FRP Holdings (FRPH)
NASDAQ:FRPH
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Earnings Data
Report Date
Aug 12, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.03Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a balanced picture: tangible progress and meaningful long-term opportunities (Altman acquisition, a large $441M pipeline with ~$30M potential NOI, mining growth, improved industrial leasing activity, and strong liquidity) are counterbalanced by significant near-term operational challenges (sharp drop in commercial occupancy and segment NOI, multifamily underperformance in D.C., FFO pressure from higher costs and interest, and execution/timing risk on lease-up and stabilization). Management is optimistic and focused on converting embedded value into recurring cash flow, but the near-term outlook is mixed and contingent on execution.Company Guidance
Quarterly Operating Results and Liquidity
Q1 2026 NOI of approximately $8.9 million and FFO of $3.6 million (or $0.19 per share). Company ended the quarter with roughly $130 million of liquidity (cash + line availability).
Strategic Acquisition Expanded Development Pipeline
Completed Altman industrial acquisition for ~ $33.5 million, adding ~1.6 million square feet to the industrial development pipeline and expanding presence in Florida and New Jersey.
Industrial Leasing Momentum
Signed or LOI-ed ~53,000 square feet representing roughly $1 million of future annualized NOI. There are ~423,000 square feet available for lease, representing ~ $3.3 million of incremental annual NOI opportunity at stabilization. Management reports materially increased tours, proposals and tenant engagement versus 2025.
Mining & Royalties Double-Digit Growth
Mining and Royalties segment generated ~ $3.8 million of NOI in the quarter, up $498,000 or 15% year-over-year — the second consecutive quarter of double-digit underlying growth. Management describes mining as durable, high-margin cash flow with minimal incremental capital required.
Development Pipeline Size and Long-Term NOI Opportunity
Current development pipeline represents ~ $441 million of total project costs with expected stabilized incremental NOI of ~ $30 million over time. Management emphasizes focus on disciplined pacing, lease-up and stabilization to convert pipeline into recurring cash flow.
Full-Year NOI Guidance and Investment in Operating Platform
Company expects full-year 2026 NOI to remain relatively stable at ~ $37 million. G&A is expected to be ~ $15 million to $16 million reflecting investments in people, systems and infrastructure to operate at scale.
Favorable Market Supply Dynamics Over Time
Management notes development starts declined materially in 2025 into Q1 2026 — the lowest level of starts since 2010 — creating longer-term supply constraints in many infill coastal markets, which the company views as an opportunity for its pipeline and markets.
FRPH 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
FRPH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2026 | $22.44 | $21.41 | -4.59% |
Apr 10, 2026 | $22.53 | $22.40 | -0.58% |
Nov 05, 2025 | $24.03 | $22.90 | -4.70% |
Aug 06, 2025 | $26.60 | $24.75 | -6.95% |
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 FRP Holdings (FRPH) report earnings?
FRP Holdings (FRPH) is schdueled to report earning on Aug 12, 2026, TBA (Confirmed).
What is FRP Holdings (FRPH) earnings time?
FRP Holdings (FRPH) earnings time is at Aug 12, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is FRPH EPS forecast?
Currently, no data Available