Sep 30, 2022

VICI Properties Q3 2022 Earnings Report

VICI's third quarter financial performance reflected the full impact of acquisition and financing activity, doubling total revenue year-over-year. The company increased its dividend by 8.3% and capitalized on existing partnerships to drive incremental growth.

Key Takeaways

VICI Properties Inc. reported strong Q3 2022 results, with total revenues increasing by 100.0% year-over-year to $751.5 million. Net income attributable to common stockholders was $330.9 million, or $0.34 per share. AFFO attributable to common stockholders increased 82.8% year-over-year to $470.7 million, with AFFO per share increasing 8.5% year-over-year to $0.49. The Company also announced the acquisition of Rocky Gap Casino Resort and expanded its partnership with Great Wolf Resorts.

Total revenues increased 100.0% year-over-year to $751.5 million.

Net income attributable to common stockholders was $330.9 million, or $0.34 per share.

AFFO attributable to common stockholders increased 82.8% year-over-year to $470.7 million.

Announced $203.9 million acquisition of Rocky Gap Casino Resort.

Total Revenue
$752M
Previous year: $376M
+100.0%
EPS
$0.49
Previous year: $0.45
+8.9%
Gross Profit
$728M
Previous year: $364M
+100.3%
Cash and Equivalents
$518M
Previous year: $670M
-22.6%
Total Assets
$37.3B
Previous year: $17.5B
+112.6%

VICI Properties

VICI Properties

VICI Properties Revenue by Segment

Forward Guidance

The Company is updating AFFO guidance for the full year 2022. The Company estimates AFFO for the year ending December 31, 2022 will be between $1,682.0 million and $1,692.0 million, or between $1.91 and $1.92 per diluted common share. Guidance does not include the impact on operating results from any 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