The earnings call reflects a balanced outlook. While there are strong performances in the existing portfolio and promising developments in data centers, there are notable challenges in the pre-let markets and geopolitical uncertainties impacting growth prospects.

Company Guidance -

Q4 2025

During the SEGRO Half Year 2025 Results Call, CEO David Sleath highlighted key performance metrics, emphasizing a 7.8% growth in like-for-like net rental income which propelled a 6.5% increase in earnings per share. The portfolio's value grew to GBP 18.5 billion, with a NAV per share uptick to 910p, marking the first increase since 2022. SEGRO maintained a robust balance sheet with a loan-to-value ratio of 31%, providing ample capacity for future growth. Despite slower European pre-let markets due to macro uncertainties, development prospects are improving, with a near-term pipeline showing promise. An interim dividend of 9.7p was declared, consistent with past growth trends. The company is also advancing its data center platform, working on a 2.3 gigawatt power bank, and has initiated a joint venture for a fully fitted data center, underscoring a strategic focus on sustainable and diversified growth.

Strong Portfolio Performance

The existing portfolio has shown a 7.8% growth in like-for-like net rental income, which has driven a 6.5% increase in earnings per share.

Dividend Growth

SEGRO has delivered a 6.5% increase in earnings and dividends per share. An interim dividend of 9.7p is recommended, continuing a 12-year track record of annual dividend growth.

Data Center Expansion

Progress in building out a data center platform, including plans for a 2.3 gigawatt land-enabled power bank and a joint venture to develop their first fully fitted data center.

Asset Value Stabilization

The portfolio value increased to GBP 18.5 billion, with a small increase in like-for-like valuation, indicating stabilization in asset values.

Strong Balance Sheet

Loan to value stands at 31%, with almost GBP 2 billion available in liquidity, and a stable A- credit rating.

Segro plc (REIT) (GB:SGRO) 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:SGRO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 13, 2026	2025 (Q4)	0.18 / -	0.176	―	―	―
Jul 31, 2025	2025 (Q2)	0.17 / 0.18	0.17	6.47% (+0.01)	―	―
Feb 14, 2025	2024 (Q4)	0.17 / 0.18	0.241	-26.97% (-0.07)	―	―
Jul 26, 2024	2024 (Q2)	0.17 / 0.17	0.159	6.92% (+0.01)	―	―
Feb 16, 2024	2023 (Q4)	0.16 / 0.24	0.142	69.72% (+0.10)	―	―
Jul 27, 2023	2023 (Q2)	0.17 / 0.16	0.169	-5.92% (-0.01)	―	―
Feb 17, 2023	2022 (Q4)	0.14 / 0.14	0.153	-7.19% (-0.01)	―	―
Jul 28, 2022	2022 (Q2)	0.16 / 0.17	0.138	22.46% (+0.03)	―	―
Feb 18, 2022	2021 (Q4)	0.15 / 0.15	0.128	19.53% (+0.02)	―	―
Jul 29, 2021	2021 (Q2)	0.14 / 0.14	0.125	10.40% (+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:SGRO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	635.05p	637.81p	+0.43%
Feb 14, 2025	690.86p	699.86p	+1.30%
Jul 26, 2024	859.31p	844.91p	-1.68%
Feb 16, 2024	772.15p	787.16p	+1.94%

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 Segro plc (REIT) (GB:SGRO) report earnings?

Segro plc (REIT) (GB:SGRO) is schdueled to report earning on Feb 13, 2026, TBA (Confirmed).

What is Segro plc (REIT) (GB:SGRO) earnings time?

Segro plc (REIT) (GB:SGRO) earnings time is at Feb 13, 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 Segro plc (REIT) stock?

The P/E ratio of Segro plc (REIT) is N/A.

What is GB:SGRO EPS forecast?

GB:SGRO EPS forecast for the fiscal quarter 2025 (Q4) is 0.18.

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