Brixmor Property Grp

Q2 FY2026 EarningsQ2 FY26 performance was largely in-line with or slightly below consensus on the bottom line, though operational metrics remained robust. Revenue reached $354.2M, marginally missing the $355.2M consensus. GAAP EPS of $0.24 was slightly below the $0.245 mean estimate, while Nareit FFO of $0.58 per share highlighted operational resilience. Despite a slight earnings miss, management raised FY26 FFO guidance to $2.35 - $2.37 and increased Same Property NOI growth expectations to 5.00% - 5.75%, signaling confidence in leasing momentum and record small shop occupancy.