Rush Street Interactive Boosts 2026 Outlook Again

Rush Street Interactive (NYSE: RSI) delivered second-quarter results after the close of U.S. markets and as the gaming company often does when it posts quarterly numbers, it lifted its annual guidance.

For the second time this year, the gaming company boosted its 2026 outlook due in part to ongoing strength in its iGaming unit. Rush Street now expects full-year earnings before interest, taxes, depreciation and amortization (EBITDA) of $245 million to $265 million on revenue of $1.56 billion to $1.6 billion. Those estimates imply EBITDA growth of 59% to 72% and top line growth of 38% to 41%. When it delivered first-quarter results in April, RSI told investors it expected 2026 revenue of $1.49 billion to $1.54 billion and EBITDA of $230 million to $250 million.

The Chicago-based operator added the updated 2026 outlook is inclusive of only the markets in which it’s operational today and accounts for the 16% tax in Colombia. It launched iGaming in Alberta, Canada earlier this month.

iGaming Paying Off for Rush Street Interactive

The shares dipped during Wednesday’s after-hours session, but Rush Street Interactive has been one of the best-performing gaming names over the past year and its emphasis on online casinos is a big reason why.

While larger sportsbook-centric rivals such as DraftKings (NASDAQ: DKNG) and Flutter Entertainment (NYSE: FLUT) are struggling, Rush Street is thriving, aided by its emphasis on the higher-margin internet casino segment.

Rush Street’s Latin America exposure, largely comprised of three countries in the region, was a boon for the operator during the World Cup with Wall Street recently highlighting the operator as one of the clear beneficiaries of the quadrennial soccer tournament.

Record-Setting Q2

It’s in the rearview mirror now, but the Bet Rivers operator notched record-setting results in the April through June period. Rush Street posted net income of $29.3 million and EBITDA of $64.6 million on revenue of $393.8 million, all of which are quarterly records. Revenue surged 46% on a year-over-year basis.

“Average Revenue per Monthly Active User (ARPMAU) in North America was $320 during the second quarter of 2026 while ARPMAU in Latin America was $55,” according to the company.