The earnings call highlighted significant achievements such as the largest lease in company history and international recognition, indicating resilience and successful execution in key areas. However, challenges were evident in occupancy declines, public biotech market struggles, and asset impairments, creating a balanced outlook.

Company Guidance

During the second quarter of 2025, Alexandria Real Estate Equities reported solid performance amidst macroeconomic challenges, highlighting several key metrics and strategic initiatives. The company executed the largest lease in its history, a 466,000 square foot build-to-suit, which underscores the trust and value of Alexandria's brand. The quarter's occupancy stood at 90.8%, with a year-end target between 90.9% and 92.5%. Same-property NOI decreased by 5.4%, while cash-based NOI increased by 2%. The company completed approximately 770,000 square feet of leasing, with tenant improvements and leasing commissions on renewals down 40% from previous quarters. Alexandria plans to add $1.1 billion to its sales pipeline over the next two quarters, having already completed $1.1 billion in sales in Q4 2024. Additionally, Alexandria reported $60 million in gains from venture investments for the first half of 2025. The company maintains a robust balance sheet with corporate credit ratings in the top 10% of all publicly traded U.S. REITs and liquidity of $4.6 billion, aiming to achieve a year-end leverage target of 5.2x net debt to adjusted EBITDA.

Largest Lease in Company History

Alexandria secured a 466,000 square foot lease, the largest in the company's history, demonstrating resilience and long-term commitment with a high credit tenant.

Significant Progress in Asset Sales

The company completed $1.1 billion in sales in the fourth quarter of 2024 and has about $1.1 billion more to add to their executable sales pipeline for the next two quarters.

International Building of the Year Award

Alexandria won its first international Building of the Year Award for 8 Davis Drive, a 150,000 square foot R&D building, showcasing operational excellence.

Strong Venture Funding in Life Sciences

Life Science venture funding remained steady with nearly $22 billion deployed in the first half of the year, highlighting resilience in the industry.

High Quality Tenant Base

75% of annual rental revenue comes from the highly distinguished Megacampus platform, with 53% of annual rental revenue from investment-grade or publicly traded large cap tenants.

Alexandria Equities (ARE) 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 >

ARE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 27, 2025	2025 (Q3)	0.53 / -	0.96	―	―	―
Jul 21, 2025	2025 (Q2)	0.59 / -0.64	0.25	-356.00% (-0.89)	―
Apr 28, 2025	2025 (Q1)	0.70 / -0.07	0.89	-107.87% (-0.96)	―
Oct 21, 2024	2024 (Q3)	0.88 / 0.96	0.13	638.46% (+0.83)	―
Jul 22, 2024	2024 (Q2)	0.87 / 0.25	0.51	-50.98% (-0.26)	―
Apr 22, 2024	2024 (Q1)	0.87 / 0.89	0.44	102.27% (+0.45)	―
Jan 29, 2024	2023 (Q4)	- / -0.54	0.49	-210.20% (-1.03)	―
Jan 27, 2024	2024 (Q4)	0.59 / -0.54	0.49	-210.20% (-1.03)	―
Oct 23, 2023	2023 (Q3)	1.14 / 0.13	0.7	-81.43% (-0.57)	―
Jul 24, 2023	2023 (Q2)	0.39 / 0.51	1.67	-69.46% (-1.16)	―

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

ARE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 21, 2025	$78.27	$80.69	+3.09%
Apr 28, 2025	$75.60	$71.26	-5.74%
Oct 21, 2024	$114.19	$112.71	-1.30%
Jul 22, 2024	$118.93	$114.75	-3.51%

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 Alexandria Real Estate Equities (ARE) report earnings?

Alexandria Real Estate Equities (ARE) is schdueled to report earning on Oct 27, 2025, After Close (Confirmed).

What is Alexandria Real Estate Equities (ARE) earnings time?

Alexandria Real Estate Equities (ARE) earnings time is at Oct 27, 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 ARE EPS forecast?

ARE EPS forecast for the fiscal quarter 2025 (Q3) is 0.53.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing