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Alexander & Baldwin (ALEX)
NYSE:ALEX
US Market
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Alexander & Baldwin (ALEX) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Oct 30, 2025
After Close (Confirmed)
Period Ending
2025 (Q3)
Consensus EPS Forecast
0.14
Last Year’s EPS
0.27
Same Quarter Last Year
Based on 3 Analysts Ratings

Earnings Call Summary

Q2 2025
Earnings Call Date:Jul 24, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflected a strong performance with significant growth in NOI and occupancy rates, new development projects, and improved financial outlook leading to a raised guidance. However, there were concerns about leasing spreads, classification of a large TI as nonrecurring, and potential deceleration in NOI growth.
Company Guidance
During the Alexander & Baldwin second quarter 2025 earnings call, management provided an encouraging update on the company's performance and guidance. The company achieved a same-store net operating income (NOI) growth of 5.3% for the quarter, driven by a 140 basis point improvement in same-store economic occupancy. The company's leased occupancy increased to 95.8%, up 40 basis points sequentially and 190 basis points year-over-year, while economic occupancy rose to 94.8%, a 200 basis point improvement from the same period last year. The contribution from land operations added $0.19 to the funds from operations (FFO) per share, bringing the total FFO to $0.48 per share for the quarter, up $0.20 from the previous year. Alexander & Baldwin's total liquidity stood at over $300 million, with a net debt to adjusted EBITDA ratio of 3.3x. The company raised its 2025 guidance, now projecting a same-store NOI growth range of 3.4% to 3.8% and CRE and Corporate FFO to be between $1.12 to $1.16 per share, with total FFO expected to be between $1.35 to $1.40 per share.
Strong Same-Store NOI Growth
Achieved same-store NOI growth of 5.3% for the quarter, driven by a 140 basis point improvement in same-store economic occupancy.
New Developments and Growth Prospects
Continued construction at the build-to-suit on Maui with anticipated completion in Q1 2026, expecting annual NOI uplift of $1 million. Executed a build-to-suit for a 91,000-square-foot building at Komohana Industrial Park, expecting $2.8 million annual NOI when stabilized.
Increased Leased Occupancy
Leased occupancy increased to 95.8%, up 40 basis points sequentially and 190 basis points year-over-year.
Improved Financial Performance
Generated $33.6 million of NOI, growing 6.3% over the same period last year. Reported Q2 CRE and Corporate-related FFO per share of $0.29, a 3.6% increase from the same quarter last year.
Raising 2025 Guidance
Raised 2025 guidance with expectations for same-store NOI growth to be within the range of 3.4% to 3.8% and total FFO of $1.35 to $1.40 per share.

Alexander & Baldwin (ALEX) 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

ALEX Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Oct 30, 2025
2025 (Q3)
0.14 / -
0.27
Jul 24, 2025
2025 (Q2)
0.33 / 0.35
0.16118.75% (+0.19)
Apr 24, 2025
2025 (Q1)
0.16 / 0.29
0.283.57% (<+0.01)
Feb 27, 2025
2024 (Q4)
0.15 / 0.17
0.1241.67% (+0.05)
Oct 24, 2024
2024 (Q3)
0.21 / 0.27
0.1668.75% (+0.11)
Jul 25, 2024
2024 (Q2)
0.13 / 0.16
0.156.67% (+0.01)
Apr 25, 2024
2024 (Q1)
0.12 / 0.28
0.13115.38% (+0.15)
Feb 28, 2024
2023 (Q4)
0.06 / 0.12
0.22-45.45% (-0.10)
Nov 02, 2023
2023 (Q3)
- / 0.16
0.0977.78% (+0.07)
Jul 27, 2023
2023 (Q2)
- / 0.15
0.05200.00% (+0.10)
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

ALEX Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 24, 2025
$18.05$18.41+1.99%
Apr 24, 2025
$16.50$16.11-2.36%
Feb 27, 2025
$17.55$17.66+0.63%
Oct 24, 2024
$17.64$18.04+2.27%
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 Alexander & Baldwin (ALEX) report earnings?
Alexander & Baldwin (ALEX) is schdueled to report earning on Oct 30, 2025, After Close (Confirmed).
    What is Alexander & Baldwin (ALEX) earnings time?
    Alexander & Baldwin (ALEX) earnings time is at Oct 30, 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 ALEX EPS forecast?
          ALEX EPS forecast for the fiscal quarter 2025 (Q3) is 0.14.
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