What changed
2026-07-30 01:54 UTC → 2026-07-30 08:34 UTC ·
added
removed
US REIT earnings reports July 2026
On In late July 27, 2026, 2026 U.S. REITs posted a mixed but generally upbeat earnings season. Expand Energy (formerly Chesapeake Energy) posted Q2 revenue of $2.96 billion, with earnings per share of EPS $1.33 and adjusted EBITDA of $1.18 billion, beating expectations despite a lower operating margin. The self‑storage REIT Extra Space Storage also beat forecasts, reporting reported EPS of $2.15 and announcing raised its FY 2026 EPS guidance of to $8.25‑$8.40 plus together with a $1.62 quarterly dividend. The following day, a broader set of U.S. REITs released their Q2 2026 results. Applied Digital highlighted Corp delivered fourth‑quarter revenue that topped Wall Street forecasts, driven by strong AI‑focused data‑center demand and topped revenue estimates, though demand, but its share price shares fell sharply. sharply, trading well below analyst price targets. Empire State Realty Trust raised lifted its FY 2026 EPS outlook to $0.750‑$0.790. Chemed Corporation posted second‑quarter EPS of $6.06, beating consensus, while a 7.1% beat, and revenue of $673.3 million, sending its stock up about 5.5%. Churchill Downs matched met expectations with EPS of $3.45 and a 5 % 5% revenue rise. Acres ACRES Commercial Realty reported recorded a Q2 GAAP net loss of $12.5 million, million while noting a healthy loan pipeline, and progress on an internalization plan aimed at enhancing shareholder value. Acadia Realty Trust held its Q2 earnings call to discuss performance. Together, performance and outlook. Investor activity on the snapshots illustrate a mixed but generally positive earnings season for U.S. REITs day included Bank of America increasing its stake in late July 2026, with Analog Devices to roughly 2.09% and Caxton Associates trimming its NetApp position by 98.6%. Overall, several companies exceeding REITs exceeded forecasts and updating updated guidance, while a few reported losses or weaker saw muted market reactions. reactions, reflecting a broadly positive but nuanced earnings period for the sector.