| BXP |
Report |
FFO per share (Q2'26) |
BEAT |
pred ~$1.72 vs. cons $1.70 |
MEDIUM |
| BXP |
Report |
Total in-service occupancy |
IN-LINE |
pred ~88.0% vs. cons 87.9% |
MEDIUM |
| BXP |
Report |
Same-property NOI (GAAP, BXP share, YoY) |
IN-LINE |
pred ~+1.9% vs. cons +2.0% |
LOW |
| BXP |
Guide |
FY2026 FFO/share guide (midpoint) |
BETTER |
guide ~$6.99 vs. cons $6.97 (FY2026) |
MEDIUM |
| BXP |
Guide |
Year-end 2026 occupancy target |
UNCHANGED |
guide ~89% vs. cons 89% (YE2026) |
MEDIUM |
| BXP |
Guide |
FY2026 leasing volume floor |
UNCHANGED |
guide ~4.0M sq ft vs. cons 4.0M (FY2026) |
MEDIUM |
| BXP |
Guide |
343 Madison recap/pre-leasing progress |
BETTER |
guide ~35% committed vs. 29% prior (2026 recap) |
LOW |
| BXP |
Guide |
FY2026 net interest expense assumption |
LOWER |
guide ~+$5M higher vs. cons flat (FY2026) |
LOW |
| BXP |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.0% |
— |
LOW |
| BXP |
Return |
5-day cumulative residual |
+0.3% (FADE) |
Likely modest beat-and-raise (occupancy inflection, +$0.02 FFO habit) drives a small day-1 pop, but the print is flat-to-down FFO YoY leaning on lumpy termination income with a creeping interest-expense headwind, so out-period math implies little/no upward forward-estimate revision. After a ~36% rally off the April lows and ~17% since the Q1 print, expectations are elevated and the good news is largely priced, so an initial gain tends to fade back toward flat over the week barring a concrete 343 Madison JV/recap announcement. |
LOW |