NYSE$VTMX

Corp Inmobiliaria Vesta Sab De Cv · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Industrial REIT Vesta lifts Q1 rental income 11% to $67M as FFO rises to $45M

Corporación Inmobiliaria Vesta reported a solid start to 2025 for the quarter ended March 31, 2025. Total rental income rose 10.7% year over year to $67.1 million, while revenue excluding energy increased 8.6% to $64.9 million on new leases and inflation-linked rent adjustments. Adjusted NOI grew 8.5% to $62.1 million with a 95.7% margin, and adjusted EBITDA increased 9.3% to $55.3 million with an 85.2% margin. Vesta FFO reached $45.0 million, up 11.4%. Profit for the period was $14.9 million and total comprehensive income was $12.3 million; diluted EPS was $0.0142. Management reaffirmed full-year 2025 guidance and highlighted active share repurchases totaling $36.4 million in the quarter.

  • Total rental income of $67.1M rose 10.7% YoY; revenue excluding energy reached $64.9M (+8.6%) on new contracts and inflation benefits.
  • Adjusted NOI of $62.1M (+8.5%) carried a 95.7% margin; adjusted EBITDA of $55.3M (+9.3%) carried an 85.2% margin.
  • Vesta FFO increased 11.4% to $45.0M; diluted EPS was $0.0142 on average diluted shares of 867.9 million.
  • Profit for the period was $14.9M and total comprehensive income was $12.3M, down from a $124.0M comprehensive gain in Q1 2024.
  • Management reaffirmed FY 2025 guidance and repurchased $36.4M of shares during the quarter under its $50M buyback program.

Headline financials

Total Revenue

$67.1M

Previous: $60.7M+10.5%
EPS (adj)

$0.01

Previous: $0.05-69.1%
Vesta FFO

$45M

No prior period
Adjusted NOI

$62.1M

No prior period
Adjusted EBITDA

$55.3M

No prior period
Adjusted NOI margin

95.7%

No prior period
Net Income

$14.9M

Previous: $125M-88.1%

Revenue & EPS history

Vesta · Revenue · Quarterly

$67.1M

Q1 2025+10.5%vs Q1 2024
Beat estimate in 7 of 11 quarters(64%)
ActualEstimate

Forward guidance

Vesta reaffirmed its full-year 2025 financial guidance issued with prior results.

Tailwinds

  • Reaffirmed FY 2025 guidance
  • Strong leasing momentum and inflation-linked rent growth
  • $50M share repurchase program with $36.4M executed in Q1

Headwinds

  • Lower comprehensive income versus prior-year quarter driven by non-recurring gains in Q1 2024

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 8 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-0.2%

Avg return

Earnings day

-0.5%

Avg return

5 days after

+4.4%

Avg return

30 days after

33%

3 / 9 earnings

Positive

+6.5%

Q4 2026

Best reaction

-7.2%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+6.5%-1.4%-5.6%
Q2 2025+0.0%+8.9%+15.4%
Q1 2025+4.4%+7.6%+14.2%
Q4 2024-7.2%-10.3%-12.2%
Q2 2024-2.6%-6.6%-3.1%
Q1 2024+1.6%-0.3%+0.6%
Q4 2023-0.5%-2.2%+6.4%
Q3 2023-0.7%+2.0%+21.1%
Q2 2023-3.2%-1.9%+2.7%
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