Mar 31, 2024

VICI Properties Q1 2024 Earnings Report

VICI Properties reported an 8.4% year-over-year revenue increase, a $1.05 billion investment grade senior notes offering was completed, a capital investment in the Venetian Resort was announced through the Partner Property Growth Fund, and full year 2024 guidance was reaffirmed.

Key Takeaways

VICI Properties Inc. announced its Q1 2024 results, featuring an 8.4% year-over-year increase in total revenues to $951.5 million and a 13.7% increase in net income attributable to common stockholders to $590.0 million. The company reaffirmed its full-year 2024 AFFO guidance and made strategic investments, including a construction loan for a Margaritaville Resort in Kansas City and a capital investment in The Venetian Resort Las Vegas.

Total revenues increased by 8.4% year-over-year to $951.5 million.

Net income attributable to common stockholders increased by 13.7% year-over-year to $590.0 million, with EPS increasing by 9.4% to $0.57.

AFFO attributable to common stockholders increased by 10.3% year-over-year to $583.2 million, with AFFO per share increasing by 6.1% to $0.56.

The company announced an up to $700 million investment in The Venetian Resort through its Partner Property Growth Fund strategy.

Total Revenue
$951M
Previous year: $878M
+8.4%
EPS
$0.56
Previous year: $0.53
+5.7%
Gross Profit
$945M
Previous year: $872M
+8.4%
Cash and Equivalents
$485M
Previous year: $248M
+95.9%
Free Cash Flow
$541M
Total Assets
$44.2B
Previous year: $41.9B
+5.5%

VICI Properties

VICI Properties

VICI Properties Revenue by Segment

Forward Guidance

The Company is reaffirming AFFO guidance for the full year 2024. The Company estimates AFFO for the year ending December 31, 2024 will be between $2,320 million and $2,355 million, or between $2.22 and $2.25 per diluted common share. Guidance does not include the impact on operating results from any pending or possible future acquisitions or dispositions, capital markets activity, or other non-recurring transactions.

Revenue & Expenses

Visualization of income flow from segment revenue to net income