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Alexandria Real Estate Equities (ARE)
NYSE:ARE
Earnings Data
Report Date
Jul 28, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.58Last Year’s EPS
0.25Same Quarter Last Year
Based on 7 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 28, 2025
|% Change Since: -5.37%
|Next Earnings Date:Jul 28, 2025
Earnings Call Sentiment|Neutral
Alexandria demonstrated resilience in Q1 2025 with strong leasing activity and financial performance, supported by a robust tenant base and mega campus strategy. However, challenges including occupancy decline, reduced guidance, and broader sectoral concerns due to macroeconomic uncertainties create a balanced outlook.Company Guidance
In the first quarter of 2025, Alexandria Real Estate Equities provided detailed guidance illustrating strong performance metrics and strategic initiatives. The company reported almost 40 million rentable square feet across 25 mega campuses, with 75% of annual rental revenues derived from these clusters. Alexandria maintained a high credit rating, a 10% top-tier REIT balance sheet, and a dividend payout ratio of 57%. They achieved a 99% rent collection rate and saw a leasing volume of over one million square feet for the fifth consecutive quarter. Their development pipeline for 2025 and 2026 is 75% leased, with a weighted average lease term of 9.6 years from their top 20 tenants. Despite macroeconomic concerns, Alexandria continues to lead in life science real estate, focusing on innovation, a robust tenant base with 750 clients, and a disciplined asset recycling program.Strong Portfolio and Tenant Base
Alexandria reported that 75% of their annual rental revenue originates from their mega campus strategy, with a client base of over 750 tenants, 89% of which contributed to their first quarter leasing. They have an average lease duration of 9.6 years with their top 20 tenants and collected 99% of tenant rents and receivables in Q1.
Resilient Financial Performance
Total revenues increased by 4% and adjusted EBITDA grew by 5% compared to Q1 '24. The company maintained a strong adjusted EBITDA margin of 71% for the quarter, which is the third highest since 2019.
Successful Leasing and Revenue Growth
Alexandria executed over one million square feet of leasing for the fifth consecutive quarter, achieving a rental rate increase of 18.5% on renewed and released space and a weighted average lease term of 10.1 years.
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ARE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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ARE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 28, 2025 | $76.98 | $72.57 | -5.73% |
Oct 21, 2024 | $116.28 | $114.77 | -1.30% |
Jul 22, 2024 | $121.11 | $116.85 | -3.52% |
Apr 22, 2024 | $112.84 | $113.72 | +0.78% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Alexandria Real Estate Equities (ARE) report earnings?
Alexandria Real Estate Equities (ARE) is schdueled to report earning on Jul 28, 2025, TBA Not Confirmed.
What is Alexandria Real Estate Equities (ARE) earnings time?
Alexandria Real Estate Equities (ARE) earnings time is at Jul 28, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ARE EPS forecast?
ARE EPS forecast for the fiscal quarter 2025 (Q2) is 0.58.
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