| BXP |
Report |
Q2 FFO/share |
IN-LINE |
pred ~$1.72 vs. cons $1.707 (Visible Alpha, Jul. 28, 2026) |
MEDIUM |
| BXP |
Report |
Q2 occupancy |
IN-LINE |
pred ~88.0% vs. cons 87.93% (Visible Alpha, Jul. 28, 2026) |
MEDIUM |
| BXP |
Report |
Q2 office same-store NOI growth |
BEAT |
pred ~-1.30% vs. cons -1.56% (Visible Alpha, Jul. 28, 2026) |
MEDIUM |
| BXP |
Guide |
FY26 FFO/share |
UNCHANGED |
guide $6.90-$7.04 vs. cons $6.966 (BXP Apr. 28 release; Visible Alpha Jul. 28) |
MEDIUM |
| BXP |
Guide |
Q3 FFO/share |
LOWER |
guide $1.75-$1.77 vs. cons $1.811 (Visible Alpha, Jul. 28, 2026) |
MEDIUM |
| BXP |
Guide |
FY26 exit occupancy commentary |
UNCHANGED |
reaffirm ~89% exit; no comparable consensus, UNVERIFIED |
LOW |
| BXP |
Guide |
343 Madison financing / recapitalization |
UNCHANGED |
maintain Q3 loan close / 2026 recap; no consensus, UNVERIFIED |
LOW |
| BXP |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
MEDIUM |
| BXP |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — lower Q3 guide should drive near-term estimate cuts |
MEDIUM |