| VICI |
Report |
AFFO per diluted share |
BEAT |
pred ~$0.62 vs. cons $0.61 |
MEDIUM |
| VICI |
Report |
Total revenue |
IN-LINE |
pred ~$1.05B vs. cons $1.04B |
MEDIUM |
| VICI |
Report |
Adjusted EBITDA |
IN-LINE |
pred ~$0.86B vs. cons $0.85B |
MEDIUM |
| VICI |
Guide |
FY2026 AFFO per diluted share guidance |
UNCHANGED |
guide ~$2.46 vs. cons $2.46 (FY2026) |
HIGH |
| VICI |
Guide |
FY2026 total AFFO guidance |
UNCHANGED |
guide ~$2.68B vs. cons $2.68B (FY2026) |
HIGH |
| VICI |
Guide |
Net leverage / capital-allocation commentary |
UNCHANGED |
guide ~5.1x vs. cons 5.1x (Q2 2026 exit run-rate) |
MEDIUM |
| VICI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.3% |
— |
MEDIUM |
| VICI |
Return |
5-day cumulative residual |
+0.7% (STABILIZE) |
A modest $0.62 versus $0.61 AFFO-per-share beat and evidence of Golden rent contribution should support an initially positive reaction, but unchanged ~$2.46 FY2026 AFFO/share guidance versus ~$2.46 consensus leaves no meaningful out-period estimate upgrade. At ~5.1x versus ~5.1x expected leverage, refinancing and capital-deployment questions remain contained but unresolved, limiting follow-through. |
MEDIUM |