The earnings call presented a mix of positive and negative aspects. While Vesta demonstrated strong occupancy rates, strategic land acquisitions, and solid financial performance, challenges included slow new leasing activity, decreased pre-tax income, and increased operating costs.

Company Guidance

During the Vesta Second Quarter 2025 Earnings Call, the company reported a resilient performance despite macroeconomic volatility and a cautious leasing environment. Vesta's portfolio achieved a stabilized occupancy rate of 95.5%, with rents indexed to inflation. The quarter saw 1.8 million square feet of total leasing activity, including 411,000 square feet in new contracts, although this was below average due to tenant caution. Strong retention rates of 84% were noted, and Vesta successfully implemented rent adjustments in the range of 20% to 30%. The company's adjusted net operating income increased by 7.2% to $61.8 million, with a strong adjusted NOI margin of 94.5%. Total revenues increased by 6.8% year-over-year to $67 million, driven by rental income and inflationary adjustments. Vesta's capital structure remains solid, with a net debt to EBITDA ratio of 4x and a loan-to-value ratio of 22.4%. The company continues to focus on its Route 2030 long-term strategy, with strategic land acquisitions and development plans in key Mexican markets, including a recent acquisition of 128.4 acres in Guadalajara.

Strong Occupancy and Rent Increases

Vesta's portfolio ended the quarter at 95.5% stabilized occupancy, with rents indexed to inflation. Mark-to-market rent adjustments ranged from 20% to 30%, and the 12-month spread reached 13.7%.

Strategic Land Acquisitions

Vesta acquired 128.4 acres in Guadalajara and 20.2 acres in Monterrey, enhancing strategic positioning in key markets.

Solid Financial Performance

Total revenues increased by 6.8% year-over-year to $67 million, and adjusted EBITDA grew by 9% with a margin expansion of 137 basis points to 84.1%.

High Retention Rates

Vesta achieved an 84% retention rate, reflecting strong tenant relationships and proactive management.

Corporacion Inmobiliaria Vesta SAB de CV (VESTF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

VESTF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 16, 2025	2025 (Q3)	0.04 / -	0.053	―	―	―
Jul 24, 2025	2025 (Q2)	0.04 / 0.04	0.124	-70.16% (-0.09)
Apr 23, 2025	2025 (Q1)	0.04 / 0.01	0.141	-90.07% (-0.13)
Feb 18, 2025	2024 (Q4)	0.04 / -0.08	0.132	-157.58% (-0.21)
Oct 24, 2024	2024 (Q3)	0.04 / 0.05	0.095	-44.21% (-0.04)
Jul 25, 2024	2024 (Q2)	0.04 / 0.12	0.142	-12.68% (-0.02)
Apr 25, 2024	2024 (Q1)	0.04 / 0.14	0.085	65.88% (+0.06)
Feb 21, 2024	2023 (Q4)	0.03 / 0.13	0.122	8.20% (+0.01)
Oct 19, 2023	2023 (Q3)	0.04 / 0.10	0.09	5.56% (<+0.01)
Jul 20, 2023	2023 (Q2)	0.05 / 0.14	0.073	94.52% (+0.07)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

VESTF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 24, 2025	$3.91	$3.91	0.00%
Apr 23, 2025	$3.89	$3.89	0.00%
Feb 18, 2025	$3.87	$3.87	0.00%
Oct 24, 2024	$3.85	$3.85	0.00%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Corporacion Inmobiliaria Vesta SAB de CV (VESTF) report earnings?

Corporacion Inmobiliaria Vesta SAB de CV (VESTF) is schdueled to report earning on Oct 16, 2025, TBA (Confirmed).

What is Corporacion Inmobiliaria Vesta SAB de CV (VESTF) earnings time?

Corporacion Inmobiliaria Vesta SAB de CV (VESTF) earnings time is at Oct 16, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is VESTF EPS forecast?

VESTF EPS forecast for the fiscal quarter 2025 (Q3) is 0.04.

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