财务表现 - 2021年第四季度营收为 1.33 亿美元，同比增长 20%。[1] - 2021年全年营收为 4.63 亿美元，同比增长 25%。[1] - 2021年第四季度毛利率为 71.4%，同比提高 1.2 个百分点。[1] - 2021年全年毛利率为 71.1%，同比提高 0.9 个百分点。[1] 业务发展 - 2021年第四季度,公司在全球范围内新增了超过 1,000 家客户。[1] - 截至 2021 年 12 月 31 日,公司的客户总数超过 25,000 家。[1] - 公司持续加大在人工智能、机器学习等前沿技术领域的投入和布局。[1] 未来展望 - 预计 2022 年全年营收将达到 5.3 亿美元至 5.5 亿美元,同比增长 15% 至 19%。[1] - 公司将继续专注于产品创新和市场拓展,保持业务高速增长。[1] - 公司将进一步加大在人工智能、机器学习等前沿技术领域的投入,不断提升产品竞争力。[1]

BOSTON, Oct. 29, 2024 /PRNewswire/ -- STAG Industrial, Inc. (the "Company") (NYSE:STAG), today announced its financial and operating results for the quarter ended September 30, 2024."STAG executed its business plan this quarter, bringing the Company another step closer to achieving its goals for 2024," said Bill Crooker, President and Chief Executive Officer of the Company. "Our internal growth, along with our acquisitions and developments, will position us to deliver strong Core FFO growth."Third Quarter 2 ...

Stag Industrial (STAG) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system. The ...

BOSTON, Oct. 1, 2024 /PRNewswire/ -- STAG Industrial, Inc. (the "Company") (NYSE:STAG) today announced that the Company will release its third quarter 2024 operating and financial results after market close on Tuesday, October 29, 2024. The Company will host its quarterly earnings conference call on Wednesday, October 30, 2024, at 10:00 a.m. Eastern Time. The call can be accessed live over the phone toll-free by dialing (877) 407-4018, or for international callers, (201) 689-8471. A replay will be available ...

We previously published an article on STAG Industrial, Inc. (NYSE: STAG ) on August 25 th , 2023. In the article, we justified our sell recommendation on the basis of the capitalization rate being below the I am a CFA charterholder and a CIPM certificant. Professionally, I assist firms comply with the Global Investment Performance Standards (GIPS). The GIPS Standards has to do with how investment performance is calculated and presented by asset managers, pension funds, endowments and foundations. Previous t ...

BOSTON, Sept. 10, 2024 /PRNewswire/ -- STAG Industrial, Inc. (the "Company") (NYSE:STAG) today announced that it refinanced its $1 billion senior unsecured revolving credit facility. The refinanced revolving credit facility matures on September 8, 2028, with two six-month extension options, subject to certain conditions and no changes to pricing. "This transaction was successful and resulted in extending our weighted average debt maturities," said Matts Pinard, Chief Financial Officer of the Company. "We ap ...

Adam Gault STAG Industrial (NYSE:STAG) is a triple net lease REIT focused on the industrial property sector. The sector has been facing some oversupply-related headwinds since mid-2022, which took its toll on industrial property players. As of Q2, 2024, the Company owned 114.1m sq. ft. across 573 buildings. STAG has substantially improved its portfolio quality over the last couple of years, as reflected in the metrics of acquired properties before and after 2016. % of CBRE Tier 1 | --- | --- | --- | --- | - ...

文章核心观点 - 公司是一家独特的工业地产投资信托公司(REIT)，专注于工业资产的收购和管理 [1][2] - 公司的业务模式包括单一租户和多租户两种类型的资产，加上较短的加权平均租赁期限(WALT)，使其在工业地产市场中具有独特的竞争优势 [3] - 公司的资产质量和财务状况持续改善，资产主要集中在一线和二线城市市场 [4] - 公司的发展策略不同于传统的工业地产REIT，更注重资产的价值增值和主动管理 [7][8] - 公司的股息增长较为谨慎，更注重降低派息率和提高资产质量 [11][12] 公司表现 - 公司最近6个月的总回报率接近17%，主要由于估值扩张推动 [14] - 公司的估值仍然较同行业公司有一定折价 [5][6] 行业风险 - 工业地产市场租金增长放缓,出现首次季度下降,行业基本面面临一定压力 [16][18] - 但公司保守的风险偏好使其相对于大型开发商更能抵御短期市场波动 [18]

The Lineage IPO was an exciting opportunity to buy a new-to-the-market cold storage REIT, but there's little else to recommend the industrial stock. If you're the kind of investor who pays attention to upcoming first-time debuts in the real estate sector, you've no doubt heard about the recent IPO for industrial cold-storage REIT Lineage (LINE 0.50%). Although it has a following that has bought its initial offering and is trading it currently, I have a lot of doubts about this particular REIT, as well as an ...

OwenPrice STAG Industrial, Inc. (NYSE:STAG) has been my favorite and only industrial REIT pick since the publication of my original bull thesis in March, this year. The underlying thesis is rather simple: one of the lowest P/FFO multiples in the industrial REIT space in combination with robust cash flow growth prospects, which create favorable conditions for decent dividend hikes going forward. If we look at the total return performance so far, we will notice almost an exact correlation between STAG and the ...