The earnings call presented a strong performance with increased earnings, high portfolio occupancy, and significant improvement in box office revenues. Successful asset dispositions and strategic investments in new areas like traditional golf further highlighted the positive outlook. However, challenges with the Kartrite Hotel and increased interest expenses were noted as areas needing attention.

Company Guidance

During the EPR Properties Q2 2025 earnings call, the company provided guidance emphasizing robust growth and strategic capital allocation. EPR highlighted the improvement in its cost of capital, which has enabled a more aggressive investment posture, with $100 million committed to experiential development and redevelopment projects in the upcoming quarters. Despite maintaining its investment spending guidance at $200 million to $300 million for 2025, EPR anticipates accelerating future investments due to enhanced equity valuation. The second quarter saw total investments at $6.9 billion across 329 properties with an occupancy rate of 99%, excluding properties intended for sale. The consolidated portfolio coverage improved to 2.1x. The box office revenue in Q2 2025 was $2.7 billion, up 37% from Q2 2024, with several major releases performing strongly. The company is actively pursuing opportunities in the experiential sector, including golf and Eat & Play venues, and plans to increase its investment spending cadence as the year progresses. EPR is also advancing its strategic capital recycling initiative, with revised 2025 disposition guidance of $130 million to $145 million, up from $80 million to $120 million. Overall, the company is focused on expanding its portfolio of diversified experiential assets.

Strong Earnings Growth

FFO as adjusted for the quarter was $1.26 per share versus $1.22 in the prior year, and AFFO was $1.24 per share compared to $1.20 in the prior year, both an increase of 3.3%.

Increase in Box Office Revenue

Q2 box office revenue was $2.7 billion, up 37% compared to Q2 2024, driven by strong performing titles such as Minecraft Movie and Lilo & Stitch.

High Portfolio Coverage

Overall portfolio coverage increased to 2.1x, with 329 properties that are 99% leased or operated.

Successful Asset Dispositions

Sold a vacant former Regal theater in California to Costco for net proceeds of $24 million and two theater properties for total proceeds of $35.6 million.

New Investment in Traditional Golf

First investment in the traditional golf space, acquiring land and providing mortgage financing for an existing private club in Georgia.

Improved Cost of Capital

Significant improvement in cost of capital, leading to a more aggressive growth posture and exploration of larger deals.

High Tenant Performance

Education portfolio remains fully leased, and the Experiential portfolio is at 99% leased or operated.

EPR Properties (EPR) 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 >

EPR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.78 / -	0.53	―	―	―
Jul 30, 2025	2025 (Q2)	0.70 / 0.91	0.51	78.43% (+0.40)
May 07, 2025	2025 (Q1)	0.62 / 0.78	0.75	4.00% (+0.03)
Feb 26, 2025	2024 (Q4)	0.64 / -0.19	0.52	-136.54% (-0.71)
Oct 30, 2024	2024 (Q3)	0.70 / 0.53	0.66	-19.70% (-0.13)
Jul 31, 2024	2024 (Q2)	0.65 / 0.51	0.1	410.00% (+0.41)
May 01, 2024	2024 (Q1)	0.60 / 0.75	0.69	8.70% (+0.06)
Feb 28, 2024	2023 (Q4)	0.58 / 0.52	0.48	8.33% (+0.04)
Oct 25, 2023	2023 (Q3)	0.79 / 0.66	0.6	10.00% (+0.06)
Aug 02, 2023	2023 (Q2)	0.65 / 0.10	0.46	-78.26% (-0.36)

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

EPR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$56.09	$54.74	-2.41%
May 07, 2025	$49.31	$50.59	+2.60%
Feb 26, 2025	$49.38	$50.16	+1.58%
Oct 30, 2024	$44.63	$42.85	-3.99%

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 EPR Properties (EPR) report earnings?

EPR Properties (EPR) is schdueled to report earning on Oct 29, 2025, After Close (Confirmed).

What is EPR Properties (EPR) earnings time?

EPR Properties (EPR) earnings time is at Oct 29, 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 EPR EPS forecast?

EPR EPS forecast for the fiscal quarter 2025 (Q3) is 0.78.

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