The earnings call highlighted a strong performance in key areas such as investment pipeline, box office recovery, and overall revenue growth. However, there were concerns regarding increased G&A and interest expenses, as well as operational challenges with the Kartrite Hotel. The highlights outweigh the lowlights, suggesting a generally positive outlook.

Company Guidance -

Q3 2025

During the EPR Properties Q2 2025 earnings call, the company reported several key metrics and provided guidance for the upcoming quarters. The company's total investments at the end of the quarter were approximately $6.9 billion, with 329 properties, 99% of which were leased or operated. The Experiential portfolio made up 94% of total investments, amounting to approximately $6.5 billion. Investment spending for the quarter was $48.6 million, entirely within the Experiential portfolio, and year-to-date investment spending reached $86.3 million. EPR Properties maintained its investment spending guidance for 2025 in the range of $200 million to $300 million, with $100 million committed to experiential projects over the next 18 months. The company revised its 2025 disposition guidance to a range of $130 million to $145 million, up from $80 million to $120 million. FFO as adjusted for the quarter was $1.26 per share, a 3.3% increase from the prior year, while AFFO was $1.24 per share. The company is optimistic about its future growth strategy, emphasizing opportunities in both acquisitions and experiential developments, supported by an improving cost of capital.

Improved Cost of Capital

EPR Properties reported a significant improvement in cost of capital, supported by strong equity valuation appreciation.

Strong Investment Pipeline

Over $100 million committed to experiential development and redevelopment projects in the coming quarters.

Theater Box Office Recovery

Q2 box office was $2.7 billion, up 37% compared to Q2 2024. Major releases met or exceeded expectations.

Portfolio Performance

Total investments were approximately $6.9 billion with 329 properties that are 99% leased or operated.

Revenue Growth

Total revenue for the quarter was $178.1 million versus $173.1 million in the prior year.

Percentage Rent Increase

Percentage rents for the quarter were $4.6 million versus $2 million in the prior year.

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)	0.79 / -	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	$56.40	$55.04	-2.41%
May 07, 2025	$49.58	$50.86	+2.58%
Feb 26, 2025	$49.65	$50.43	+1.57%
Oct 30, 2024	$44.87	$43.08	-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 0.79.

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