KIM Earnings Predictions — 2026-08-04

Ticker Report or Guide KPI Prediction Answer Confidence
KIM Report Core FFO per share (Q2 2026) BEAT pred ~$0.460 vs. cons $0.4545 MEDIUM
KIM Report Same-Site NOI Growth (Q2 2026) MISS pred ~3.5% vs. cons 3.89% MEDIUM
KIM Report Total Revenue (Q2 2026) IN-LINE pred ~$548M vs. cons $543.9M MEDIUM
KIM Guide FY 2026 Core FFO per share (FY 2026) BETTER guide ~$1.82-$1.84 vs. cons $1.837 MEDIUM
KIM Guide FY 2026 Same-Site NOI Growth (FY 2026) LOWER guide 2.8%-3.5% vs. cons 3.83% HIGH
KIM Guide FY 2026 Credit Loss (FY 2026) UNCHANGED guide 65-90 bps unchanged vs. prior 65-90 bps HIGH
KIM Return Day-1 residual (stock − beta × S&P 500) -0.3% MEDIUM
KIM Return 5-day cumulative residual -1.8% (FADE) FADE -- same-site NOI implicit cut drives sell-side estimate revisions lower over the week despite FFO beat MEDIUM