租赁活动 - 公司在新泽西州Avenel签署了一份81,000平方英尺的租赁合同，租期为2025年6月30日至2030年11月，承租方为第三方物流提供商[1][8] - 上周公司在加州Redondo Beach签署了一份103,000平方英尺的租赁合同，承租方为空间移动解决方案提供商[2] 2025年第一季度租赁表现 - 截至2025年3月31日，公司运营组合出租率达96.6%，租户数量为663家[3] - 同店组合（1560万平方英尺）出租率达97.4%[3] - 改良土地组合（47宗地块共150.6英亩）出租率达95.1%[3] - 新签和续租合同的现金租金同比上涨34.2%[4] - 租户留存率为71.7%[4] 市场表现 - 公司股价在过去三个月下跌10.4%，同期行业跌幅为0.7%[6] 行业比较 - Uniti Group（UNIT）2025年FFO每股预估为1.50美元，同比增长11.1%[9] - CareTrust REIT（CTRE）2025年FFO每股预估为1.81美元，同比增长20.7%[9] 业务概况 - 公司在美国六大沿海市场收购、拥有和运营工业地产[1][8] - 公司拥有稳健的运营平台、健康的资产负债表和战略性扩张举措[5]

债券发行与资金用途 - 公司子公司定价发行6亿美元2032年到期的8.625%高级无担保票据，发行价格为100.000% [1] - 发行票据所得净收益将用于部分赎回5亿美元2028年到期的10.50%高级担保票据，包括相关溢价、费用和开支 [2] - 剩余净收益将用于一般公司用途 [2] - 赎回2028年票据的条件是完成至少5.5亿美元的总融资 [2] 票据发行细节 - 票据未根据1933年证券法注册，仅向符合Rule 144A规定的合格机构买家和美国境外的Regulation S投资者发行 [3] - 本次新闻稿不构成出售要约或购买要约的招揽 [4] 公司概况 - 公司是内部管理的房地产投资信托基金，专注于收购和建设关键通信基础设施 [5] - 截至2025年3月31日，公司拥有约14.7万光纤路由英里和880万光纤链英里，以及其他通信房地产资产 [5] - 公司是美国通信行业光纤和其他无线解决方案的领先提供商 [5] 前瞻性声明 - 新闻稿中包含根据1995年私人证券诉讼改革法案的前瞻性声明 [6] - 前瞻性声明基于管理层当前预期和信念，受多种风险和不确定性影响 [7] - 公司明确表示不承担更新前瞻性声明的义务 [9]

Issues Conditional Notice of Partial Redemption for 10.50% Senior Secured Notes Due 2028LITTLE ROCK, Ark., June 09, 2025 (GLOBE NEWSWIRE) -- Uniti Group Inc. (the “Company,” “Uniti,” or “we”) (Nasdaq: UNIT) today announced that its subsidiaries, Uniti Group LP, Uniti Fiber Holdings Inc., Uniti Group Finance 2019 Inc. and CSL Capital, LLC (together, the “issuers”), have commenced an offering of $600 million aggregate principal amount of senior notes due 2032 (the “notes”), subject to market and other conditi ...

Uniti Group (UNIT) 2025 Conference June 04, 2025 08:00 AM ET Speaker0 Alright. Let's get started. Good morning. Welcome to the Wednesday morning session of NAREIT REIT week twenty twenty five. My name is Greg Williams. I cover cable, wireless and telco as well as fiber at TD Cowen. I'm joined in this session by the President and CEO of Unity, Kenny Gunderman. Kenny, thanks for joining us. Speaker1 Greg, good morning. It's good to be here. Speaker0 Maybe we could just start with finishing off the quarter in ...

文章核心观点 公司总裁兼首席执行官将在2025年Nareit REITweek投资者会议上进行展示 [1] 公司动态 - 公司总裁兼首席执行官Kenny Gunderman将于2025年6月4日上午8点（美国东部时间）在纽约举行的Nareit 2025 REITweek投资者会议上进行展示 [1] - 可在公司投资者关系网站investor.uniti.com上观看活动的直播网络广播，展示结束后有限时间内可进行回放 [2] 公司介绍 - 公司是一家内部管理的房地产投资信托公司，从事关键通信基础设施的收购和建设，是通信行业光纤和其他无线解决方案的领先提供商 [3] - 截至2025年3月31日，公司在美国拥有约147,000英里的光纤路由、880万英里的光纤束里程以及其他通信房地产 [3] - 可在公司网站www.uniti.com上找到更多相关信息 [3] 联系方式 - 高级副总裁、首席财务官兼财务主管Paul Bullington，联系电话251 - 662 - 1512，邮箱paul.bullington@uniti.com [4] - 高级副总裁、投资者关系与财务主管Bill DiTullio，联系电话501 - 850 - 0872，邮箱bill.ditullio@uniti.com [4]

Uniti Group (UNIT) FY 2025 Conference May 28, 2025 09:40 AM ET Speaker0 Let's get started. Good morning. Welcome to day one of TD Cowen's fifty third annual TMT conference. My name is Greg Williams. I cover cable, wireless and telco here at TD Cowen. I'm joined for this session by Kenny Gunderin, President and CEO of Unity. So, Kenny, thanks for joining us. Speaker1 It's a pleasure to be here. Greg, thanks for having us as always. Speaker0 Sure. Wanted to start with, you know, your stock price. On earnings ...

TD Cowen 53rd Annual Technology, Media & Telecom Conference May 28, 2025 Together, Building the Future Safe Harbor Statement Forward-Looking Statements Certain statements in this communication may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended from time to time. Those forward-looking statements include all statements that are not historical statements of fact, including, without limitation, statements regarding the anticipated clo ...

LITTLE ROCK, Ark., May 22, 2025 (GLOBE NEWSWIRE) -- Uniti Group Inc. (“Uniti”) (Nasdaq: UNIT) announced today that its Senior Vice President, Chief Financial Officer and Treasurer, Paul Bullington, and Senior Vice President, Investor Relations & Treasury, Bill DiTullio, are scheduled to participate at the Goldman Sachs 10th Annual Leveraged Finance and Credit Conference on May 29, 2025 in Dana Point, CA. Any investor materials will be made available on Uniti’s Investor Relations website at investor.uniti.co ...

LITTLE ROCK, Ark., May 21, 2025 (GLOBE NEWSWIRE) -- Uniti Group Inc. (“Uniti”) (Nasdaq: UNIT) announced today that its President and Chief Executive Officer, Kenny Gunderman, is scheduled to present at the TD Cowen 53rd Annual Technology, Media and Telecom Conference. The presentation is scheduled for 9:40 AM EDT on May 28, 2025 in New York, NY. You may access a live webcast of the event on Uniti’s Investor Relations website at investor.uniti.com. The webcast will be available for replay for a limited time ...

核心观点 - Uniti Group (UNIT) 近期被上调至Zacks Rank 2 (Buy)评级 反映其盈利预期的上升趋势 这是影响股价的最强大因素之一 [1] - 盈利预期的变化与短期股价走势存在强相关性 机构投资者利用盈利预期计算公司公允价值 进而推动股价变动 [3] - Zacks Rank系统通过跟踪盈利预期修订对股票分类 历史数据显示Zacks Rank 1股票自1988年以来平均年回报率达+25% [6] 盈利预期修订 - Uniti的2025财年每股收益预期为1.50美元 较去年同期增长11.1% [7] - 过去三个月 Uniti的Zacks Consensus Estimate大幅上调137.1% 显示分析师持续看好其盈利前景 [7] - 盈利预期上升和评级上调表明公司基本面业务改善 可能推动股价上涨 [4] Zacks评级系统 - Zacks Rank系统覆盖4000多只股票 仅前5%获"强力买入"评级 15%获"买入"评级 保持中立比例 [8] - Uniti进入Zacks Rank 2意味着其位列覆盖股票前20% 具备优异盈利预期修订特征 可能产生超额回报 [9] - 该系统通过四项盈利相关因素分类股票 实证研究证明其能有效捕捉盈利修订趋势与股价关联性 [5][6] 投资逻辑 - 与华尔街分析师主观评级不同 Zacks评级基于可量化的盈利预期变化 更适合个人投资者决策 [2] - 机构投资者根据盈利预期调整估值模型 大规模买卖行为直接导致股价波动 [3] - 跟踪盈利预期修订被证实是有效的投资策略 Uniti的评级上调即是对其业务改善趋势的确认 [4][5]