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Stag Industrial (STAG)
NYSE:STAG
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.22Last Year’s EPS
0.33Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 29, 2025
|% Change Since: 3.48%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Positive
The earnings call presents a generally positive outlook with strong financial performance and leasing activity, despite facing challenges from global trade uncertainties and specific market weaknesses.Company Guidance
During the STAG Industrial, Inc. First Quarter 2025 Earnings Conference Call, the company provided several key metrics and guidance updates. The company's core FFO per share exceeded expectations at $0.61, while cash available for distribution grew by 8.5% to $106.5 million. Their leasing activity was robust, with 78.5% of the expected 2025 operating portfolio already leased, achieving cash leasing spreads of 25.1%. Additionally, STAG completed acquisitions worth $43 million, with cap rates between 6.8% and 7.0%. The company maintained its 2025 credit loss guidance at 75 basis points, emphasizing strong liquidity with $1 billion available at quarter-end. Moreover, they reported low leverage with a net debt to annualized run rate adjusted EBITDA ratio of 5.2 times. Despite macroeconomic uncertainties, including the global trade war and supply chain disruptions, STAG remains optimistic about its diversified portfolio and strong market positioning.Strong Start to 2025 with Core FFO Per Share Exceeding Expectations
Core FFO per share was $0.61 in the first quarter of 2025, exceeding initial expectations and demonstrating a strong start to the year.
Significant Leasing Activity
78.5% of the operating portfolio square feet expected to be leased in 2025 has been achieved, with cash leasing spreads of 25.1%. A major lease of 500,000 square feet in the Savannah market was executed with zero downtime and a 25% cash leasing spread.
Positive Acquisition and Disposition Activity
Acquisitions in the first quarter totaled $43 million with cap rates of 6.8% and 7.0%. A building was sold in Nashua, New Hampshire for $67 million at a cash cap rate of 4.9%.
Improved Liquidity and Strong Balance Sheet
Liquidity stood at $1 billion at quarter end, with minimal debt maturities remaining in 2025. A note purchase agreement to issue $550 million of fixed rate senior unsecured notes was entered into, with a weighted average interest rate of 5.65%.
Robust Same-Store NOI Growth
Achieved same-store cash NOI growth of 3.4% for the quarter, driven by leasing spreads of 27.3% and annual escalators at 2.8%.
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STAG 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
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STAG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 29, 2025 | $32.72 | $33.03 | +0.95% |
| Feb 12, 2025 | $34.66 | $34.97 | +0.89% |
| Oct 29, 2024 | $36.17 | $36.88 | +1.96% |
| Jul 30, 2024 | $39.43 | $39.57 | +0.36% |
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.
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FAQ
When does Stag Industrial (STAG) report earnings?
Stag Industrial (STAG) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is Stag Industrial (STAG) earnings time?
Stag Industrial (STAG) earnings time is at Jul 23, 2025, TBA Not 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 (Q2) is 0.22.
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