Sep 30, 2024

VICI Properties Q3 2024 Earnings Report

VICI Properties reported a 6.7% year-over-year revenue growth, announced its 7th consecutive annual dividend increase, deployed $230 million of capital, and updated its guidance for the full year 2024.

Key Takeaways

VICI Properties reported a strong third quarter in 2024, with a 6.7% increase in total revenues year-over-year, reaching $964.7 million. Net income attributable to common stockholders increased by 31.7% to $732.9 million, and AFFO attributable to common stockholders increased by 8.4% to $593.9 million. The company deployed $230 million of capital and updated its AFFO guidance for the full year 2024 to between $2,360 million and $2,370 million.

Total revenues increased 6.7% year-over-year to $964.7 million.

Net income attributable to common stockholders increased 31.7% year-over-year to $732.9 million, or $0.70 per share.

AFFO attributable to common stockholders increased 8.4% year-over-year to $593.9 million, or $0.57 per share.

The company updated AFFO guidance for full year 2024 to between $2,360 million and $2,370 million, or between $2.25 and $2.26 per diluted share.

Total Revenue
$965M
Previous year: $904M
+6.7%
EPS
$0.57
Previous year: $0.54
+5.6%
Gross Profit
$958M
Previous year: $898M
+6.7%
Cash and Equivalents
$356M
Previous year: $511M
-30.4%
Free Cash Flow
$578M
Previous year: $552M
+4.7%
Total Assets
$44.9B
Previous year: $42.8B
+4.9%

VICI Properties

VICI Properties

VICI Properties Revenue by Segment

Forward Guidance

The Company estimates AFFO for the year ending December 31, 2024 will be between $2,360 million and $2,370 million, or between $2.25 and $2.26 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