Q2 FY2026 EarningsQ2 FY2026 results missed revenue and EBIT consensus but beat on EPS. Revenue of $196.9M missed the $202.7M estimate by 2.87%, primarily due to $284M in early loan repayments. However, GAAP Diluted EPS of $0.76 slightly beat the $0.75 mean estimate. Portfolio growth remained healthy with $1.1B redeployed and a record quarterly AFFO run rate of $0.80 per share, hitting the high end of management guidance.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Millrose Properties - WI(MRP) the Revenue is 196.85 M (+32.11%), Miss estimate;the EBIT is 167.63 M (+32.14%), Miss estimate;the EPS is 0.76 (+11.76%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.20B32.11%
0.20B36.02%
-0.01B3.91%
EBITMiss expectations
0.17B32.14%
0.17B35.87%
-0.00B3.73%
EPSExceed expectations
0.7611.76%
0.753310.78%
+0.00670.98%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf