The earnings call highlighted strong financial performance, successful disposals, and growth in retail and leasing activity. However, there were some challenges with declining AREPS, office NRI, and C&E activity NRI. Despite these challenges, the company's overall performance and strategic initiatives indicate confidence in continued growth.

Company Guidance

In the call, Unibail-Rodamco-Westfield provided detailed guidance and updates on its financial metrics for the first half of 2025. The company reported a 1.2% increase in portfolio valuation, with a slight rise in the value of its U.S. portfolio, marking the first positive revaluation since acquiring Westfield. Disposals totaling EUR 1.6 billion have been completed or secured, with another EUR 0.9 billion under active discussion, keeping the company on track to meet its EUR 2.2 billion disposal target by early 2026. The company also reported a like-for-like net rental income (NRI) increase of 3.6% and a like-for-like EBITDA growth of 4.1%, contributing to a reduction in the net debt-to-EBITDA ratio from 9.5x at the end of 2024 to 9.2x. Tenant sales in Europe and the U.S. grew by 3.1% and 5.7%, respectively, outperforming national sales indices and core inflation. The company expects its full-year AREPS to be at the upper end of the EUR 9.30 to EUR 9.50 range, thanks to strong performance and successful refinancing and disposal activities.

Strong Financial Performance

AREPS stands at EUR 5.11 per share, supported by EBITDA growth of 4.1% on a like-for-like basis and a reduction in financial expenses and hybrid coupon, despite a small decrease due to disposals.

Successful Disposals

Completed or secured EUR 1.6 billion in disposals, with another EUR 0.9 billion under active discussion, on track to achieve the EUR 2.2 billion target by early 2026.

Retail and Leasing Growth

Footfall increased across all regions with tenant sales growth of 3.1% in Europe and 5.7% in the U.S. Leasing activity led to a 60 basis points reduction in vacancy and a 7.1% MGR uplift.

Sustainability Recognition

Named as one of the 100 Most Sustainable Companies by Time Magazine and ranked as the #1 Real Estate Company worldwide by Corporate Knights.

Positive Portfolio Valuation

Portfolio revaluation increased by 1.2%, marking the first positive revaluation of the entire portfolio since 2018.

New Revenue Platforms

Expansion of Westfield Rise Retail Media Agency to the U.S. and a strategic licensing agreement with Cenomi Centers in Saudi Arabia, aiming for EUR 25 million to EUR 35 million EBITDA contribution by 2028.

Unibail-Rodamco-Westfield SE Stapled Security Chess Depository Interests Repr 0.05 Sh (AU:URW) 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 >

AU:URW Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 31, 2025	2025 (Q2)	0.43 / 0.45	0.426	6.57% (+0.03)	―	―
Feb 13, 2025	2024 (Q4)	0.39 / 0.38	0.356	5.90% (+0.02)	―	―
Jul 25, 2024	2024 (Q2)	0.41 / 0.43	0.431	-1.16% (>-0.01)	―	―
Feb 08, 2024	2023 (Q4)	0.38 / 0.36	0.337	5.64% (+0.02)	―	―
Jul 27, 2023	2023 (Q2)	0.38 / 0.43	0.361	19.39% (+0.07)	―	―
Feb 09, 2023	2022 (Q4)	0.32 / 0.34	0.273	23.44% (+0.06)	―	―
Jul 28, 2022	2022 (Q2)	0.36 / 0.36	0.261	38.31% (+0.10)	―	―
Feb 10, 2022	2021 (Q4)	0.28 / 0.27	0.205	33.17% (+0.07)	―	―
Jul 28, 2021	2021 (Q2)	0.33 / 0.26	0.385	-32.21% (-0.12)	―	―
Feb 10, 2021	2020 (Q4)	- / 0.20	0.527	-61.10% (-0.32)	―	―

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

AU:URW Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	AU$7.42	AU$7.45	+0.40%
Feb 13, 2025	AU$6.03	AU$6.17	+2.32%
Jul 25, 2024	AU$5.34	AU$5.20	-2.62%
Feb 08, 2024	AU$4.81	AU$4.85	+0.83%

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 Unibail-Rodamco-Westfield SE Stapled Security Chess Depository Interests Repr 0.05 Sh (AU:URW) report earnings?

Unibail-Rodamco-Westfield SE Stapled Security Chess Depository Interests Repr 0.05 Sh (AU:URW) is schdueled to report earning on Jul 31, 2025, TBA (Confirmed).

What is Unibail-Rodamco-Westfield SE Stapled Security Chess Depository Interests Repr 0.05 Sh (AU:URW) earnings time?

Unibail-Rodamco-Westfield SE Stapled Security Chess Depository Interests Repr 0.05 Sh (AU:URW) earnings time is at Jul 31, 2025, TBA (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 the P/E ratio of Unibail-Rodamco-Westfield SE Stapled Security Chess Depository Interests Repr 0.05 Sh stock?

The P/E ratio of Unibail-Rodamco-Westfield SE Stapled Security Chess Depository Interests Repr 0.05 Sh is N/A.

What is AU:URW EPS forecast?

AU:URW EPS forecast for the fiscal quarter 2025 (Q2) is 0.43.

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