Loading
Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Vici Properties (VICI) is 7/10.
VICI delivered Q1 AFFO per share growth of 4.5% with only 1% dilution, raising FY2026 guidance to $2.44-2.47 per share after back-to-back quarters exceeding $1B in capital commitments, a company first. The Cain/Eldridge mezzanine was expanded to $1.5B for One Beverly Hills, and international gaming entry was achieved with a $144M Alberta, Canada acquisition. Las Vegas was characterized as turning the corner with strong convention activity, and the experience economy secular thesis was reinforced by consumer spending data.
Scored from Vici Properties’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
Full Pro access for 30 days when you create a free account. No credit card required.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $976M | +4.7% | $0.58 | -19.4% | 85.4% | 63.0% | $643M |
| FY2025 Q1 | $984M | +3.4% | $0.51 | -10.5% | 76.8% | 55.2% | $592M |
| FY2025 Q2 | $1.00B | +4.6% | $0.82 | +15.5% | 110.0% | 86.4% | $639M |
| FY2025 Q3 | $1.02B | +5.2% | $0.71 | +1.4% | 96.9% | 75.1% | $587M |
| FY2025 Q4 | $1.01B | +3.8% | $0.57 | -1.7% | 80.3% | 59.7% | $692M |
| FY2026 Q1 | $1.02B | +3.5% | $0.82 | +60.8% | 107.5% | 85.7% | $632M |
| FY2026 Q2 | $1.06B | +5.7% | $0.48 | -41.5% | 72.9% | 49.7% | $729M |