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Mobile Infrastructure Corp (BEEP)
NASDAQ:BEEP
Earnings Data
Report Date
May 19, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.1Last Year’s EPS
-0.1Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a balanced picture: near‑term operating and financial results were pressured in 2025 by transient volume declines, construction‑related disruptions and modest decreases in RevPAS, NOI and full‑year adjusted EBITDA. Offsetting these headwinds are meaningful operational progress (10% contract growth, +60% residential contracts), capital actions (>$30M asset rotation underway, $100M ABS, ~$10M LOC paydown, share repurchases), and constructive 2026 guidance that implies recovery and double‑digit adjusted growth on a same‑portfolio basis. Management emphasized tangible recovery catalysts (venue reopenings, return‑to‑office momentum) and ongoing technology/operational initiatives still expected to drive improvement in 2026.Company Guidance
Contract Parking Growth and Scale
Ended 2025 with over 6,700 contracts in baseline assets; same-store contract sales growth of 10% year‑over‑year and 12% growth when excluding temporary disruption in Detroit. Contract Parking represents ~35% of management agreement revenue, providing recurring, stable revenue.
Large Residential Contract Momentum
Residential parking contracts increased ~60% year‑over‑year in 2025 as downtown office conversions to residential rentals accelerated, creating a 24/7 revenue opportunity and diversification of demand.
Asset Rotation Execution
Completed Phase 1 of asset rotation: sold or under contract to sell over $30 million of noncore assets; aggregate cap rate of sold assets approximately 2%, supporting management's view of sum‑of‑parts value.
Balance Sheet and Capital Actions
Paid down approximately $10 million on the line of credit in Q4 using proceeds from asset sales; total debt decreased to $207.7M from $213.2M (Dec 2024). Cash and restricted cash of $15.3M. Repurchased over 1.6M shares at an average price of $3.25 per share.
Liquidity & Financing Validation
Completed a $100 million asset‑backed securitization with three institutional investors, extending maturities and validating underlying collateral quality.
Operational Discipline and Expense Management
Q4 adjusted EBITDA was $3.9M, flat year‑over‑year despite revenue headwinds; G&A decreased to $4.8M for the full year (from $5.1M), and noncash compensation decreased (FY 2025 $3.1M vs FY 2024 $5.7M), demonstrating cost control.
Rate Resilience and Transient Pricing
Although transient volumes declined, transient rates increased in 2025, indicating price resilience. RevPAS adjusted for Detroit declined less (-3.4% for Q4) than the headline RevPAS change.
Forward Guidance Showing Recovery
2026 guidance: revenue $35.0M–$38.0M (midpoint ≈ +4% vs 2025; ≈ +8% on same‑portfolio basis), NOI $21.5M–$23.0M (midpoint ≈ +7%; ≈ +10% adjusted), and adjusted EBITDA $15.0M–$16.5M (midpoint ≈ +10%; ≈ +13% adjusted) — management expects sequential improvement as temporary disruptions resolve.
BEEP Earnings History
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
BEEP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 02, 2026 | $3.05 | $3.06 | +0.33% |
Nov 10, 2025 | $3.27 | $3.26 | -0.31% |
Aug 12, 2025 | $3.77 | $3.73 | -1.06% |
May 12, 2025 | $4.02 | $3.82 | -4.98% |
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 Mobile Infrastructure Corp (BEEP) report earnings?
Mobile Infrastructure Corp (BEEP) is schdueled to report earning on May 19, 2026, After Close (Confirmed).
What is Mobile Infrastructure Corp (BEEP) earnings time?
Mobile Infrastructure Corp (BEEP) earnings time is at May 19, 2026, 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 BEEP EPS forecast?
BEEP EPS forecast for the fiscal quarter 2026 (Q1) is -0.1.