The earnings call presented a positive picture overall, with significant lease-up achievements, strong same-store NOI growth, successful property sales, and improved debt metrics. However, the company faces challenges with tenant move-outs, leasing market delays, and slightly lower tenant retention expectations. The focus on strategic target markets and positive demographic trends provide a strong foundation for future growth.

Company Guidance -

Q3 2025

In the LXP Industrial Trust Second Quarter 2025 Earnings Call, the company provided comprehensive guidance and updates on their financial performance and strategic initiatives. Key metrics highlighted include a lease-up of a 1.1 million square foot facility in Greenville-Spartanburg, contributing $3.7 million to base rent for 2025. The company reported same-store NOI growth of 4.7% and maintained their full-year growth guidance at 3% to 4%. Their portfolio occupancy increased to 94.1%, with a significant lease signed for a 1.1 million square foot development facility at a stabilized cash yield of approximately 8%. The company tightened their 2025 adjusted company FFO guidance to a range of $0.62 to $0.64 per diluted share, partly due to elongated tenant decision-making processes. They also continue to focus on reducing leverage, with net debt to adjusted EBITDA at 5.8x. The construction pipeline in their 12 target markets has declined significantly, and they plan to pursue modest capital recycling opportunities while concentrating their investment strategy in the Sunbelt and select Midwest states.

Strong Lease-Up Activity

Achieved lease-up of a 1.1 million square foot development facility in Greenville-Spartanburg, contributing significantly to second quarter results.

Same-Store NOI Growth

Reported same-store NOI growth of 4.7% with a portfolio occupancy of 98% at quarter end.

Successful Property Sale

Sold a property in Chillicothe, Ohio for approximately $40 million at a cash capitalization rate of 4.3%, positively impacting cash position.

Improved Debt Metrics

Reduced net debt to adjusted EBITDA to 5.8x, with 99% of 2025 and 2026 debt at fixed rates.

Significant Rent Increases

Achieved second-generation base and cash-based rent spreads of approximately 41% and 46%, respectively.

Positive Market Trends

Concentration in 12 target markets that are experiencing positive demographic trends and investment in onshoring advanced manufacturing.

LXP Industrial Trust (LXP) 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 >

LXP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	>-0.01 / -	0.02	―	―	―
Jul 30, 2025	2025 (Q2)	-0.01 / 0.09	0.01	800.00% (+0.08)
May 01, 2025	2025 (Q1)	-0.02 / 0.06	-0.01	700.00% (+0.07)
Feb 13, 2025	2024 (Q4)	-0.02 / 0.11	0.04	175.00% (+0.07)
Nov 06, 2024	2024 (Q3)	-0.02 / 0.02	0.04	-50.00% (-0.02)
Jul 31, 2024	2024 (Q2)	-0.02 / 0.01	-0.03	133.33% (+0.04)
May 02, 2024	2024 (Q1)	-0.01 / -0.01	0.03	-133.33% (-0.04)
Feb 15, 2024	2023 (Q4)	0.00 / 0.04	0.13	-69.23% (-0.09)
Oct 31, 2023	2023 (Q3)	<0.01 / 0.04	0.08	-50.00% (-0.04)
Aug 02, 2023	2023 (Q2)	0.00 / -0.03	0.14	-121.43% (-0.17)

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

LXP Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$8.07	$7.88	-2.35%
May 01, 2025	$7.76	$7.87	+1.42%
Feb 13, 2025	$7.92	$8.28	+4.55%
Nov 06, 2024	$8.85	$9.27	+4.75%

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 LXP Industrial Trust (LXP) report earnings?

LXP Industrial Trust (LXP) is schdueled to report earning on Oct 30, 2025, Before Open (Confirmed).

What is LXP Industrial Trust (LXP) earnings time?

LXP Industrial Trust (LXP) earnings time is at Oct 30, 2025, Before Open (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 LXP EPS forecast?

LXP EPS forecast for the fiscal quarter 2025 (Q3) is >-0.01.

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