The earnings call was predominantly positive, with strong growth in FFO, occupancy rates, and successful asset transactions. While there were some challenges with tenant bankruptcies, these were positioned as opportunities for improvement. The overall financial health and strategic direction appear strong.

Company Guidance -

Q3 2025

During Urban Edge Properties' second-quarter 2025 earnings call, the company reported a notable increase in funds from operations (FFO) as adjusted by 12% over the previous year and 8% year-to-date. Same-property net operating income (NOI) rose by 7.4% for the quarter and 5.6% year-to-date, with a same-property occupancy rate of 96.7%. The shop occupancy rate reached a record high of 92.5%, a 270 basis point improvement from the prior year. The company increased its 2025 FFO guidance by $0.02 per share, setting a new range of $1.40 to $1.44 per share, reflecting a 5% growth over 2024 at the midpoint. Additionally, Urban Edge highlighted a $142 million redevelopment pipeline expected to yield a 15% return. The company has sold $66 million in assets at a 4.9% cap rate year-to-date, while acquiring $552 million worth of high-quality shopping centers at a 7.2% cap rate since October 2023. Urban Edge also reported a strong balance sheet, with $1.5 billion in nonrecourse mortgages and $800 million in liquidity, and only 9% of total debt maturing through 2026.

Increased FFO as Adjusted

FFO as adjusted increased by 12% over last year and 8% year-to-date.

Record High Shop Occupancy

Shop occupancy reached a record high of 92.5%, up 270 basis points over the prior year.

Same-Property Net Operating Income Growth

Same-property net operating income increased by 7.4% for the quarter and 5.6% year-to-date.

Successful Asset Sales and Acquisitions

Sold $66 million of assets at a blended cap rate of 4.9% and acquired $552 million of high-quality shopping centers at a 7.2% cap rate.

Increase in 2025 FFO Guidance

Increased 2025 FFO as adjusted guidance by $0.02 per share to a new range of $1.40 to $1.44 per share, reflecting growth of 5% over 2024 at the midpoint.

Strong Leasing Activity

Executed 42 deals totaling 482,000 square feet with a 12% spread on renewals and a 19% spread on new leases.

Low Debt Maturity

Only 9% of total debt maturing through 2026, with a strong balance sheet and total liquidity of approximately $800 million.

Urban Edge Properties (UE) 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 >

UE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.14 / -	0.07	―	―	―
Jul 30, 2025	2025 (Q2)	0.09 / 0.46	0.26	76.92% (+0.20)	―
Apr 30, 2025	2025 (Q1)	0.09 / 0.07	0.02	250.00% (+0.05)	―
Feb 12, 2025	2024 (Q4)	0.10 / 0.24	1.88	-87.23% (-1.64)	―
Oct 30, 2024	2024 (Q3)	0.04 / 0.07	0.31	-77.42% (-0.24)	―
Jul 31, 2024	2024 (Q2)	0.04 / 0.26	0.09	188.89% (+0.17)	―
May 07, 2024	2024 (Q1)	0.07 / 0.02	-0.16	112.50% (+0.18)	―
Feb 14, 2024	2023 (Q4)	0.12 / 1.88	0.12	1466.67% (+1.76)	―
Oct 31, 2023	2023 (Q3)	0.08 / 0.31	0.1	210.00% (+0.21)	―
Aug 02, 2023	2023 (Q2)	0.08 / 0.09	0.1	-10.00% (-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

UE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$19.94	$20.04	+0.50%
Apr 30, 2025	$18.01	$17.89	-0.67%
Feb 12, 2025	$20.33	$20.76	+2.12%
Oct 30, 2024	$21.52	$21.96	+2.04%

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 Urban Edge Properties (UE) report earnings?

Urban Edge Properties (UE) is schdueled to report earning on Oct 29, 2025, After Close (Confirmed).

What is Urban Edge Properties (UE) earnings time?

Urban Edge Properties (UE) earnings time is at Oct 29, 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 UE EPS forecast?

UE EPS forecast for the fiscal quarter 2025 (Q3) is 0.15.

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