Logistic Properties of the Americas (LPA)
XASE:LPA
Earnings Data
Report Date
May 20, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.02Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong operational and financial momentum: double-digit full-year revenue growth, sizable quarter-over-quarter NOI expansion, full portfolio occupancy, rental rate increases, an active development pipeline with high pre-leasing, and a strategic $200M partnership to accelerate Mexico expansion. Offsetting items included a notable decline in valuation gains, rising operating costs, lingering share-price weakness after the lock-up expiration, and macro/policy risks tied to Mexico. On balance, the company presented clear growth drivers and improving capital metrics that outweigh the highlighted challenges.Company Guidance
Revenue Growth (FY and Q4)
Consolidated revenue increased 14.3% in 2025 to $50.1 million; fourth-quarter revenue grew 23.3% year-over-year, led by strong performance in Peru (+31%) and Colombia (+14.8%).
Strong NOI and Cash NOI Expansion
Net operating income (NOI) grew 29.8% in the fourth quarter and 11.9% for the full year 2025. Cash NOI increased 12.4% to $40.3 million.
Occupancy and Leasing Momentum
Operating portfolio reached 100% occupancy by quarter-end; leased GLA increased 6.3% to nearly 6,000,000 square feet. Notable new leases include PepsiCo's 254,000 sq ft LEED Gold facility in Parque Logístico Callao and a 97,000 sq ft lease in Bogotá to PriceSmart (cross-border tenant).
Portfolio Growth and Development Pipeline
Operating GLA increased ~13.3% to approximately 5,800,000 sq ft across 34 properties. Development pipeline includes Building 200 (~224,000 sq ft) with 84.1% of development GLA pre-leased and an on-time, on-budget 215,000 sq ft building at Parque Logístico Callao; development yields targeted around 13%.
Mexico Strategic Partnership and Growth Runway
Entered a master forward purchase partnership with Fortem Capital (~$200 million investment to be deployed over time) to acquire Central Park 57 (approx. 2,100,000 sq ft across 8 buildings). The partnership provides line of sight to a 36% increase in GLA vs. year-end 2025 and de-risks expansion by acquiring stabilized, dollar-denominated Class A assets.
Rental Rate Improvement and Pricing Power
Average rent per square foot rose 11% to $8.65 (also aided by favorable FX), and management highlighted embedded rental upside as leases roll to market rates and new pre-leased developments come online.
Improved Capital and Financing Metrics
Financing costs declined 7.9% to $20.8 million due to lower interest rates and capitalization of development interest; net debt to investment properties improved by 150 basis points to 40.2%, and no significant near-term debt maturities.
Logistic Properties of the Americas (LPA) Earnings, Revenues Date & History
LPA 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
LPA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 08, 2026 | $3.33 | ― | ― |
Nov 14, 2025 | $3.40 | $3.18 | -6.47% |
Aug 13, 2025 | $6.41 | $6.06 | -5.46% |
May 14, 2025 | $6.10 | $6.02 | -1.31% |
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 Logistic Properties of the Americas (LPA) report earnings?
Logistic Properties of the Americas (LPA) is schdueled to report earning on May 20, 2026, After Close (Confirmed).
What is Logistic Properties of the Americas (LPA) earnings time?
Logistic Properties of the Americas (LPA) earnings time is at May 20, 2026, After Close (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 LPA EPS forecast?
Currently, no data Available