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Macerich Company (MAC)
:MAC
Earnings Data
Report Date
Feb 05, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.02Last Year’s EPS
-0.89Same Quarter Last Year
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Macerich demonstrated strong leasing activity and sales growth, alongside significant progress in their Path Forward plan. However, challenges such as the impact of Forever 21's liquidation and a maturing loan in technical default slightly tempered the positive momentum.Company Guidance
Significant Increase in Leasing Activity
During the third quarter, Macerich signed 1.5 million square feet of new and renewal leases, marking an 87% increase from Q3 2024. Year-to-date, signed leases in 2025 reached 5.4 million square feet, an 86% increase compared to the same period in 2024.
Portfolio Sales and Occupancy Growth
Portfolio sales at the end of the third quarter were $867 per square foot, up almost 4% compared to the same period in 2024. Occupancy at the end of the third quarter was 93.4%, up 140 basis points from last quarter.
Progress on Path Forward Plan
Macerich has made substantial progress on the Path Forward plan, including reducing leverage to 7.76x net debt to EBITDA and achieving $1.2 billion in mall dispositions towards the $2 billion target.
Successful Acquisition of Crabtree Mall
Macerich acquired Crabtree Mall, expecting it to be a very compelling investment. The SNO pipeline grew from $87 million in August to $99 million as of today, putting the company on pace to meet or exceed the $100 million target by year-end.
Positive Trailing 12-Month Leasing Spreads
Trailing 12-month leasing spreads as of September 30, 2025, remained positive at 5.9%, representing 16 consecutive quarters of positive leasing spreads.
MAC 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
MAC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 04, 2025 | $17.70 | $17.67 | -0.17% |
Aug 11, 2025 | $16.51 | $17.27 | +4.60% |
May 12, 2025 | $14.69 | $16.22 | +10.42% |
Feb 27, 2025 | $19.54 | $17.79 | -8.96% |
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.
FAQ
When does Macerich Company (MAC) report earnings?
Macerich Company (MAC) is schdueled to report earning on Feb 05, 2026, After Close (Confirmed).
What is Macerich Company (MAC) earnings time?
Macerich Company (MAC) earnings time is at Feb 05, 2026, After Close (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 MAC EPS forecast?
MAC EPS forecast for the fiscal quarter 2025 (Q4) is 0.02.