Q2 FY2026 EarningsQ2 FY2026 results showed a revenue beat of $1.06B vs. $1.04B expected, driven by aggressive acquisition activity including the $1.16B Golden Entertainment transaction. However, GAAP EPS of $0.48 significantly missed the $0.71 consensus due to a non-cash CECL allowance charge of $271.1M. Despite the GAAP bottom-line miss, operational strength was evident as AFFO per share rose 4.6% YoY to $0.62, and management raised the lower end of full-year 2026 AFFO guidance.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: VICI Prop(VICI) the Revenue is 1.059 B (+5.71%), Beat estimate;the EBIT is 742.89 M (-32.12%), Miss estimate;the EPS is 0.48 (-41.46%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.06B5.71%
1.04B4.35%
+0.01B1.36%
EBITMiss expectations
0.74B32.12%
1.00B8.24%
-0.26B23.88%
EPSMiss expectations
0.4841.46%
0.710113.40%
-0.230128.06%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf