| FRT |
Report |
Core FFO per share |
BEAT |
pred ~$1.87 vs. cons $1.85 |
MEDIUM |
| FRT |
Report |
Comparable POI growth (GAAP) |
BEAT |
pred ~2.4% vs. cons 2.2% |
MEDIUM |
| FRT |
Report |
Portfolio occupancy |
IN-LINE |
pred ~93.9% vs. cons 93.8% |
MEDIUM |
| FRT |
Guide |
FY2026 Core FFO per share guidance |
UNCHANGED |
guide ~$7.51 midpoint vs. cons $7.51 (FY2026) |
HIGH |
| FRT |
Guide |
FY2026 comparable POI growth guidance |
UNCHANGED |
guide ~3.4% midpoint vs. cons 3.4% (FY2026) |
MEDIUM |
| FRT |
Guide |
4Q26 portfolio occupancy exit rate commentary |
UNCHANGED |
guide ~94.6% vs. cons 94.6% (4Q26) |
MEDIUM |
| FRT |
Guide |
Signed-but-not-open rent contribution commentary |
UNCHANGED |
guide ~$36 million vs. cons $36 million (2H26 into 2027) |
MEDIUM |
| FRT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.2% |
— |
MEDIUM |
| FRT |
Return |
5-day cumulative residual |
+0.4% (FADE) |
A modest ~$0.02 Core-FFO beat versus ~$0.00 of FY2026 guidance upside should initially reward the print, but unchanged ~$7.51 FY2026 midpoint guidance leaves out-period 2027 estimate revisions limited after the beat. |
MEDIUM |