The earnings call presented a mixed picture. While there are positive developments such as growth in monthly contracts and strategic asset optimization, significant challenges remain, including decreased revenue and RevPAS, and ongoing disruptions in key markets. The performance was stable but did not meet expectations for transient volumes and revenue growth, leading to an outlook that trends towards the low end of guidance.
Company Guidance
During the Mobile Infrastructure Corporation's second quarter 2025 earnings call, the guidance provided suggested that the company anticipates full-year results to track towards the low end of their previously stated guidance range of $37 million to $40 million in revenue and $23.5 million to $25 million in net operating income (NOI). This expectation is largely due to construction delays impacting several markets and lighter-than-expected transient volumes. Despite these challenges, the company reported revenue of $9.0 million for the second quarter, slightly down from $9.3 million in the same period of 2024. The company also highlighted a 6.5% year-to-date increase in monthly contract parking, with residential monthly contracts up by 44% since the year-end. Moreover, Mobile expects continued growth in contract parking as a fundamental metric for future stability. The adjusted EBITDA for the quarter was $3.8 million, down from $4.1 million the previous year, and the adjusted EBITDA margin was noted at 42.8%. The company is actively pursuing its asset rotation strategy, with ongoing negotiations for approximately $20 million in asset sales, aimed at optimizing the portfolio by focusing on core assets that generate about 80% of revenue.
Growth in Monthly Contracts
Monthly parking contracts increased by 2.5% during the quarter and are up over 6.5% year-to-date, with residential contracts showing particularly strong growth of 44% since year-end.
Asset Optimization Strategy
Active negotiations for $20 million in asset sales as part of a strategy to unlock $100 million from non-core assets over three years.
Stability Amid Challenges
Despite temporary disruptions, performance was generally in line with expectations and stable year-over-year, showcasing the resilience of a diversified portfolio.
Mobile Infrastructure Corp (BEEP) 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
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
Aug 12, 2025
$3.77
$3.73
-1.06%
May 12, 2025
$4.02
$3.82
-4.98%
Mar 10, 2025
$3.40
$3.75
+10.29%
Nov 12, 2024
$3.35
$3.21
-4.18%
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 Nov 18, 2025, After Close (Confirmed).
What is Mobile Infrastructure Corp (BEEP) earnings time?
Mobile Infrastructure Corp (BEEP) earnings time is at Nov 18, 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.