The earnings call reflects a mixed sentiment with significant leasing successes and strong multifamily performance, contrasted by challenges from rising interest rates, flat NOI, and economic uncertainties. The highlights and lowlights are relatively balanced, indicating a cautious outlook with some positive achievements.

Company Guidance -

Q2 2025

During Douglas Emmett's quarterly earnings call for the first fiscal quarter of 2025, the company provided guidance on several key financial metrics. President and CEO Jordan Kaplan highlighted that leasing activities were strong, with over 300,000 square feet of new leases signed, and noted positive absorption across the total office portfolio. The company maintained stable in-place and asking rental rates despite a higher vacancy environment, and leasing at Studio Plaza exceeded expectations. The multifamily portfolio achieved nearly full occupancy with robust revenue growth. CFO Peter Seymour reported a 2.7% increase in revenue compared to the first quarter of 2024, though funds from operations (FFO) decreased to $0.40 per share, and adjusted funds from operations (AFFO) dropped to $62.3 million. Same-property cash net operating income (NOI) was essentially flat. For 2025, Douglas Emmett expects net income per common share diluted to be between $0.07 and $0.13, with FFO per fully diluted share projected between $1.42 and $1.48. The company's capital strategy includes refinancing existing debt, with anticipated increases in the cost of debt between 100 and 200 basis points above pre-COVID levels.

Successful Leasing Activity

Leasing during the first quarter of 2025 was successful with positive absorption across the total office portfolio. Over 300,000 square feet of new leases were signed, with new leasing to tenants over 10,000 square feet well above historical averages.

Strong Multifamily Portfolio Performance

The multifamily portfolio maintained very high occupancy at 99.1% and experienced robust revenue growth, reflecting strong demand in coastal submarkets.

Positive Developments in Studio Plaza

Leasing at the Studio Plaza exceeded expectations as it was converted to a multi-tenant office building, with strong demand and leasing activities.

Progress in Investment Activities

Progress in developing a new residential building in Westwood, with JV's total investment expected to be $150 million to $200 million over a three to four year period.

Strategic Debt Refinancing

Closed a non-recourse $127.2 million loan for a residential property and refinanced a $335 million secured office loan at favorable rates.

Douglas Emmett (DEI) 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

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DEI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 05, 2025	2025 (Q2)	-0.06 / -	0.06	―	―	―
May 06, 2025	2025 (Q1)	-0.02 / 0.24	0.05	380.00% (+0.19)
Feb 04, 2025	2024 (Q4)	-0.05 / -0.01	-0.24	95.83% (+0.23)
Nov 04, 2024	2024 (Q3)	-0.01 / 0.03	-0.08	137.50% (+0.11)
Aug 08, 2024	2024 (Q2)	0.02 / 0.06	-0.04	250.00% (+0.10)
May 07, 2024	2024 (Q1)	-0.13 / 0.05	0.1	-50.00% (-0.05)
Feb 06, 2024	2023 (Q4)	-0.10 / -0.24	0.14	-271.43% (-0.38)	―
Oct 31, 2023	2023 (Q3)	-0.08 / -0.08	0.13	-161.54% (-0.21)	―
Aug 01, 2023	2023 (Q2)	0.09 / -0.04	0.14	-128.57% (-0.18)	―
May 02, 2023	2023 (Q1)	0.10 / 0.10	0.14	-28.57% (-0.04)

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

DEI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 06, 2025	$13.84	$14.32	+3.47%
Feb 04, 2025	$17.47	$17.31	-0.92%
Nov 04, 2024	$17.38	$17.85	+2.70%
Aug 08, 2024	$14.58	$14.16	-2.88%

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 Douglas Emmett (DEI) report earnings?

Douglas Emmett (DEI) is schdueled to report earning on Aug 05, 2025, After Close (Confirmed).

What is Douglas Emmett (DEI) earnings time?

Douglas Emmett (DEI) earnings time is at Aug 05, 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 DEI EPS forecast?

DEI EPS forecast for the fiscal quarter 2025 (Q2) is -0.06.

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