Aristocrat Reports 14% Rise In Profits Passing $1 Billion
Aristocrat Leisure Limited has reported full-year net profit above US$1 billion, marking a 14 percent increase compared with the previous corresponding period. The result, covering the twelve months ended 30 September 2025, was driven by growth in both the company’s land-based gaming operations and its digital and iGaming businesses, alongside the contribution of the newly integrated NeoGames portfolio.
Group revenue for the fiscal year rose 11.0 percent year-on-year to AU$6.30 billion (approximately US$4.11 billion), or 8 percent growth on a constant currency basis. The increase reflected market share gains across the company’s core gaming portfolio as well as the inclusion of NeoGames, the online real-money gaming business acquired in 2024, for a full reporting period.
Net profit after tax and amortisation (NPATA), the company’s normalised earnings measure, grew to approximately AU$1.6 billion, surpassing the US$1 billion threshold for the first time. In constant currency terms, normalised NPATA expanded by 12 percent, with the stronger result in US dollar terms supported by currency movements.
Segment Results
The company’s core Gaming division delivered a 9.1 percent increase in revenue to AU$3.96 billion (roughly US$2.59 billion), supported by strong performance in North America and Australia. The North America Gaming Operations business, which supplies gaming machines to casino operators under participation arrangements, continued to expand its installed base, a key contributor to recurring revenue.
Aristocrat Interactive, the division encompassing online real-money gaming and related digital operations, recorded revenue of US$457.2 million, including the company’s share of joint-venture revenue, an increase of 3.4 percent year-on-year. Growth in the online business was supported by the continued scaling of the NeoGames platform and iLottery operations following the integration of the acquisition into the group structure.
Capital Returns and Strategic Direction
Alongside the full-year results, Aristocrat announced a return of AU$1.4 billion to shareholders, reflecting the strength of the company’s balance sheet and cash generation. The company has also signalled a sharpened strategic focus across its portfolio, including continued investment in its social casino and digital content businesses through the Pixel United framework.
Management has set a longer-term ambition for Aristocrat Interactive, targeting US$1 billion in annual revenue for the division by fiscal year 2029. Achieving that goal is expected to depend on further scaling of content and platform capabilities across regulated online markets.
