The earnings call highlighted strong portfolio performance, successful leasing strategies, and significant financial milestones. However, challenges in multifamily occupancy and construction activity were noted, alongside dealing with new office space vacancies.

Company Guidance -

Q3 2025

During the Armada Hoffler 2025 Earnings Conference Call held on August 5, 2025, the company reaffirmed its full-year guidance, projecting normalized FFO of $1 to $1.10 per diluted share, driven by stable operating performance across its diverse portfolio. Key metrics highlighted include the office occupancy rate at 96.3%, retail occupancy at 94.2%, and multifamily occupancy at 94%, with overall portfolio occupancy averaging at least 95% for the fourth consecutive quarter. Armada Hoffler successfully completed a $115 million private placement to bolster its balance sheet, marking a significant step in its capital strategy. The issuance, with a blended interest rate of 5.86% and a weighted average term of 5.3 years, was oversubscribed, reflecting market confidence. The company continues to focus on enhancing tenant quality, as seen in the replacement of big box vacancies with higher credit retailers, achieving notable rent increases. The management emphasized its strategic shift towards generating higher quality recurring property-level income and reducing reliance on fee income, which is expected to benefit long-term shareholder value.

Strong Portfolio Performance

Normalized FFO of $0.25 per diluted share, office occupancy at 96.3%, retail occupancy at 94.2%, and consistent NOI growth. Multifamily occupancy at 94%.

Successful Retail Leasing Strategy

Backfilled vacancies with higher credit retailers, achieving a weighted average rent increase of 33%. Notable deals include Trader Joe's and Golf Galaxy at Columbus Village, and Boot Barn at Overlook Village with over 60% leasing spread.

Debt Private Placement Milestone

Completed first debt private placement, raising $115 million with a blended interest rate of 5.86%, enhancing financial flexibility and reducing interest rate risk.

Robust Office Portfolio

Office portfolio occupancy remains high at 96%, with minimal vacancy and continued demand.

Multifamily Leasing Improvements

Strong demand at Harbor Point with 68% leased as of July 20. Chandler Residences transitioned to stabilized portfolio, enhancing asset base.

Armada Hoffler Properties (AHH) 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 >

AHH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	0.04 / -	-0.1	―	―	―
Aug 04, 2025	2025 (Q2)	0.04 / 0.04	0	―
May 07, 2025	2025 (Q1)	0.02 / -0.07	0.17	-141.18% (-0.24)
Feb 19, 2025	2024 (Q4)	0.03 / 0.26	-0.27	196.30% (+0.53)
Nov 04, 2024	2024 (Q3)	0.08 / -0.10	0.06	-266.67% (-0.16)
Aug 07, 2024	2024 (Q2)	0.09 / 0.00	0.13	―
May 09, 2024	2024 (Q1)	-0.10 / 0.17	0.03	466.67% (+0.14)
Feb 22, 2024	2023 (Q4)	0.07 / -0.27	0.13	-307.69% (-0.40)
Nov 02, 2023	2023 (Q3)	0.10 / 0.06	0.38	-84.21% (-0.32)
Aug 03, 2023	2023 (Q2)	0.09 / 0.13	0.31	-58.06% (-0.18)

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

AHH Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 04, 2025	$6.77	$6.75	-0.30%
May 07, 2025	$6.75	$6.67	-1.19%
Feb 19, 2025	$8.82	$8.68	-1.59%
Nov 04, 2024	$10.29	$10.44	+1.46%

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 Armada Hoffler Properties (AHH) report earnings?

Armada Hoffler Properties (AHH) is schdueled to report earning on Nov 05, 2025, Before Open (Confirmed).

What is Armada Hoffler Properties (AHH) earnings time?

Armada Hoffler Properties (AHH) earnings time is at Nov 05, 2025, Before Open (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 AHH EPS forecast?

AHH EPS forecast for the fiscal quarter 2025 (Q3) is 0.05.

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