Aristocrat Leisure (ASX: ALL) reported normalised NPATA of AUD 1.55 billion for FY2025 ended September 30, 2025 — up 12.2% year on year and beating the AUD 1.53 billion analyst estimate. Total revenue reached AUD 6.30 billion, up 11%, with EBITDA climbing 15.6% to AUD 2.63 billion. This article compiles verified figures from the company’s ASX filings, AGM disclosures, and analyst commentary published between November 2025 and May 2026.

Aristocrat Leisure Statistics 2026 – TLDR

  • FY2025 revenue rose 11% to AUD 6.30 billion, with NPATA up 12.2% to AUD 1.55 billion.
  • EBITDA margin expanded from 40.1% to 41.7%, lifting EBITDA to AUD 2.63 billion.
  • Aristocrat Interactive revenue jumped 53.8% to AUD 344.3 million on the first full year of NeoGames.
  • Shareholders received AUD 1.4 billion across dividends and buybacks in the 12 months to September 2025.
  • FY2026 NPATA growth guidance is around 8%, with the next earnings report due May 13, 2026.

How Much Revenue Did Aristocrat Leisure Generate in FY2025?

Aristocrat reported AUD 6.30 billion in revenue for FY2025, an 11% rise from AUD 5.68 billion in FY2024. Normalised NPATA reached AUD 1.55 billion versus the AUD 1.53 billion consensus, while EBITDA grew 15.6% to AUD 2.63 billion. EPSA grew 15%, helped by the share count reduction from buybacks.

MetricFY2024FY2025YoY Change
RevenueAUD 5.68BAUD 6.30B+11%
Normalised NPATAAUD 1.38BAUD 1.55B+12.2%
EBITDAAUD 2.63B+15.6%
EBITDA Margin40.1%41.7%+1.6pp
EPSA Growth+15%
D&D as % of Revenue12.7%

Source: Aristocrat Leisure FY2025 Full Year Profit Announcement (ASX, 12 November 2025)

The 1.6 percentage point margin expansion came from a richer product mix and the full-year inclusion of NeoGames in Aristocrat Interactive, which carries higher recurring digital margins, mirroring trends seen across in-game purchase spending data. Net debt sat at just AUD 423 million against AUD 2.63 billion of EBITDA, giving the company plenty of room to fund buybacks and dividends.

Aristocrat Leisure Statistics by Business Segment

Aristocrat reports three operating segments. Aristocrat Gaming generated AUD 4.0 billion in revenue and AUD 2.2 billion in segment profit in FY2025, supported by 75,200 installed units in North America and a 43% market share. Aristocrat Interactive recorded AUD 344.3 million in revenue, up 53.8%. Product Madness launched 74 new games during the year despite social casino market headwinds.

SegmentFY2025 FigureYoY ChangeKey Driver
Aristocrat Gaming RevenueAUD 4.0BNorth American installed base growth
Aristocrat Gaming ProfitAUD 2.2B+6.9%Fee Per Day stability
North America Market Share43%+80 bpsEilers performance database
North America Installed Units75,200+Net additions during FY2025
Aristocrat Interactive RevenueAUD 344.3M+53.8%First full year of NeoGames
Product Madness Game Launches74Outperformed social slots market

Source: Aristocrat Leisure FY2025 ASX Filing; Eilers Game Performance Database, October 2025

Aristocrat Interactive’s 53.8% growth was the fastest across the portfolio, driven by NeoGames being included for 12 months in FY2025 versus six months in FY2024. Management has set a target of AUD 1 billion in revenue by FY2029, supported by broader mobile gaming market growth. The white label business inside Interactive — contributing AUD 36 million in revenue but minimal profit — will be exited during FY2026.

Aristocrat Gaming North American Position

The 43% market share in North American gaming operations rose 80 basis points year on year, sourced from the Eilers-Fantini database cited in the company’s annual filing. This share is the leading metric used by analysts tracking Aristocrat against International Game Technology and Light & Wonder, with the broader competitive picture mapped in global video game industry figures.

Aristocrat Leisure Statistics on Shareholder Returns

Aristocrat returned AUD 1.4 billion to shareholders across dividends and buybacks in the 12 months to September 2025. The full-year dividend was AUD 0.93 per share, up 19% year on year. The on-market buyback program was extended to March 2027 and lifted to AUD 1.5 billion. By March 31, 2026, Aristocrat had bought back 22.34 million shares.

Capital Return MetricFY2025 FigureNotes
Full-Year Dividend Per ShareAUD 0.93+19% YoY; unfranked
Final DividendAUD 0.49Paid 8 December 2025
Total Dividends PaidAUD 577MAcross H1 and H2
Buyback Completed in FY2025AUD 1.85BEarlier program
New Buyback AuthorisationAUD 1.5BExtended to 5 March 2027
Total Returned to ShareholdersAUD 1.4B12 months to September 2025
Net DebtAUD 423M~0.16x EBITDA

Source: Aristocrat AGM, 18 February 2026; ASX Filings, November 2025 and April 2026

On April 22, 2026, Aristocrat refinanced its debt with a US$850 million Term Loan A due April 2031 and a US$1.0 billion revolving credit facility due April 2030. CFO Sally Denby said the deal reflected the company’s investment-grade credit profile.

What Is the Aristocrat Leisure FY2026 Outlook?

Aristocrat guided to roughly 8% NPATA growth in FY2026 at the November 2025 results, with longer-term forward guidance of around 14.5% per annum. CEO Trevor Croker confirmed gaming net unit additions of 4,000 to 5,000 in FY2026, weighted to the second half. The Massachusetts iLottery contract starts in July 2026, and Michigan iLottery becomes exclusive to Aristocrat Interactive the same month.

FY2026 Outlook ItemFigure / DateSource
FY2026 NPATA Growth Guidance~8%FY2025 results
Long-Term NPATA CAGR Target~14.5% p.a.November 2025 guidance
Gaming Net Unit Additions4,000–5,000H2 FY2026 weighted
Massachusetts iLottery StartJuly 2026AGM, February 2026
Michigan iLottery ExclusiveJuly 2026AGM, February 2026
Interactive AUD 1B Revenue TargetFY2029Management target
Light & Wonder SettlementUS$127.5M paid to AristocratJanuary 2026
Next Earnings Report13 May 2026Half-year results

Source: Ticker Report citing AGM, 18 February 2026; Aristocrat Investor Centre

The share price closed at AUD 47.75 on May 1, 2026, down around 36% over 12 months, with a market cap near AUD 29.66 billion. Analyst consensus sits at AUD 66.04, implying 40% upside, with 15 buys and 0 sells. The May 13 half-year report will show whether Aristocrat’s digital strategy can translate into the projected second-half acceleration, a model that echoes how gaming subscription adoption has shifted recurring revenue across the wider sector.

Aristocrat Leisure Statistics at a Glance

The table below collects the headline figures from FY2025 results, the February 2026 AGM, and recent ASX filings into a single reference for readers tracking listed gaming companies alongside wider online gaming market data.

MetricFigure
Revenue (FY2025)AUD 6.30B
NPATA (FY2025)AUD 1.55B
EBITDA (FY2025)AUD 2.63B
EBITDA Margin41.7%
Gross Margin60.94%
Net Profit Margin18.80%
EPS (Reported)AUD 1.95
D&D Investment12.7% of revenue
Employees7,400
North America Installed Units75,200+
Market Capitalisation~AUD 29.66B
Shares Outstanding601.11M
52-Week Share Price RangeAUD 44.18 – 73.29
Analyst Consensus TargetAUD 66.04
CEOTrevor Croker
Founded / HQ1950 / North Ryde, Sydney

Source: Aristocrat FY2025 ASX Filing; Stockopedia and Investing.com data, May 2026

FAQs

How much revenue did Aristocrat Leisure make in FY2025?

Aristocrat Leisure reported AUD 6.30 billion in revenue for FY2025 ended September 30, 2025, up 11% year on year. Normalised NPATA reached AUD 1.55 billion, up 12.2%, beating the AUD 1.53 billion analyst consensus.

What is Aristocrat Leisure’s market share in North America?

Aristocrat Gaming holds a 43% share of the North American gaming operations market, up 80 basis points year on year, with more than 75,200 installed units across the region according to the FY2025 annual filing and Eilers performance data.

How much does Aristocrat Leisure pay in dividends?

Aristocrat paid AUD 0.93 per share in total dividends for FY2025, up 19% year on year. The final dividend of AUD 0.49 per share was paid on December 8, 2025. Dividends are unfranked.

How many employees does Aristocrat Leisure have?

Aristocrat Leisure employs around 7,400 people globally as of May 2026. The company is headquartered in North Ryde, Sydney, with major operations across Australia, North America, the UK, Israel, and other regulated gaming jurisdictions.

When is Aristocrat Leisure’s next earnings report?

Aristocrat Leisure releases its FY2026 half-year results on May 13, 2026. Analysts expect half-year EPS of around AUD 1.31 and revenue of AUD 3.08 billion, with FY2026 NPATA growth guided at roughly 8%.

Sources

Sheldon has spent over a decade immersed in retro gaming, from NES classics to arcade gems. He's deeply passionate about preserving gaming history and helping others rediscover these timeless titles. When he's not gaming, Shaun writes about the evolution of video games and their cultural impact.