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VICI Properties Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $0.707 |
| EPS actual | $0.82 |
| EPS Surprise | 15.98% |
| Revenue estimate | 1.014B |
| Revenue actual | 1.019B |
| Revenue Surprise | 0.424% |
| Release date | Feb 25, 2026 |
| EPS estimate | $0.696 |
| EPS actual | $0.570 |
| EPS Surprise | -18.10% |
| Revenue estimate | 1.009B |
| Revenue actual | 1.013B |
| Revenue Surprise | 0.362% |
| Release date | Oct 30, 2025 |
| EPS estimate | $0.590 |
| EPS actual | $0.710 |
| EPS Surprise | 20.34% |
| Revenue estimate | 1.013B |
| Revenue actual | 1.015B |
| Revenue Surprise | 0.262% |
| Release date | Jul 30, 2025 |
| EPS estimate | $0.600 |
| EPS actual | $0.82 |
| EPS Surprise | 36.67% |
| Revenue estimate | 993.901M |
| Revenue actual | 1.001B |
| Revenue Surprise | 0.748% |
Last 4 Quarters for VICI Properties
Below you can see how VICI performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 30, 2025 |
| Price on release | $32.53 |
| EPS estimate | $0.600 |
| EPS actual | $0.82 |
| EPS surprise | 36.67% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $33.41 |
| Jul 25, 2025 | $33.38 |
| Jul 28, 2025 | $32.49 |
| Jul 29, 2025 | $32.87 |
| Jul 30, 2025 | $32.53 |
| Jul 31, 2025 | $32.60 |
| Aug 01, 2025 | $33.11 |
| Aug 04, 2025 | $33.93 |
| Aug 05, 2025 | $33.52 |
| 4 days before | -2.63% |
| 4 days after | 3.04% |
| On release day | 0.215% |
| Change in period | 0.329% |
| Release date | Oct 30, 2025 |
| Price on release | $29.52 |
| EPS estimate | $0.590 |
| EPS actual | $0.710 |
| EPS surprise | 20.34% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $31.19 |
| Oct 27, 2025 | $30.97 |
| Oct 28, 2025 | $30.36 |
| Oct 29, 2025 | $29.70 |
| Oct 30, 2025 | $29.52 |
| Oct 31, 2025 | $29.99 |
| Nov 03, 2025 | $30.09 |
| Nov 04, 2025 | $30.25 |
| Nov 05, 2025 | $30.17 |
| 4 days before | -5.35% |
| 4 days after | 2.20% |
| On release day | 1.59% |
| Change in period | -3.27% |
| Release date | Feb 25, 2026 |
| Price on release | $30.24 |
| EPS estimate | $0.696 |
| EPS actual | $0.570 |
| EPS surprise | -18.10% |
| Date | Price |
|---|---|
| Feb 19, 2026 | $29.87 |
| Feb 20, 2026 | $30.09 |
| Feb 23, 2026 | $30.22 |
| Feb 24, 2026 | $30.28 |
| Feb 25, 2026 | $30.24 |
| Feb 26, 2026 | $29.78 |
| Feb 27, 2026 | $30.21 |
| Mar 02, 2026 | $30.36 |
| Mar 03, 2026 | $30.20 |
| 4 days before | 1.24% |
| 4 days after | -0.132% |
| On release day | -1.52% |
| Change in period | 1.10% |
| Release date | Apr 29, 2026 |
| Price on release | $28.60 |
| EPS estimate | $0.707 |
| EPS actual | $0.82 |
| EPS surprise | 15.98% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $28.51 |
| Apr 24, 2026 | $28.42 |
| Apr 27, 2026 | $28.44 |
| Apr 28, 2026 | $28.65 |
| Apr 29, 2026 | $28.60 |
| Apr 30, 2026 | $29.22 |
| May 01, 2026 | $28.56 |
| May 04, 2026 | $28.10 |
| May 05, 2026 | $28.27 |
| 4 days before | 0.316% |
| 4 days after | -1.15% |
| On release day | 2.17% |
| Change in period | -0.84% |
VICI Properties Earnings Call Transcript Summary of Q1 2026
VICI Properties reported an active Q1 2026 highlighted by roughly $1.2 billion of new capital commitments and consecutive quarters of >$1 billion in deal activity. Key transactions include a $1.5 billion mezzanine loan (incremental $1.05B) to Cain & Eldridge for One Beverly Hills, the pending $144M acquisition of four Alberta assets tied to Pure Casino/Gamehost, a new lease tied to Clairvest/Northfield Park (adding a 14th tenant), and the closing of the $1.16B Golden transaction (Las Vegas locals entry). Management reiterated the company strategy of investing in “experiential” real estate, emphasizing secular demand for experiences vs. goods and the durability of that trend. Financially, AFFO per share grew 4.5% YoY in Q1 while share count rose ~1%; management raised 2026 AFFO guidance to $2.665B–$2.695B (or $2.44–$2.47/share). Balance sheet metrics: total debt $17.1B, net debt to annualized Q1 adjusted EBITDA ~5x (at low end of 5–5.5x target), weighted average interest rate ~4.46% (hedge-adjusted), ~5.7 years to maturity, and total liquidity ~ $3.1B. Management emphasized disciplined capital stewardship (approx. $650M annual free cash flow, ~75% AFFO payout ratio) and intent to protect and grow the dividend. Growth levers: continued diversification of tenant base, targeted mezzanine/loan financing as a strategic tool, selective international acquisitions/financings, and partnership capital (e.g., Cain & Eldridge) to supplement balance-sheet deployment. Las Vegas demand is improving with conventions, sports/entertainment and operator CapEx; regional markets remain steady. Management also noted forward-start interest rate swaps to hedge upcoming refinancings and reiterated they will not comment on rumor-driven takeover speculation about tenants.
