earnings
confidence high
sentiment positive
materiality 0.75
VICI Q2: Revenue $1.0B (+4.6%), AFFO/Share $0.60 (+4.9%); FY guidance raised
VICI PROPERTIES INC.
2025-Q2 EPS reported
$1.33
revenue$1,985,538,000
- Total revenues $1.0B (+4.6% YoY); net income $865.1M ($0.82/diluted); AFFO $630.2M ($0.60/diluted).
- Raised FY2025 AFFO guidance to $2,500-2,520M ($2.35-2.37 per diluted share).
- Committed up to $510M delayed draw term loan for North Fork Mono Casino & Resort with Red Rock Resorts.
- Increased One Beverly Hills mezzanine loan by $150M to $450M total commitment.
- Issued $1.3B senior notes (5.356% blended); post-quarter settled 9.66M forward shares for ~$296M.
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