The call highlighted strong leasing activity and financial performance, with significant growth in new leases and strategic acquisitions. However, tenant disruption posed a challenge, impacting same-property NOI growth. The company remains optimistic about future growth fueled by a robust pipeline and strategic asset management.

Company Guidance -

Q3 2025

During the Brixmor Property Group's Second Quarter 2025 Earnings Conference Call, the company provided guidance indicating strong performance and growth prospects. Key metrics highlighted include a robust leasing activity that drove the signed but not commenced (SNO) pipeline to $67 million, representing 7% of total annual base rent (ABR), despite commencing $15 million of new ABR in the quarter. The company expects net operating income (NOI) growth of over 4% for the year, despite a 260 basis point drag from tenant disruptions. Additionally, Brixmor raised its same-property NOI growth guidance to 3.9%-4.3% and increased its funds from operations (FFO) guidance to $2.22-$2.25. The company's reinvestment pipeline is projected to reach the upper end of the annual goal of $150 million to $200 million, with ongoing capital recycling efforts. The acquisition of LaCenterra, a grocery-anchored lifestyle asset, is expected to yield high single-digit to low double-digit internal rates of return (IRR), contributing to future growth and enhancing portfolio quality.

Record Leasing Activity

Executed 1.7 million square feet of new and renewal leases at a blended cash spread of 24%, including over 900,000 square feet of new leases at a 44% spread, generating the highest quarterly annual base rent in company history.

Strong Financial Metrics

NAREIT FFO was $0.56 per share in the second quarter, driven by same-property NOI growth of 3.8%, despite a 260 basis point drag from tenant disruption. Base rent growth contributed 360 basis points to same-property NOI growth.

Strategic Acquisition

Acquisition of LaCenterra, an iconic grocery-anchored lifestyle asset in the Houston MSA, expected to drive significant upside with current yields in the low 6s and potential for high single-digit to low double-digit IRRs.

Robust Pipeline Visibility

Signed but not commenced pipeline totaled $67 million, providing visibility for future growth with expectations to commence $41 million through the remainder of the year.

Brixmor Property (BRX) 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 >

BRX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 27, 2025	2025 (Q3)	0.22 / -	0.32	―	―	―
Jul 28, 2025	2025 (Q2)	0.21 / 0.28	0.23	21.74% (+0.05)	―
Apr 28, 2025	2025 (Q1)	0.22 / 0.23	0.29	-20.69% (-0.06)	―
Feb 10, 2025	2024 (Q4)	0.23 / 0.27	0.24	12.50% (+0.03)
Oct 28, 2024	2024 (Q3)	0.22 / 0.32	0.21	52.38% (+0.11)
Jul 29, 2024	2024 (Q2)	0.22 / 0.23	0.19	21.05% (+0.04)	―
Apr 29, 2024	2024 (Q1)	0.21 / 0.29	0.37	-21.62% (-0.08)	―
Feb 12, 2024	2023 (Q4)	0.20 / 0.24	0.35	-31.43% (-0.11)	―
Oct 30, 2023	2023 (Q3)	0.20 / 0.21	0.26	-19.23% (-0.05)
Jul 31, 2023	2023 (Q2)	0.21 / 0.19	0.29	-34.48% (-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

BRX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 28, 2025	$25.54	$26.35	+3.17%
Apr 28, 2025	$25.72	$24.63	-4.24%
Feb 10, 2025	$25.61	$26.62	+3.94%
Oct 28, 2024	$26.84	$26.64	-0.75%

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 Brixmor Property Group (BRX) report earnings?

Brixmor Property Group (BRX) is schdueled to report earning on Oct 27, 2025, After Close (Confirmed).

What is Brixmor Property Group (BRX) earnings time?

Brixmor Property Group (BRX) earnings time is at Oct 27, 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 BRX EPS forecast?

BRX EPS forecast for the fiscal quarter 2025 (Q3) is 0.22.

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