1 FY2026
Peers
Other companies in Consumer Cyclical
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for CHDN.
$ curl https://api.spokenalpha.com/v1/companies/CHDNFAQ
Frequently asked about CHDN
Where can I find Churchill Downs Inc's (CHDN) earnings call transcripts?
Spoken Alpha indexes CHDN's earnings call transcripts at https://spokenalpha.com/companies/CHDN. Each call links to attributed speakers and parsed analyst Q&A. Churchill Downs Inc's own investor relations page is at https://ir.churchilldownsincorporated.com/financial-information.
When was Churchill Downs Inc's most recent earnings call?
Churchill Downs Inc (CHDN) held its most recent earnings call on 2026-04-23, covering fiscal Q1 2026.
What sector is CHDN in?
Churchill Downs Inc (CHDN) operates in the Consumer Cyclical sector (Gambling industry).