Services-Miscellaneous Amusement & Recreation · SIC 7990

Falcon's Beyond Global, Inc.

FBYDW

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Latest revenue

$5.4M

as of 2026-03-31

Latest net income

$3.1M

as of 2026-03-31

Net margin

57.1%

as of 2026-03-31

Price · 5Y

+78.0% / yr 64.3 pts / yr vs S&P 500 354.5% total
Compare:

Live market

delayed ≤15 min
$2.50
8.09%
Market cap
$25
Enterprise value
$25
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$3.97
52-wk low
$0.50
Beta
Shares out
10

5-year trend

dashed bar = fiscal Q4 derived from 10-K annual − Q1 − Q2 − Q3 (SEC requires only three 10-Qs per year).

What this company does

AI

Falcon's Beyond Global designs and builds immersive theme park attractions, rides, and entertainment destinations for clients like Saudi Arabia's Qiddiya and operates its own branded venues. The company earns revenue through creative and design consulting fees, ride-system engineering and manufacturing, and operating stakes in destinations like Spanish hotel-and-park venture PDP. Falcon's is pivoting toward an asset-light model, acquiring Oceaneering's ride-systems business in May 2025 while divesting hotels and winding down stalled joint ventures to focus on Saudi mega-projects.

Generated from FBYDW's filing dated 2026-03-30

Key risks

AI
  • Heavy dilution overhang: 15M earnout shares already released; 25M more trigger at $20.83/$25.00 VWAPs, plus 6.3M convertible Series B preferred.
  • Core operations off balance sheet: FCG and PDP accounted for as equity-method investments, limiting transparency into a 'substantial portion' of operations.
  • Liquidity strain: raised only $12M cash via 11% Series B preferred, exchanging $20.5M debt; PDP hotel sale netted just $27M distribution.

Generated from FBYDW's filing dated 2026-03-30

Profitability

Operating margin

-90.0%

61.7%

Leverage

Debt / equity

4.59×

158.7%

Long-term debt / equity

1.05×

130.2%

Debt / assets

82.1%

28.4%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$5.4M+214.8%$3.1M+185.0%57.1%

Q4 2025

2025-12-31

$6.6M+383.5%

Q3 2025

2025-09-30

$4.1M+95.9%

Q2 2025

2025-06-30

$2.5M+41.8%

Q1 2025

2025-03-31

$1.7M+12.7%$-3.6M-211.7%

Q4 2024

2024-12-31

$1.4M

Q3 2024

2024-09-30

$2.1M+30.9%

Q2 2024

2024-06-30

$1.8M-66.2%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Services-Miscellaneous Amusement & Recreation · SIC 7990

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Insider activity

No insider transactions on file for FBYDW in the last 12 months.

Source: SEC Form 4 filings. Backfill runs nightly.

Who owns FBYDW

Institutional value

$296.7K

Total shares held

166.2K

Distinct holders

5

-15 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1Y.D. More Investments Ltd75.0K$141.8K+0 (+0.0%)No change
2DUPONT CAPITAL MANAGEMENT CORP25.0K$51.0K+0 (+0.0%)No change
3WOLVERINE ASSET MANAGEMENT LLC24.2K$45.8K-27.9K (-53.5%)Trimmed
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC32.0K$37.7K+0 (+0.0%)No change
5Calamos Advisors LLC10.0K$20.4K+0 (+0.0%)No change

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

AI
  1. 1

    With FCG and PDP still accounted for as equity-method investments, when will consolidated revenue reflect Saudi engagements, and what's run-rate FCG EBITDA today?

  2. 2

    The first $16.67 earnout triggered 15M shares—what's the pro forma dilution and float impact, and are $20.83 and $25.00 tiers within reach?

  3. 3

    Post the $27M PDP distribution from Sol Tenerife, what's current liquidity, and does it fund OES integration plus the 106,000 sq ft lease obligations?

Refreshed when FBYDW files a new report · last from 2026-03-30