| BXP |
Report |
FFO per share (Q2 2026) |
BEAT |
pred ~$1.73 vs. cons $1.71 |
MEDIUM |
| BXP |
Report |
Total Revenue (Q2 2026) |
IN-LINE |
pred ~$818M vs. cons $813M |
MEDIUM |
| BXP |
Report |
In-Service Portfolio Occupancy (Q2 2026) |
IN-LINE |
pred ~88.0% vs. cons ~87.9% |
MEDIUM |
| BXP |
Guide |
FY2026 FFO per share guidance |
BETTER |
guide ~$6.95-$7.06 (mid $7.00) vs. cons $6.98 (FY2026) |
MEDIUM |
| BXP |
Guide |
FY2026 EPS guidance |
UNCHANGED |
guide ~$2.17-$2.29 (mid $2.23) vs. cons $2.22 (FY2026) |
LOW |
| BXP |
Guide |
Year-end 2026 occupancy target |
UNCHANGED |
guide ~89.0% vs. cons ~89.0% (year-end 2026) |
MEDIUM |
| BXP |
Guide |
2026 incremental disposition proceeds |
UNCHANGED |
guide ~$400M vs. cons ~$400M (FY2026) |
LOW |
| BXP |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.8% |
— |
MEDIUM |
| BXP |
Return |
5-day cumulative residual |
+0.6% (FADE) |
Stock has already re-rated +30% off March lows and trades near 52-week highs into the print, so a modest FFO beat and an in-line-to-slightly-better FY26 guide (roughly matching the SLG-style read-through already priced in) likely produces an initial pop but limited incremental upside to out-period estimates; without a materially bigger guidance raise, higher-for-longer SOFR assumptions and ~8x leverage keep interest-expense risk in focus, and elevated leasing/TI costs temper FAD upside, causing some giveback over the following days as the initial reaction fades toward a smaller net residual. |
MEDIUM |