The earnings call presents a generally positive outlook with strong internal growth, successful acquisitions, and a solid balance sheet. The company demonstrates significant leasing momentum and positive performance in street retail, with expectations of continued growth. Although there are some concerns around tariffs and potential short-term dilution from the City Point loan conversion, the highlights significantly outweigh the lowlights.

Company Guidance -

Q3 2025

During Acadia Realty Trust's Second Quarter 2025 Earnings Conference Call, the company provided guidance highlighting robust financial and operational metrics. CEO Ken Bernstein underscored the company's strong momentum, noting a fourth consecutive year of achieving same-store growth over 5%, with promising progress towards 2026 and 2027 goals. The company completed $160 million in acquisitions last quarter, contributing to a total of $860 million over the past year. The balance sheet remains solid, with $600 million in liquidity and a net debt-to-EBITDA ratio of 5.5x. Acadia's pipeline includes $15 million of executed leases in the SNO pipeline, anticipated to drive future growth, with expectations of 5% to 6% same-store NOI growth this year and a potential 10% increase in NOI by 2026. The street retail segment, in particular, shows strong tenant demand and resilience, benefiting from favorable supply-demand dynamics and a focus on affluent consumers.

Strong Internal Growth

The company is on track for a fourth year of delivering annual same-store growth in excess of 5%.

Successful Acquisitions

Completed nearly $160 million of acquisitions in the quarter, totaling $860 million over the last 12 months, including nearly $0.5 billion of street retail.

Solid Balance Sheet

Over $0.5 billion of liquidity and successful refinancing activities, providing flexibility for future growth.

Leasing Momentum

Reported comp sales increased double digits, both quarter-over-quarter and year-over-year, with leasing volume at 2x compared to the previous year.

Positive Street Retail Performance

Street retail performance is stronger than other retail formats, with a focus on high-growth streets and affluent consumers continuing to spend.

Investment Management Platform

Underwriting over $1 billion of assets, with a focus on street retail and leveraging institutional capital relationships.

Projected NOI Growth

Expected NOI growth in excess of 10% in 2026, with a strong pipeline of signed not yet open (SNO) leases.

Acadia Realty (AKR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AKR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 03, 2025	2025 (Q3)	0.09 / -	0.335	―	―	―
Jul 29, 2025	2025 (Q2)	0.09 / 0.01	0.01	0.00% (0.00)	―
Apr 29, 2025	2025 (Q1)	0.07 / 0.01	0.048	-79.17% (-0.04)	―
Feb 11, 2025	2024 (Q4)	0.08 / 0.07	-0.024	379.17% (+0.09)	―
Oct 28, 2024	2024 (Q3)	0.09 / 0.34	0.276	21.38% (+0.06)	―
Jul 30, 2024	2024 (Q2)	0.06 / 0.01	0.19	-94.74% (-0.18)	―
Apr 29, 2024	2024 (Q1)	0.03 / 0.05	0.25	-80.80% (-0.20)	―
Feb 13, 2024	2023 (Q4)	0.01 / -0.02	0.01	-340.00% (-0.03)	―
Oct 30, 2023	2023 (Q3)	>-0.01 / 0.28	0.267	3.37% (<+0.01)	―
Aug 01, 2023	2023 (Q2)	<0.01 / 0.19	0	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AKR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$19.13	$18.61	-2.72%
Apr 29, 2025	$19.33	$18.90	-2.22%
Feb 11, 2025	$23.27	$23.60	+1.42%
Oct 28, 2024	$23.34	$23.91	+2.44%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Acadia Realty Trust (AKR) report earnings?

Acadia Realty Trust (AKR) is schdueled to report earning on Nov 03, 2025, After Close (Confirmed).

What is Acadia Realty Trust (AKR) earnings time?

Acadia Realty Trust (AKR) earnings time is at Nov 03, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is AKR EPS forecast?

AKR EPS forecast for the fiscal quarter 2025 (Q3) is 0.09.

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