VTMX
Corporación Inmobiliaria Vesta, S.A.B. de C.V.30.48
-0.78-2.5%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A bolsters USMCA resilience view
Q&A reinforced prepared remarks' optimism on manufacturing demand and Route 2030, but directly addressed USMCA risks, with management citing Mexico's entrenched supply chains and robust electronics/auto pipelines in Guadalajara and Queretaro as buffers. They disclosed seller financing sweetened the Monterrey land deal, positioning it as a cornerstone project. Peso strength crimps 2026 margins to 93.5% NOI despite discipline. Rents stayed stable amid vacancies thanks to supply restraint. Lease-ups will test execution. Watch development starts and asset recycling.
Key Stats
Market Cap
2.58BP/E (TTM)
44.82Basic EPS (TTM)
0.68Dividend Yield
0%BXMT
Blackstone Mortgage Trust, Inc.
20.17-0.46
ILAL
International Land Alliance Inc
0.29+0.00
IRS
IRSA Inversiones Y Representaci
15.25-0.11
LPA
Logistic Properties of the Amer
2.73-0.25
MRNO
Murano Global Investments PLC
0.76-0.03
SGD
Safe and Green Development Corp
0.21-0.01
STAG
Stag Industrial, Inc.
37.17-0.39
VNJA
Vanjia Corporation
4.64+0.00
VRE
Veris Residential, Inc.
14.61-0.22
VSTS
Vestis Corporation
6.90-0.66