The earnings call reflected a strong performance with robust growth in NOI and significant capital deployment, leading to an upward revision in full-year guidance. Despite some challenges related to bankruptcies and uncollectible lease income, the overall financial health and strategic acquisitions position the company favorably for future growth.

Company Guidance -

Q3 2025

During the Regency Centers Second Quarter 2025 Earnings Conference Call, several key metrics highlighted the company's strong performance and future outlook. Same property net operating income (NOI) growth exceeded 7%, with base rent contributing 4.5%. The company reported robust leasing activity, achieving cash rent spreads of 10% and GAAP rent spreads nearing 20%. Regency Centers raised its full-year growth outlook for same property NOI, core operating earnings, and Nareit FFO, with same property NOI growth guidance increased to a range of 4.5% to 5%. The acquisition of five shopping centers in Southern California for $357 million was noted as accretive to earnings and growth, with a 97% lease rate and more than 600,000 square feet of retail space. Additionally, the company maintained strong investment activity, deploying over $600 million of capital year-to-date, and issued 7-year notes at a 5% coupon, reinforcing its sector-leading financial position.

Strong Operating Results

The company achieved same property NOI growth exceeding 7% with base rent being the largest contributor at 4.5%. Also, cash rent spreads were 10% and GAAP rent spreads nearly 20%.

Significant Capital Deployment

Year-to-date, Regency Centers has deployed over $600 million in capital, including the acquisition of five shopping centers in South Orange County, California for $357 million.

Raised Full Year Guidance

The company raised its full year growth outlook for same property NOI, core operating earnings, and NAREIT FFO. Specifically, the same property NOI growth range was increased to 4.5% to 5%, up 115 basis points at the midpoint.

Strong Balance Sheet

Regency Centers maintains strong financial health with leverage comfortably within the target range of 5 to 5.5x and a sector-leading financial position with an A credit rating from Moody's and S&P.

Successful Leasing Activity

The company continues to achieve record low shop move-outs and robust leasing activity with a strong rent growth, including a commenced occupancy rate increase by 40 basis points quarter-over-quarter.

Regency Centers (REG) 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 >

REG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 28, 2025	2025 (Q3)	0.56 / -	0.54	―	―	―
Jul 29, 2025	2025 (Q2)	0.55 / 0.56	0.54	3.70% (+0.02)
Apr 29, 2025	2025 (Q1)	0.56 / 0.58	0.58	0.00% (0.00)
Feb 06, 2025	2024 (Q4)	0.48 / 0.46	0.458	0.44% (<+0.01)
Oct 28, 2024	2024 (Q3)	0.46 / 0.54	0.498	8.43% (+0.04)
Aug 01, 2024	2024 (Q2)	0.46 / 0.54	0.513	5.26% (+0.03)
May 02, 2024	2024 (Q1)	0.48 / 0.58	0.572	1.40% (<+0.01)
Feb 08, 2024	2023 (Q4)	0.50 / 0.46	0.562	-18.51% (-0.10)
Nov 02, 2023	2023 (Q3)	0.48 / 0.50	0.511	-2.54% (-0.01)
Aug 03, 2023	2023 (Q2)	0.49 / 0.51	0.511	0.39% (<+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

REG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$71.76	$72.31	+0.77%
Apr 29, 2025	$71.15	$71.48	+0.46%
Feb 06, 2025	$71.55	$72.60	+1.47%
Oct 28, 2024	$69.72	$70.38	+0.95%

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 Regency Centers Corp. (REG) report earnings?

Regency Centers Corp. (REG) is schdueled to report earning on Oct 28, 2025, After Close (Confirmed).

What is Regency Centers Corp. (REG) earnings time?

Regency Centers Corp. (REG) earnings time is at Oct 28, 2025, After Close (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 REG EPS forecast?

REG EPS forecast for the fiscal quarter 2025 (Q3) is 0.56.

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