Feed / RRR

Red Rock Resorts, Inc.

RRR

Consumer Cyclical · 55.92 +2.3% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Red Rock Resorts, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Company+2.3% todayVolume comparison unavailable
Market group0 of 1 activeCasinos · unavailable
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
  • Company reports a year-over-year decrease in interest expense attributed to lower interest rates; interest expense, net reported $49,504 for the quarter.
  • Station LLC states it maintains borrowing availability under its Revolving Credit Facility, subject to continued compliance with facility terms.

Invalidation: The isolated read changes if RRR's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Cyclical · Resorts & Casinos

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Company reports a year-over-year decrease in interest expense attributed to lower interest rates; interest expense, net reported $49,504 for the quarter.
  • Station LLC states it maintains borrowing availability under its Revolving Credit Facility, subject to continued compliance with facility terms.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations328
Usable filing statements61
Verified relationships1
Evidence supporting the case
  • Net margin changed +1.4 percentage points in the latest annual period.
  • Macroeconomic conditions has repeated favorable evidence across 4 filings.
Evidence challenging the case
  • Credit and interest rates has repeated adverse evidence across 5 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 11, 2026

55.92
6m-3.1%12m-9.1%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$1.6B+36.8%$2.84
2022-12-31$1.7B+2.8%$3.36-10.1%
2023-12-31$1.7B+3.6%$2.94-1.4%
2024-12-31$1.9B+12.5%$2.53+0.4%
2025-12-31$2.0B+3.7%$3.12-1.0%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 5 filings
The decrease in interest expense was due to lower interest rates for the current year periods as compared to the same periods in the prior year.
10-Q · Aug 7, 2026
Macroeconomic conditionspositive · 4 filings
Given the ongoing economic uncertainty driven by inflation, heightened interest rates, increased geo-political and regional uncertainty and conflicts, and the current administration’s approach to regulation and oversight, it is difficult to predict whether th…
10-Q · Aug 7, 2026
Legal and regulatory exposuremixed · 1 filings
At December 31, 2025, Station LLC’s borrowing availability under its Revolving Credit Facility, subject to continued compliance with the terms of the Credit Facility, was $ 898.2 million, which was net of $ 155.0 million in outstanding borrowings and $ 46.8 m…
10-K · Feb 20, 2026
Restructuring and cost reductionsmixed · 1 filings
Auditing management’s annual goodwill and indefinite lived intangible assets impairment tests was complex due to the use of valuation methodologies in the determination of the fair values of the goodwill reporting units and intangible assets.
10-K · Feb 20, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

55.92+2.3% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for RRR. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for RRR. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind RRR

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depended on by

VICIVICI Properties Inc.investeeFeb 25, 2026

Proceeds from the Term Loan Arrangement will be used for the development of the North Fork Mono Casino & Resort (“North Fork”) located near Madera, California, which will be developed and managed by affiliates of Red Rock Resorts, Inc.

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

RRR is currently a Leader in the organic co-movement group Casinos. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for RRR; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.