| ARE |
Report |
Q2 2026 adjusted FFO per share |
IN-LINE |
pred ~$1.65 vs. cons $1.64 |
MEDIUM |
| ARE |
Report |
Q2 2026 revenue |
MISS |
pred ~$646.0M vs. cons $653.7M |
MEDIUM |
| ARE |
Report |
Q2 2026 leasing volume |
BEAT |
pred ~930,000 RSF vs. cons 900,000 RSF |
MEDIUM |
| ARE |
Guide |
FY2026 adjusted FFO per share midpoint |
UNCHANGED |
guide ~$6.40 vs. cons $6.40 (FY2026) |
MEDIUM |
| ARE |
Guide |
Q4 2026 adjusted FFO per share midpoint |
LOWER |
guide ~$1.40 vs. cons $1.45 (Q4 2026) |
MEDIUM |
| ARE |
Guide |
Year-end operating occupancy |
LOWER |
guide ~86.7% vs. cons 87.0% (year-end 2026) |
MEDIUM |
| ARE |
Guide |
Disposition and partial-interest sale midpoint |
LOWER |
guide ~$2.7B vs. cons $2.9B (FY2026) |
LOW |
| ARE |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.8% |
— |
MEDIUM |
| ARE |
Return |
5-day cumulative residual |
-6.5% (FOLLOW-THROUGH) |
A ~-4.8% day-1 residual extends to ~-6.5% by day 5 as a Q4 FFO midpoint of ~$1.40 vs. $1.45 and disposition guidance of ~$2.7B vs. $2.9B pull 2027 estimates lower despite an in-line Q2 FFO result. |
MEDIUM |