The earnings call indicates a strong overall performance with significant growth in earnings and rental income, strategic debt refinancing, and successful integration of UKCM assets. However, challenges such as market uncertainties and increased vacancy rates present potential risks. The focus on data center and logistics developments provides optimism for future growth.

Company Guidance -

Q4 2025

During the call, Tritax Big Box provided robust guidance for its financial and operational performance for the first half of 2025. The company reported a 6.4% increase in adjusted EPS and a 4.9% rise in dividends per share, supported by a 17.3% growth in net rental income to over GBP 149 million, primarily due to the acquisition of the UKCM portfolio. Property valuation increased, leading to a 1.4% rise in EPRA NTA per share to 188.2p, with a total accounting return of 3.6%. The CEO, Colin Godfrey, emphasized strategic progress, including the integration of UKCM Logistics assets, a noncore disposal program, and securing a second data center opportunity. The call highlighted three main growth drivers: record rental reversion with ongoing ERV growth, a robust logistics development pipeline, and exceptional returns from data center developments. The company's balance sheet remains strong, with a 4.2% increase in portfolio value to GBP 6.8 billion, and GBP 278 million of assets sold. Looking forward, the company reiterated its guidance to deliver earnings growth of 50% by the end of 2030, driven by its strategic focus on capturing rental reversion, logistics development, and data center opportunities.

Strong Earnings Growth

Adjusted EPS increased by 6.4%, supporting a 4.9% growth in dividend per share. The company reported a total accounting return of 3.6% for the first half, with an annualized return of 9.6%.

Significant Rental Income Increase

Net rental income increased by 17.3% to over GBP 149 million, mainly due to the acquisition of the UKCM portfolio.

Strategic Debt Refinancing

Successfully refinanced two debt facilities with a diversified debt maturity profile, providing financial flexibility.

Successful Integration and Performance of UKCM Assets

UKCM Logistics assets were fully integrated and contributed to a 13.2% increase in rents.

Data Center Development Progress

Secured a second data center opportunity and advanced discussions with 15 potential clients for Manor Farm project.

Tritax Big Box REIT (GB:BBOX) 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 >

GB:BBOX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 26, 2026	2025 (Q4)	0.05 / -	0.044	―	―	―
Aug 06, 2025	2025 (Q2)	0.04 / 0.05	0.041	12.20% (<+0.01)	―	―
Feb 28, 2025	2024 (Q4)	0.04 / 0.04	0.036	22.22% (<+0.01)	―	―
Aug 07, 2024	2024 (Q2)	0.04 / 0.04	0.039	5.13% (<+0.01)	―	―
Mar 01, 2024	2023 (Q4)	0.04 / 0.04	0.038	-5.26% (>-0.01)	―	―
Aug 03, 2023	2023 (Q2)	0.04 / 0.04	0.037	5.41% (<+0.01)	―	―
Mar 02, 2023	2022 (Q4)	0.04 / 0.04	0.334	-88.62% (-0.30)	―	―
Aug 04, 2022	2022 (Q2)	0.04 / 0.04	0.04	-7.50% (>-0.01)	―	―
Mar 03, 2022	2021 (Q4)	- / 0.33	0.203	64.53% (+0.13)	―	―
Aug 05, 2021	2021 (Q2)	- / 0.04	0.032	25.00% (<+0.01)	―	―

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

GB:BBOX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	140.64p	141.53p	+0.63%
Feb 28, 2025	137.70p	141.15p	+2.51%
Aug 07, 2024	149.26p	151.69p	+1.63%
Mar 01, 2024	133.76p	136.41p	+1.98%

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 Tritax Big Box REIT PLC (GB:BBOX) report earnings?

Tritax Big Box REIT PLC (GB:BBOX) is schdueled to report earning on Feb 26, 2026, TBA (Confirmed).

What is Tritax Big Box REIT PLC (GB:BBOX) earnings time?

Tritax Big Box REIT PLC (GB:BBOX) earnings time is at Feb 26, 2026, 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 Tritax Big Box REIT PLC stock?

The P/E ratio of Tritax Big Box REIT is N/A.

What is GB:BBOX EPS forecast?

GB:BBOX EPS forecast for the fiscal quarter 2025 (Q4) is 0.05.

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