Rush Street Interactive Raises 2026 Guidance Again as Growth Surges

Rush Street Interactive (NYSE: RSI) reported strong second-quarter earnings after the bell Wednesday, extending its track record of raising full-year guidance alongside quarterly results.

Driven by continued momentum in its iGaming segment, Rush Street boosted its 2026 outlook for the second time this year. The company now expects full-year revenue of $1.56 billion to $1.6 billion and EBITDA of $245 million to $265 million—representing year-over-year revenue growth of 38% to 41% and an EBITDA surge of 59% to 72%. That is up from RSI’s April forecast, which projected full-year 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 (July 27) 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.