The RMR Group (RMR) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

May 06, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.14

Last Year’s EPS

0.28

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 1 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Feb 04, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call reported several meaningful strategic wins — notably strong incentive fee receipts ($23.6M), material asset sales and deleveraging across client REITs, significant refinancing actions, robust leasing performance (+13% on rental rates) and a solid liquidity position (~$150M). The company is proactively building private capital capabilities (multifamily focus) and Seven Hills’ capital raise and loan pipeline support future growth. Near-term headwinds include sequential declines in recurring service revenues (~$2.5M), the wind-down of AlerisLife, Q2 guidance showing lower adjusted net income (midpoint roughly 35% lower), ongoing OPI bankruptcy uncertainty and some GAAP drag from wholly owned assets. Overall, the positive operational results, balance sheet improvements and liquidity buffer outweigh the near-term revenue and earnings pressures, supporting a constructive outlook while acknowledging short-term headwinds.

Company Guidance

RMR guided next-quarter adjusted EBITDA of approximately $17 million to $19 million, distributable earnings of $0.41–$0.43 per share and adjusted net income of $0.12–$0.14 per share, based on expected recurring service revenues of about $41 million (down from ~$43M this quarter) driven by lower construction supervision fees, the wind‑down of AlerisLife (which contributed ~$400k this quarter), and reduced management fees as clients repay debt; they also expect an ~$800k increase in quarterly adjusted EBITDA beginning next quarter from higher Seven Hills dividends. Recurring cash compensation is expected to remain at or slightly below $37.4 million with a ~45% cash compensation reimbursement rate (vs. 46% this quarter), recurring G&A roughly $10.5 million (excluding annual director grants), interest expense near the current ~$2.6 million level, and a modeled tax rate rising to ~17% (from 14.8% this quarter). RMR noted it ended the quarter with nearly $150 million of liquidity (~$50M cash and $100M revolver capacity) bolstered by $23.6 million of incentive fees collected in January.

Beat Guidance on Key Profitability Metrics

Distributable earnings of $0.47 per share, adjusted net income of $0.20 per share and adjusted EBITDA of $19.5 million — all exceeded or were at the high end of guidance for the quarter.

Large Incentive Fees Collected

RMR received $23.6 million in incentive fees for calendar 2025 (including $17.9M from DHC and $5.7M from ILPT), collected in January and strengthening liquidity and dividend coverage.

Material Asset Sales and Deleveraging at DHC

DHC sold 37 properties in Q4 for approximately $250 million and 69 properties for ~$605 million in 2025; used proceeds to fully repay zero coupon senior secured notes due 2026, leaving no debt maturities until 2028 and unencumbering 45 collateral properties (~$850M gross book value).

Significant Hotel Sales and Debt Reduction at SVC

SVC sold 66 hotels in the quarter for ~$534 million and 112 hotels in 2025 for ~$859 million; announced early redemption of $300 million of senior unsecured notes due 2027 to further delever balance sheet.

ILPT Refinancings and Dividend Increase

ILPT refinanced over $1.2 billion of debt in 2025 and materially increased its dividend; actively exploring refinancing of remaining ~$1.4 billion floating rate debt maturing March 2027.

Seven Hills Capital Raise and Lending Pipeline

Seven Hills completed a rights offering raising gross proceeds of $65.2 million (73.2% subscribed); RMR backstopped remaining shares and increased ownership to 20.3%. New capital supports over $200M in potential loan investments and a pipeline of approximately $1 billion in lending opportunities; Seven Hills deployed $101M in Q4 into three new loans.

Strong Leasing Performance and Rent Momentum

RMR arranged nearly 10 million square feet of leasing at rental rates approximately 13% higher than previous rents for the same space, demonstrating tenant and brokerage relationships driving revenue improvement.

Residential Portfolio Operating Strength

RMR Residential represents $4.5 billion in value-add residential across >18,000 units; managed portfolio ~93% occupied, resident retention >70%, and nominal delinquencies; owned communities remain on track with business plans.

Successful Loan Sales and Attractive Returns

Sold two loans for $61.7 million, netting RMR $16.6 million after repaying secured financing; loans generated returns of just over 14% during an ~1.5 year hold period.

Solid Liquidity Position

Ended the quarter with nearly $150 million of total liquidity, including ~ $50 million in cash and $100 million of undrawn revolving credit capacity, supported by the $23.6M in incentive fees collected in January.

Private Capital Team Expansion

Built out a dedicated private capital fundraising team (now four senior-dedicated people) including hiring Peter Welch to lead International Capital Formation to expand global fundraising, with primary 2026 fundraising focus on multifamily.

The RMR Group (RMR) 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

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RMR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 06, 2026	2026 (Q2)	0.14 / -	0.28	―	―	―
Feb 04, 2026	2026 (Q1)	0.18 / 0.20	0.38	-47.37% (-0.18)
Nov 12, 2025	2025 (Q4)	0.22 / 0.22	0.32	-31.25% (-0.10)
Aug 05, 2025	2025 (Q3)	0.28 / 0.28	0.29	-3.45% (>-0.01)
May 06, 2025	2025 (Q2)	0.35 / 0.28	0.34	-17.65% (-0.06)	―
Feb 05, 2025	2025 (Q1)	0.37 / 0.38	0.41	-7.32% (-0.03)	―
Nov 11, 2024	2024 (Q4)	0.34 / 0.32	0.46	-30.43% (-0.14)	―
Aug 01, 2024	2024 (Q3)	0.39 / 0.29	1.48	-80.41% (-1.19)
May 07, 2024	2024 (Q2)	0.36 / 0.34	1.11	-69.37% (-0.77)
Feb 07, 2024	2024 (Q1)	0.43 / 0.41	0.37	10.81% (+0.04)

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

RMR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 04, 2026	$15.67	$16.86	+7.59%
Nov 12, 2025	$15.16	$15.24	+0.51%
Aug 05, 2025	$15.48	$15.46	-0.12%
May 06, 2025	$13.34	$12.76	-4.33%

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 The RMR Group Inc. (RMR) report earnings?

The RMR Group Inc. (RMR) is schdueled to report earning on May 06, 2026, Before Open (Confirmed).

What is The RMR Group Inc. (RMR) earnings time?

The RMR Group Inc. (RMR) earnings time is at May 06, 2026, 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?

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What is RMR EPS forecast?

RMR EPS forecast for the fiscal quarter 2026 (Q2) is 0.14.