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Stag Industrial (STAG)
NYSE:STAG
US Market
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Stag Industrial (STAG) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 18, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.22
Last Year’s EPS
0.28
Same Quarter Last Year
Based on 9 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 29, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
STAG Industrial's earnings call highlighted strong leasing performance and increased FFO guidance, alongside strategic acquisitions and development achievements. However, challenges such as elongated lease gestation periods and high national vacancy rates somewhat tempered these positive outcomes.
Company Guidance
During the STAG Industrial Third Quarter 2025 Earnings Call, the company increased its core FFO guidance for the year to a range of $2.52 to $2.54 per share, reflecting a $0.03 increase at the midpoint. This adjustment follows strong year-to-date performance that exceeded internal projections. The company also reported a cash leasing spread of approximately 24% for 2025, with 99% of forecasted leasing already accomplished. Looking ahead, STAG anticipates cash leasing spreads of 18% to 20% for 2026 and has already addressed 52% of the operating portfolio square feet expected to lease next year. Acquisition volume for the third quarter totaled $101.5 million, with additional deals under contract slated to close by year-end, reflecting increased acquisition opportunities. Development activity remains robust, with 3.4 million square feet of projects in progress or recently completed, and a significant build-to-suit project in Union, Ohio, set to be completed in Q3 2026. Despite elongated lease gestation periods, leasing demand is improving, and national vacancy rates are expected to improve in the back half of 2026.
Increased Core FFO Guidance
STAG Industrial increased its core FFO guidance for the year to a range of $2.52 to $2.54 per share, a $0.03 increase at the midpoint due to year-to-date results exceeding internal projections.
Leasing Success
The company accomplished 99% of its forecasted leasing for 2025 with cash leasing spreads of approximately 24%. For 2026, 52% of the operating portfolio square feet expected to lease have been addressed, showing tenant engagement.
Development Platform Growth
STAG has 3.4 million square feet of development activity, with completed developments being 83% leased as of September 30. A new build-to-suit project in Union, Ohio is scheduled for completion in Q3 2026 with a stabilized yield of 7%.
Strong Leasing Activity
The company commenced 22 leases totaling 2.2 million square feet in Q3, generating cash and straight-line leasing spreads of 27.2% and 40.6%, respectively.
Improved Acquisition Opportunities
Acquisition volume for the third quarter totaled $101.5 million, and $153 million more is under agreement to close by year-end.

Stag Industrial (STAG) 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

STAG Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 18, 2026
2025 (Q4)
0.22 / -
0.28
Oct 29, 2025
2025 (Q3)
0.26 / 0.26
0.2313.04% (+0.03)
Jul 29, 2025
2025 (Q2)
0.22 / 0.27
0.33-18.18% (-0.06)
Apr 29, 2025
2025 (Q1)
0.19 / 0.49
0.2145.00% (+0.29)
Feb 12, 2025
2024 (Q4)
0.20 / 0.28
0.2321.74% (+0.05)
Oct 29, 2024
2024 (Q3)
0.17 / 0.23
0.28-17.86% (-0.05)
Jul 30, 2024
2024 (Q2)
0.20 / 0.33
0.2913.79% (+0.04)
Apr 30, 2024
2024 (Q1)
0.19 / 0.20
0.28-28.57% (-0.08)
Feb 13, 2024
2023 (Q4)
0.18 / 0.23
0.1735.29% (+0.06)
Oct 26, 2023
2023 (Q3)
0.18 / 0.28
0.35-20.00% (-0.07)
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

STAG Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 29, 2025
$37.40$38.29+2.38%
Jul 29, 2025
$35.16$34.34-2.33%
Apr 29, 2025
$31.95$32.25+0.94%
Feb 12, 2025
$33.85$34.15+0.89%
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 Stag Industrial (STAG) report earnings?
Stag Industrial (STAG) is schdueled to report earning on Feb 18, 2026, After Close (Confirmed).
    What is Stag Industrial (STAG) earnings time?
    Stag Industrial (STAG) earnings time is at Feb 18, 2026, 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 STAG EPS forecast?
          STAG EPS forecast for the fiscal quarter 2025 (Q4) is 0.22.
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