EPR
EPR Properties·NYSE
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EPR fundamentals
EPR Properties (EPR) released its earnings on Feb 25, 2026: revenue was 157.06M (YoY +5.33%), beat estimates; EPS was 0.79 (YoY +515.79%), beat estimates.
Revenue / YoY
157.06M
+5.33%
EPS / YoY
0.79
+515.79%
Report date
Feb 25, 2026
EPR Earnings Call Summary for Q4,2025
- Accelerated Growth Plan: 2026 investment spending of $400-500 million targets fitness/wellness, attractions, and Eat & Play. Acquired $114 million in Q1 2026, including a Manhattan climbing gym and Dallas golf courses.
- Strong Financial Results: 2025 FFO as adjusted up 5.1%, AFFO up 6.2%. 2026 guidance projects 5.1% FFO growth, supported by expanding experiential portfolio.
- Balance Sheet Flexibility: $550M debt issuance and $400M ATM program fund aggressive investment strategy. AFFO payout ratio maintained at 70%.
- Strategic Moves: Expanded golf portfolio with $90.7M Dallas acquisition. Acquired regional water park and Vital Climbing Gym, diversifying into high-growth verticals.
- Topgolf Partnership: New private equity ownership may drive F&B growth. EPR's 10 Topgolf locations benefit from operational improvements and strong coverage.
EPS
Actual | 0.4 | -0.9 | -1.23 | -0.35 | -0.04 | 0.17 | 0.35 | 0.51 | 0.48 | 0.46 | 0.6 | 0.48 | 0.69 | 0.1 | 0.66 | 0.52 | 0.75 | 0.51 | 0.53 | -0.19 | 0.78 | 0.91 | 0.79 | 0.79 | ||||||||||
Forecast | 0.6158 | 0.128 | -0.1197 | -0.3683 | -0.2148 | 0.0785 | 0.2843 | 0.2969 | 0.4556 | 0.5352 | 0.5509 | 0.5916 | 0.6256 | 0.6507 | 0.786 | 0.5775 | 0.6018 | 0.646 | 0.6977 | 0.6422 | 0.622 | 0.6957 | 0.7815 | 0.7094 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -35.04% | -803.13% | -927.57% | +4.97% | +81.38% | +116.56% | +23.11% | +71.78% | +5.36% | -14.05% | +8.91% | -18.86% | +10.29% | -84.63% | -16.03% | -9.96% | +24.63% | -21.05% | -24.04% | -129.59% | +25.40% | +30.80% | +1.09% | +11.36% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 135.04M | 97.53M | 55.59M | 84.01M | 102.61M | 115.88M | 123.04M | 137.34M | 139.60M | 142.88M | 140.47M | 152.65M | 151.59M | 151.87M | 163.94M | 148.74M | 142.28M | 145.09M | 148.68M | 149.12M | 146.36M | 150.35M | 154.84M | 157.06M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 146.51M | 107.96M | 98.70M | 80.65M | 91.71M | 109.47M | 122.21M | 131.60M | 133.23M | 137.85M | 139.60M | 143.02M | 142.27M | 145.60M | 152.60M | 142.11M | 138.89M | 140.33M | 143.97M | 144.28M | 143.78M | 144.07M | 151.97M | 152.13M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -7.83% | -9.66% | -43.68% | +4.17% | +11.89% | +5.85% | +0.68% | +4.36% | +4.78% | +3.64% | +0.63% | +6.73% | +6.55% | +4.31% | +7.43% | +4.67% | +2.44% | +3.40% | +3.27% | +3.35% | +1.80% | +4.36% | +1.89% | +3.24% |
Earnings Call
You can ask Aime
What guidance did EPR Properties's management provide for the next earnings period?Did EPR Properties beat or miss consensus estimates last quarter?What is the revenue and EPS growth rate for EPR Properties year over year?What is EPR Properties's gross profit margin?What were the key takeaways from EPR Properties's earnings call?What is the market's earnings forecast for EPR Properties next quarter?What does EPR Properties do and what are its main business segments?What factors drove the changes in EPR Properties's revenue and profit?
