财务业绩 - 季度运营资金为每股1.15美元 符合市场预期 去年同期为每股1.07美元 [1] - 季度营收为3.8757亿美元 超出市场预期0.60% 去年同期为3.6027亿美元 [2] - 过去四个季度中 公司有三次超出FFO预期 四次超出营收预期 [2] - 上一季度实际FFO为每股1.16美元 超出预期每股1.12美元 超出幅度达3.57% [1] 市场表现与展望 - 公司股价年初至今下跌约1% 同期标普500指数上涨16.9% [3] - 当前市场对下一季度的FFO预期为每股1.15美元 营收预期为3.9541亿美元 [7] - 当前市场对本财年的FFO预期为每股4.60美元 营收预期为15.4亿美元 [7] - 公司所属的零售REIT行业在Zacks行业排名中位列前38% [8] 同业比较 - 同业公司Realty Income Corp预计将于11月3日公布截至2025年9月的季度业绩 [9] - 市场预计Realty Income Corp季度每股收益为1.07美元 同比增长1.9% [9] - 市场预计Realty Income Corp季度营收为14.2亿美元 同比增长6.7% [10]

W.P. Carey (WPC) came out with quarterly funds from operations (FFO) of $1.25 per share, beating the Zacks Consensus Estimate of $1.23 per share. This compares to FFO of $1.18 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of +1.63%. A quarter ago, it was expected that this real estate investment trust would post FFO of $1.23 per share when it actually produced FFO of $1.28, delivering a surprise of +4.07%.Over the last four quarters ...

CTO Realty (CTO) came out with quarterly funds from operations (FFO) of $0.5 per share, beating the Zacks Consensus Estimate of $0.49 per share. This compares to FFO of $0.51 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of +2.04%. A quarter ago, it was expected that this real estate company would post FFO of $0.49 per share when it actually produced FFO of $0.47, delivering a surprise of -4.08%.Over the last four quarters, the comp ...

InvenTrust Properties Corp. (IVT) came out with quarterly funds from operations (FFO) of $0.47 per share, beating the Zacks Consensus Estimate of $0.45 per share. This compares to FFO of $0.44 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of +4.44%. A quarter ago, it was expected that this company would post FFO of $0.45 per share when it actually produced FFO of $0.44, delivering a surprise of -2.22%.Over the last four quarters, th ...

Net income available to common stockholders of $4.5 million and $52.5 million for the three and nine months ended September 30, 2025, respectively, or $0.07 and $0.87 per diluted share, respectively. Funds from Operations ("FFO") of $0.49 and $1.53 per diluted share for the three and nine months ended September 30, 2025, respectively. Increased 2025 FFO per diluted share guidance to a range of $1.93 to $2.01 with a midpoint of $1.97, a $0.02 increase over prior guidance. SAN DIEGO, Oct. 28, 2025 (GLOBE NEW ...

Key Takeaways American Tower's Q3 AFFO of $2.78 beat estimates and rose from $2.64 a year ago.Total revenues climbed 7.7% year over year to $2.72 billion, exceeding expectations.AMT lifted its 2025 outlook for property revenues, adjusted EBITDA, and AFFO per share.American Tower Corporation (AMT) reported its third-quarter 2025 adjusted funds from operations (AFFO), attributable to AMT common stockholders per share, of $2.78, beating the Zacks Consensus Estimate of $2.62. This compares favorably with the pr ...

Key Takeaways Welltower's Q3 FFO of $1.34 beat estimates and rose 20.7% year over year on strong revenue growth.Total portfolio SSNOI climbed 14.5%, driven by 20.3% SSNOI growth in the seniors housing operating portfolio.Welltower lifted its 2025 FFO per share guidance range to $5.24-$5.30.Welltower Inc.’s (WELL) third-quarter 2025 normalized funds from operations (FFO) per share of $1.34 surpassed the Zacks Consensus Estimate of $1.30. The reported figure improved 20.7% year over year.Results reflect a ris ...

财报发布与历史表现 - 联邦房地产投资信托计划于2025年10月31日开盘前公布第三季度业绩 [1] - 上一季度公司FFO每股1.91美元，超出市场共识预期1.73美元 [2] - 过去四个季度中，公司两次超出预期、一次符合、一次未达预期，平均超出幅度为2.60% [2] 美国零售地产市场环境 - 2025年第三季度美国购物中心市场净吸收量转为正值，达到32.3万平方英尺，而上一季度为负650万平方英尺 [4] - 第三季度美国购物中心要价租金为每平方英尺25.01美元，较去年同期上涨1.8%，但增速较2024年初的4%有所放缓 [5] - 全美购物中心空置率在第三季度保持为5.8%，与上一季度持平，但较一年前上升50个基点 [6] - 截至2025年10月14日，今年仅新增790万平方英尺购物中心空间；第三季度在建面积为1170万平方英尺，总库存为42.8亿平方英尺 [7] 公司业绩驱动因素与预期 - 公司预计受益于对其高端零售资产需求的改善、多元化的租户基础以及供应水平下降对入住率和租金增长的积极影响 [8] - 公司专注于增加增值收购和开发城市混合用途资产，以推动收入增长 [9] - 预计公司第三季度出租率为96%，环比上升60个基点；每平方英尺租金预计同比增长0.6% [9][10] - 市场共识预期公司季度总收入为3.1389亿美元，同比增长3.38%；租金收入共识为3.0951亿美元，高于去年同期的3.0335亿美元 [11] - 最低商业租金收入预计为2.0454亿美元，高于去年同期的1.9856亿美元；成本补偿租金收入预计为6289万美元，高于去年同期的5819万美元 [11] 业绩挑战与市场预期调整 - 高利息费用预计对公司业绩产生一定影响，第三季度利息费用预计同比增长7.4% [12] - 第三季度FFO每股共识预期在过去一个月被下调至1.76美元，但仍预示同比增长2.92% [13] 量化模型预测 - 量化模型预测公司FFO每股将带来惊喜，因其拥有+0.26%的盈利ESP和Zacks第三级评级 [14]

CURBLINE PROPERTIES 3Q25 EARNINGS CONFERENCE CALL OCTOBER 28, 2025 SAFE HARBOR STATEMENT Curbline Properties Corp. considers portions of the information in this press release to be forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, both as amended, with respect to the Company's expectation for future periods. Although the Company believes that the expectations reflected in such forward-looking statements are base ...

"Curbline had a very strong third quarter with results ahead of expectations, over $330 million of acquisitions, better-than-budgeted same-property NOI growth and elevated new leasing activity pushing the Company's leased rate close to 97%. Momentum has continued into the fourth quarter highlighting the strength of the Company's simple and focused business plan,†commented David R. Lukes, President and Chief Executive Officer. "Curbline remains uniquely positioned in the public real estate sector as it looks ...