Q2 FY2026 EarningsQ2 FY26 results beat consensus on both top and bottom lines, with revenue of $1.79B vs. $1.61B expected and GAAP EPS of $1.49 vs. $1.64 expected (though impacted by prior-year gains). Real Estate FFO per share grew 7.9% YoY to $3.29, supported by an 8.5% increase in domestic property NOI and strong retailer sales growth. Management raised FY26 Real Estate FFO guidance to $13.20–$13.30, exceeding the implicit midpoint of prior expectations.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Simon Property(SPG) the Revenue is 1.66 B (+20.32%), Beat estimate;the EBIT is 824.1 M (+10.74%), Beat estimate;the EPS is 1.49 (-12.35%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.66B20.32%
1.61B16.95%
+0.05B3.37%
EBITExceed expectations
0.82B10.74%
0.79B5.80%
+0.04B4.94%
EPSMiss expectations
1.4912.35%
1.6383.65%
-0.14808.70%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf