| KIM |
Report |
Q2 2026 FFO per share |
BEAT |
pred ~$0.47 vs. cons $0.46 |
MEDIUM |
| KIM |
Report |
Q2 2026 Same-property NOI growth (YoY) |
BEAT |
pred ~3.3% vs. cons ~2.8% |
MEDIUM |
| KIM |
Report |
Q2 2026 Total revenue |
IN-LINE |
pred ~$548M vs. cons $545M |
MEDIUM |
| KIM |
Guide |
FY2026 FFO/share guidance |
BETTER |
guide ~$1.83-$1.86 vs. cons $1.825 (FY2026) |
MEDIUM |
| KIM |
Guide |
FY2026 Same-property NOI growth guidance |
BETTER |
guide ~3.0%-3.6% vs. cons ~3.15% (FY2026) |
MEDIUM |
| KIM |
Guide |
FY2026 Credit-loss assumption guidance |
BETTER |
guide ~60-85 bps vs. cons ~77 bps (FY2026) |
LOW |
| KIM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.8% |
— |
MEDIUM |
| KIM |
Return |
5-day cumulative residual |
-0.3% (FADE) |
Setup mirrors Q1: a low-bar beat-and-raise is largely pre-anticipated (SNO pipeline conversion math already telegraphed by management, consensus FFO stuck at $0.46 for 3+ months), and the stock has already run ~27% into the print (peaked $26.38 in late July before pulling back to $25.42). Q1's earnings reaction showed exactly this pattern: a modest 1-2 day pop followed by give-back over the rest of the week as no incremental surprise emerged beyond what was guided. Expect a similar initial positive reaction on the beat/raise that fades as investors rotate to 2H26 refinancing/credit-loss risk and valuation-discount debate rather than sustained re-rating. |
MEDIUM |