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SITE Centers Corp (SITC) 一季度业绩 - 一季度运营资金(FFO)每股16美分 低于Zacks共识预期24美分 [1] - 总收入4030万美元 超出Zacks共识预期3350万美元 [1] - 同比收入下降56.4% 运营资金(FFO)每股下降86% [2] - 现金持有量从2024年底5460万美元增至5820万美元 [4] 运营指标变化 - 出租率从2024年四季度91.1%降至2025年一季度89.8% 同比低于去年同期的91.7% [3] - 开业率从2024年四季度90.6%降至89.4% 但同比高于去年同期的89.8% [3] - 每平方英尺基础租金从19.55美元增至19.75美元 [3] - 完成5份新租约和17份续约 总面积7.5万平方英尺 现金续租租金涨幅3.4% [4] 管理层表态 - 公司观察到私人和机构投资者对高质量露天购物中心的强劲需求 [2] - 重点通过持续租赁、资产管理和潜在资产出售实现资产价值最大化 [2] 同业零售REITs表现 - Regency Centers (REG)一季度FFO每股1.15美元 超预期1.14美元 同比增长6.5% [5] - Kimco Realty (KIM)一季度FFO每股44美分 超预期42美分 同比增长12.8% [6] - 两家同业公司均获得Zacks2评级(买入) [5][6]

SiteOne Landscape (SITE) came out with a quarterly loss of $0.61 per share versus the Zacks Consensus Estimate of a loss of $0.50. This compares to loss of $0.43 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -22%. A quarter ago, it was expected that this company would post a loss of $0.28 per share when it actually produced a loss of $0.48, delivering a surprise of -71.43%.Over the last four quarters, the company has surpass ...

SiteOne Landscape Supply (SITE) Q1 2025 Earnings Call April 30, 2025 08:00 AM ET Speaker0 As a reminder, this conference is being recorded. It's now my pleasure to introduce your host, John Guthrie, Executive Vice President and Chief Financial Officer. Thank you, Mr. Guthrie. You may begin. Speaker1 Thank you, and good morning, everyone. We issued our first quarter twenty twenty five earnings press release this morning and posted a slide presentation to the Investor Relations portion of our website at inves ...

SiteOne Landscape Supply (SITE) Q1 2025 Earnings Call April 30, 2025 08:00 AM ET Company Participants John Guthrie - Executive VP, CFO & Assistant SecretaryDoug Black - Chief Executive OfficerScott Salmon - Executive Vice President of Strategy & DevelopmentDamian Karas - Executive DirectorMike Dahl - Managing Director - Equity ResearchW. Andrew Carter - Vice PresidentCollin Verron - Director Conference Call Participants David Manthey - Senior Research AnalystRyan Merkel - Research AnalystCharles Perron-Pich ...

First Quarter 2025 Earnings Disclaimer Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements may include, but are not limited to, statements relating to our acquisition pipeline, organic and acquisition growth, and 2025 Adjusted EBITDA outlook. Some of the forward-looking statements can be identified by the use of terms such as "may," "intend," "might," "will," "should," "could ...

SiteOne Landscape Supply Announces First Quarter 2025 Earnings First Quarter 2025 Highlights (Compared to First Quarter 2024): Post Quarter Highlights · Closed the acquisition of Green Trade Nursery Exhibit 99.1 April 30, 2025 ROSWELL, Ga. — (BUSINESS WIRE) — SiteOne Landscape Supply, Inc. (the "Company" or "SiteOne") (NYSE: SITE) announced earnings for its first quarter ended March 30, 2025 ("First Quarter 2025"). "We are pleased to report a solid start to 2025, with total sales growth of 4% and Adjusted E ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 __________________________ FORM 10-Q __________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From __________ to ___________ Commission file number: 001-37760 SiteOne Landscape Supply, Inc. (Exact ...

文章核心观点 - SITE Centers Corp零售房地产资产组合位置优越，租户阵容强大且专注资本回收计划，利于增长，但电商普及和高利率带来困境，目前可保留在投资组合中 [1][9] 利好因素 资产组合优势 - 公司资产组合多集中在郊区和高收入社区，购物中心组合位置佳，近期租赁活动、历史物业收入增长和每平方英尺平均年化基本租金持续增长体现其优势，混合办公和消费者向郊区转移带动稳定客流量 [2] 租户质量高 - 公司租户阵容强大，包括TJX Companies、DICK's Sporting Goods等知名企业，这些租户财务状况相对较强且长期表现良好，确保公司长期稳定租金收入 [3] 资本回收计划有效 - 公司积极的资本回收计划体现审慎资本管理，2024年处置40个购物中心和1块土地，获22.5亿美元收益，还完成便利零售资产分拆；同年以2.379亿美元收购16个购物中心和1块土地，提升整体投资组合质量和现金流增长 [4][5] 财务灵活性强 - 公司努力增强财务灵活性，截至2024年12月31日有7710万美元现金和受限现金余额，债务到期日程安排合理且流动性充足，能应对困境并把握增长机会 [6] 不利因素 电商冲击 - 网购便利性使其受消费者欢迎，可能影响实体店市场份额，进而影响公司物业需求，部分租户潜在破产或影响公司未来营收 [7] 高利率影响 - 尽管2024年末美联储宣布降息，但利率仍高，公司借贷成本增加，影响房地产购买或开发能力，截至2024年12月31日总合并债务达3.068亿美元，过去三个月公司股价下跌22.6%，行业下跌6.7% [8] 其他建议 - 零售REIT行业中Regency Centers（REG）和Tanger, Inc.（SKT）排名较好，目前均为Zacks Rank 2（买入），Zacks对REG 2025年每股FFO共识预测为4.54美元，同比增长5.6%，对SKT 2025年每股FFO共识预测为2.26美元，同比增长6.1% [10]

SiteOne Landscape (SITE) shares rallied 9% in the last trading session to close at $114.18. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 15.8% loss over the past four weeks.SiteOne Landscape recently acquired Green Trade Nursery of Georgia (Green Trad), a wholesale distributor of nursery products with one location in Jasper, GA, north of Atlanta. SiteOne continues to expand the number of markets in which i ...