The earnings call highlighted strong internal growth, robust acquisition activity, and a solid balance sheet, which were tempered by concerns about tariffs and stock performance. Tenant demand and sales growth were notably positive, though there were mentions of retailer bankruptcies.

Company Guidance

During the Acadia Realty Trust Second Quarter 2025 Earnings Conference Call, management provided guidance reflecting strong performance across their street retail portfolio. They reported a leasing pipeline of $15 million in executed leases, with anticipated incremental earnings of $3 million in the second half of 2025 and $8.5 million in 2026. The company aims for a 5% to 6% same-store NOI growth this year, with expectations for over 10% NOI growth in 2026. Acadia completed $160 million in acquisitions last quarter, part of a $860 million acquisition total over the past year, and maintains a strong balance sheet with over $0.5 billion in liquidity. The company anticipates continued external growth opportunities, driven by a favorable supply-demand balance and a shift in retailer focus towards direct-to-consumer street retail locations.

Strong Internal Growth

Acadia Realty Trust has seen continued momentum across its core portfolio with leasing activity contributing to annual same-store growth in excess of 5%. The focus is on street retail, which is outperforming other more necessity and value-based formats.

Robust Acquisition Activity

The company completed nearly $160 million in acquisitions last quarter and $860 million over the last 12 months, focusing on street retail.

Solid Balance Sheet and Liquidity

Acadia maintains a solid balance sheet with over $0.5 billion of liquidity, enabling flexibility for future growth. Recent refinancing efforts have reduced borrowing costs and extended maturities.

Leasing Pipeline and Occupancy Gains

The leasing pipeline has grown to $15 million of executed leases, representing nearly 7% of pro rata ABR. Total core occupancy is expected to increase to 94-95% by year-end.

Tenant Demand and Sales Growth

Reported comp sales have increased double digits both quarter-over-quarter and year-over-year, with demand outpacing supply on high-growth streets.

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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