NYSE$VTMX

Corp Inmobiliaria Vesta Sab De Cv · Q2 2026 earnings

Q2 2026 earnings · · Investor relations

Briefing

Corp Inmobiliaria Vesta Sab De Cv reported solid Q2 2026 results with total rental revenue rising 16.7% year-over-year to $78.5 million.

Vesta delivered strong financial performance in the second quarter ended June 30, 2026. Total rental income reached $78.5 million, Adjusted NOI was $71.5 million at a 94.0% margin, and Vesta FFO totaled $46.1 million. Portfolio occupancy improved to 91.7% with same-store occupancy at 95.0%.

  • Total rental revenue increased 16.7% YoY to $78.5 million, driven by new contracts and inflation.
  • Adjusted NOI margin held at 94.0% and Adjusted EBITDA margin at 83.7%.
  • Vesta FFO rose 6.8% to $46.1 million; diluted EPS was $0.1047.
  • Total portfolio occupancy reached 91.7%, with same-store occupancy at 95.0% and strong leasing activity.

Headline financials

Total Revenue

$78.5M

No prior period
EPS (adj)

$0.10

No prior period
Adjusted NOI

$71.5M

No prior period
Adjusted NOI Margin

94.0%

No prior period
Adjusted EBITDA

$63.6M

No prior period
Adjusted EBITDA Margin

83.7%

No prior period
Vesta FFO

$46.1M

No prior period
Vesta FFO after tax

$30.3M

No prior period
Total Occupancy

91.7%

No prior period
Same-Store Occupancy

95.0%

No prior period
Net Income

$97.7M

No prior period

Revenue & EPS history

Vesta · Revenue · Quarterly

$78.5M

Q2 2026
Beat estimate in 8 of 12 quarters(67%)
ActualEstimate

Historical earnings impact

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

Avg. return before/after earnings

Based on 8 quarterly earnings reports

Historical avg

-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
Q2 2026
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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