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Just reported
Q3 2026 results
From Vici Properties's results release of 2026年10月28日; its quarterly report has since been filed.
Revenue
Actual
$1.07B
+5.8% y/y
+0.7% q/qGuided
—
No guide given
EPS, GAAP
Actual
$0.31
-56% y/y
-35% q/qGuided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes Vici Properties is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Reit Diversified
Graded A or B and worth $2B or more: A first, then the largest.
All 16 graded companies in its industry
Grade rose recently in Real Estate
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
AMHAmerican Homes 4 Rent2026年11月5日CAGraded C, now A
JANJanus Living, Inc.2026年11月3日BAGraded B, now A
COMPCompass, Inc.2026年11月5日BAGraded B, now A
FSVFirstService Corporation2026年10月22日BAGraded B, now A
RYNRayonier Inc.2026年11月4日DBGraded D, now B
どうやって稼いでいるか
- Rent from property leases91%
- Interest from loans and securities6%
- Golf course revenue1%
売上構成比はsix months ended June 30, 2026の推計であり、提出された報告書の数字ではありません。
競合
何を売っているか4
Casino and gaming-property real estate
Land and buildings leased to casino operators, including Caesars Palace Las Vegas, MGM Grand and the Venetian Resort Las Vegas.
Real-estate loans and investments
Loans and similar investments that provide capital to property owners and developers in return for interest and repayment.
Golf courses
Four golf courses near some of VICI’s properties, operated by an outside golf-resort manager.
Las Vegas Strip land
Undeveloped or underdeveloped land on and near the Strip, leased to Caesars.
誰が買っているか5
- Caesars Entertainment leases casino and resort properties and pays rent under long-term leases.
- MGM Resorts leases casino and resort properties and pays rent under long-term leases.
- Other gaming operators, including Golden OpCo and operators affiliated with Clairvest and Indigenous Gaming Partners, lease casino properties and pay rent.
さらに2件を表示
- Club Med leases the St. Croix resort property and is funding its redevelopment under an agreement with VICI.
- Property owners and developers borrow from VICI and pay interest and principal under loan agreements.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1Caesars and MGM represented 39% and 35% of annualized rent, respectively (December 31, 2025, high); VICI depends on tenants and their guarantors to meet lease obligations.
- 2A substantial portion of the property portfolio is on the Las Vegas Strip, so rental income is exposed to conditions affecting that destination.
- 3VICI relies on debt and equity financing to fund investments and refinance debt as it comes due.
うまくいかなくなる可能性
- 1A tenant, borrower or guarantor that faces financial trouble could miss rent or loan payments, seek changes to its agreements, or enter bankruptcy or insolvency.
- 2VICI depends on gaming operators and is exposed to competition, changes in consumer spending, and gaming regulations; concentration on the Las Vegas Strip adds exposure to events affecting that market.
- 3VICI has substantial debt, and difficulty refinancing it or obtaining new funding could affect its ability to meet debt obligations and fund investments.
Vici Properties Inc.について
VICI owns the land and buildings behind casinos, hotels, resorts, bowling centers and other places where people spend time. Its tenants run those businesses and, under triple-net leases, pay rent and handle property taxes, insurance, upkeep and daily operations. VICI also lends money to property owners and developers, earning interest, and owns golf courses run by a third-party operator.
- 本社
- New York, New York
- 設立
- 2016
- 従業員数
- 28 (December 31, 2025, high)
- 上場市場
- NYSE
- 決算期
- December 31
Vici Properties Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。