SPG
Simon Property Group·NYSE
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SPG fundamentals
Simon Property Group (SPG) released its earnings on Feb 2, 2026: revenue was 1.79B (YoY +13.22%), beat estimates; EPS was 9.35 (YoY +358.33%), beat estimates.
Revenue / YoY
1.79B
+13.22%
EPS / YoY
9.35
+358.33%
Report date
Feb 2, 2026
SPG Earnings Call Summary for Q4,2025
- Record FFO Growth: $12.73 per share, up 4.2% YoY, driven by 4.8% domestic NOI growth and strong occupancy (96.4% Malls/Premium Outlets, 99.2% Mills).
- Shareholder Returns: $3.5B returned in 2025 ($3.2B dividends, $227M buybacks) and 4.8% dividend hike to $2.20/Q1 2026.
- Development Pipeline: $4B+ 2025 pipeline, 2026 NOI contribution of $30M from new projects, and 9% blended yield on mixed-use developments.
- Tariff Resilience: 3%+ domestic NOI guidance for 2026, offsetting $200M+ retail EBITDA headwind with lease-up opportunities.
- Liquidity & Balance Sheet: $9B liquidity, A-rated credit, and 5.0x net debt/EBITDA.
EPS
Actual | 1.43 | 0.83 | 0.48 | 0.86 | 1.36 | 1.88 | 2.07 | 1.53 | 1.3 | 1.322 | 1.65 | 2.06 | 1.38 | 1.49 | 1.82 | 2.29 | 2.25 | 1.51 | 1.46 | 2.04 | 1.27 | 1.7 | 1.86 | 9.35 | ||||||||||||||||
Forecast | 1.5601 | 0.9444 | 0.967 | 0.9074 | 1.03 | 1.0489 | 1.1018 | 1.4762 | 1.2474 | 1.4694 | 1.4809 | 1.8043 | 1.4401 | 1.4964 | 1.5135 | 1.8839 | 1.3566 | 1.4469 | 1.4929 | 1.8212 | 1.3625 | 1.5389 | 1.6066 | 1.9043 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -8.34% | -12.11% | -50.36% | -5.22% | +32.04% | +79.24% | +87.87% | +3.64% | +4.22% | -10.03% | +11.42% | +14.17% | -4.17% | -0.43% | +20.25% | +21.56% | +65.86% | +4.36% | -2.20% | +12.01% | -6.79% | +10.47% | +15.77% | +390.99% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.35B | 1.06B | 1.06B | 1.13B | 1.24B | 1.25B | 1.30B | 1.33B | 1.30B | 1.28B | 1.32B | 1.40B | 1.35B | 1.37B | 1.41B | 1.53B | 1.44B | 1.46B | 1.48B | 1.58B | 1.47B | 1.50B | 1.60B | 1.79B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.32B | 1.09B | 1.12B | 1.13B | 1.10B | 1.11B | 1.18B | 1.26B | 1.20B | 1.22B | 1.24B | 1.29B | 1.26B | 1.26B | 1.27B | 1.38B | 1.31B | 1.30B | 1.32B | 1.41B | 1.35B | 1.38B | 1.40B | 1.50B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +2.33% | -2.16% | -5.12% | +0.44% | +12.48% | +12.65% | +9.97% | +5.26% | +7.84% | +4.68% | +6.16% | +8.27% | +7.46% | +8.61% | +10.79% | +10.76% | +9.95% | +12.55% | +12.51% | +12.29% | +9.41% | +8.80% | +14.18% | +19.76% |
Earnings Call
You can ask Aime
What were the key takeaways from Simon Property Group's earnings call?What does Simon Property Group do and what are its main business segments?What guidance did Simon Property Group's management provide for the next earnings period?What is the market's earnings forecast for Simon Property Group next quarter?What factors drove the changes in Simon Property Group's revenue and profit?What were the key takeaways from Simon Property Group’s earnings call?What is Simon Property Group's gross profit margin?Did Simon Property Group beat or miss consensus estimates last quarter?
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