VICI
VICI Properties·NYSE
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VICI fundamentals
VICI Properties (VICI) released its earnings on Feb 25, 2026: revenue was 1.01B (YoY +3.79%), beat estimates; EPS was 0.57 (YoY -1.72%), missed estimates.
Revenue / YoY
1.01B
+3.79%
EPS / YoY
0.57
-1.72%
Report date
Feb 25, 2026
VICI Earnings Call Summary for Q4,2025
- $2.1B Strategic Investments: 2025 highlights include a $1.16B Golden Entertainment deal and $960M in non-gaming loans, diversifying into live entertainment and sports.
- AFFO Growth: 6.6% YoY growth to $2.5B, with 2026 guidance of $2.59-2.625B, driven by stable triple-net model (1.6% G&A as % of revenue).
- Balance Sheet Strength: 5.0x leverage, $3.2B liquidity, and 2026 debt refinancing at low 4% rates.
- Strategic Shifts: Expansion into sports (50+ university discussions) and live entertainment, with a focus on Gen Z trends and mixed-use developments.
- Caesars Update: Ongoing lease negotiations aim to reduce tenant concentration (39% Caesars exposure) while maintaining operator collaboration.
EPS
Actual | -0.05 | 0.47 | 0.74 | 0.53 | 0.5 | 0.54 | 0.28 | 0.44 | 0.35 | -0.06 | 0.34 | 0.63 | 0.52 | 0.69 | 0.55 | 0.72 | 0.57 | 0.71 | 0.7 | 0.58 | 0.51 | 0.82 | 0.71 | 0.57 | |||||||||
Forecast | 0.3233 | 0.3497 | 0.3486 | 0.4804 | 0.4958 | 0.4991 | 0.4465 | 0.455 | 0.435 | 0.5125 | 0.5666 | 0.5797 | 0.6111 | 0.6351 | 0.6425 | 0.6536 | 0.6629 | 0.6722 | 0.6704 | 0.6756 | 0.6836 | 0.6908 | 0.6894 | 0.6964 | |||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -115.47% | +34.40% | +112.28% | +10.32% | +0.85% | +8.19% | -37.29% | -3.30% | -19.54% | -111.71% | -39.99% | +8.68% | -14.91% | +8.64% | -14.40% | +10.16% | -14.01% | +5.62% | +4.42% | -14.15% | -25.39% | +18.70% | +2.99% | -18.15% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | 255.00M | 257.90M | 339.65M | 373.02M | 374.31M | 376.40M | 375.70M | 383.15M | 416.63M | 662.62M | 751.54M | 769.91M | 877.65M | 898.16M | 904.32M | 931.87M | 951.48M | 957.00M | 964.67M | 976.05M | 984.20M | 1.00B | 1.01B | 1.01B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | 253.85M | 255.74M | 306.69M | 349.93M | 361.34M | 368.62M | 375.57M | 377.12M | 411.14M | 598.13M | 726.93M | 747.71M | 824.85M | 873.90M | 896.47M | 917.94M | 933.69M | 949.67M | 953.19M | 970.53M | 976.03M | 993.07M | 998.92M | 1.01B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +0.45% | +0.85% | +10.75% | +6.60% | +3.59% | +2.11% | +0.03% | +1.60% | +1.33% | +10.78% | +3.39% | +2.97% | +6.40% | +2.78% | +0.88% | +1.52% | +1.91% | +0.77% | +1.20% | +0.57% | +0.84% | +0.83% | +0.86% | +0.36% |
Earnings Call
You can ask Aime
What guidance did VICI Properties's management provide for the next earnings period?What is the revenue and EPS growth rate for VICI Properties year over year?Did VICI Properties beat or miss consensus estimates last quarter?What does VICI Properties do and what are its main business segments?What is VICI Properties's gross profit margin?What were the key takeaways from VICI Properties’s earnings call?What is VICI Properties's latest dividend and current dividend yield?What is the market's earnings forecast for VICI Properties next quarter?
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