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[SITUATION] · [ACTIVE]

2 clusters · 7 sources · 2 days · First seen 4 days ago · Last updated 3 days ago

Categories: BUSINESS

US REIT earnings July 2026

Entities: Acres Commercial Realty Corp. · Chemed Corporation · Acadia Healthcare Company, Inc. · Rock Springs Capital Management LP · Sensata Technologies

Overview

In late July 2026 U.S. REITs posted a mixed but generally upbeat earnings season. Expand Energy (formerly Chesapeake Energy) posted Q2 revenue of $2.96 billion, EPS $1.33 and adjusted EBITDA $1.18 billion, beating expectations despite a lower operating margin. Extra Space Storage reported EPS $2.15 and raised its FY 2026 EPS guidance to $8.25‑$8.40 together with a $1.62 quarterly dividend.

Applied Digital Corp delivered fourth‑quarter revenue that topped Wall Street forecasts, driven by strong AI‑focused data‑center demand, but its shares fell sharply, trading well below analyst price targets. Empire State Realty Trust lifted its FY 2026 EPS outlook to $0.750‑$0.790. Chemed Corporation posted second‑quarter EPS of $6.06, a 7.1% beat, and revenue of $673.3 million, sending its stock up about 5.5%. Churchill Downs met expectations with EPS $3.45 and a 5% revenue rise.

ACRES Commercial Realty recorded a Q2 GAAP net loss of $12.5 million while noting progress on an internalization plan aimed at enhancing shareholder value. Acadia Realty Trust held its Q2 earnings call to discuss performance and outlook. Investor activity on the day included Bank of America increasing its stake in Analog Devices to roughly 2.09% and Caxton Associates trimming its NetApp position by 98.6%.

Overall, several REITs exceeded forecasts and updated guidance, while a few reported losses or saw muted market reactions, reflecting a broadly positive but nuanced earnings period for the sector.

Claims

What the coverage asserts, and how well corroborated each claim is across sources.

[● 2 SOURCES] The transaction was executed under a Rule 10b5‑1 trading plan to cover tax withholding obligations. (73133317-e178-40cb-9c3a-5002f3d653c1)
[○ 1 SOURCE] Applied Digital reported fourth‑quarter revenue that beat Wall Street estimates due to strong AI data‑center demand. (d712cfd1-f369-400b-b313-3b8aad27d18c)
[○ 1 SOURCE] Empire State Realty Trust set fiscal‑year‑2026 earnings‑per‑share guidance at $0.750‑$0.790. (273c6a8b-a3fd-46df-85ee-2e68fc1ff710)
[○ 1 SOURCE] Chemed Corporation earned earnings per share of $6.06 in the second quarter, beating estimates by 7.1 % and generating $673.3 million in revenue. (044904e0-0b86-438a-985e-afeb4d74b77e)
[○ 1 SOURCE] Churchill Downs reported earnings per share of $3.45 and quarterly revenue of $980 million, meeting analysts' expectations. (14bebf17-cdfe-427d-8cc9-99359ec87b5c)
[○ 1 SOURCE] Acres Commercial Realty Corp. posted a GAAP net loss of $12.5 million, or $1.87 per share, for the quarter ended June 30, 2026. (13bcdc85-a35c-4356-8ca6-e21bb6219cff)
[○ 1 SOURCE] Acadia Realty Trust held its Q2 2026 earnings conference call on July 29, 2026. (52217345-c178-4b83-9d16-a5d3a6b178f3)
[○ 1 SOURCE] Solomon Moshkevich sold 1,204 shares of Natera stock at an average price of $254.07 for a total of $305,900 on July 28. (68263f24-52ff-4698-8901-13eef8099a95)
[○ 1 SOURCE] The sale reduced Solomon Moshkevich's ownership of Natera by 0.90%. (68263f24-52ff-4698-8901-13eef8099a95)
[○ 1 SOURCE] John Fesko sold 782 shares of Natera stock at an average price of $260.49 for a total of $203,703 on July 27. (73133317-e178-40cb-9c3a-5002f3d653c1)
[○ 1 SOURCE] The sale reduced John Fesko's ownership of Natera by 0.42%. (73133317-e178-40cb-9c3a-5002f3d653c1)

Timeline

3 days ago

[BUSINESS] 6 sources
US Tech and Real Estate Firms Report Earnings Beats and Investor Position Changes
Applied Digital, Chemed, Analog Devices, NetApp, ACRES REIT and Acadia Realty reported earnings beats, losses, and notable investor stake changes in the U.S. market.
4 days ago

[BUSINESS] 3 sources
US Energy and Real‑Estate REITs Post Strong Quarterly Earnings
Expand Energy posted $2.96 bn Q2 revenue and $1.33 EPS, beating forecasts; Extra Space Storage reported $2.15 EPS, set FY 2026 guidance of $8.25‑$8.40 and issued a $1.62 dividend.

Sources

bygumbygolly.com · europesays.com · last10k.com · mommygearest.com · news.alphastreet.com · seekingalpha.com · stocknews.com

This summary has been updated 1 time: see revision history