Alexandria Real Estate Equities, Inc. · ARE · Next earnings

Alexandria Real Estate Equities, Inc. reports Monday, Jan 25, 2027

ARE reports after market close with consensus EPS at $-0.02 and revenue at $638.1M. Last quarter: ARE leasing strengthened, but 2027 expirations remain a risk

Reports After market close81 days awayDate estimated Real Estate

What the street expects

Consensus for the coming report
Consensus EPS $-0.02 Calendar consensus
Consensus revenue $638.1M Calendar consensus
Report date Jan 25, 2027 Monday, date estimated
Session After market close 81 days away

Where ARE left off: FY2026 Q3

Full report

ARE leasing strengthened, but 2027 expirations remain a risk

EPS surprise -13401.8% Reported $-3.74 vs $-0.03
Revenue surprise +3.9% Reported $671.2M vs $646.3M
Stock move -5.9% Event window
Subsequent drift 0.0% Up to 20 sessions

Maintained. Year-end occupancy and 5.6–6.2x leverage guidance were reaffirmed.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Approximately 1.4 million square feet of 2027 lease expirations could reduce occupancy and increase downtime.
  • Tenant wind-downs may reduce cash flow, with management identifying a potential $30–35 million impact.
  • Further development impairments, disposition delays, higher concessions, or adverse cap-rate and financing conditions could weigh on results.

Questions analysts left open

  • The timing and structure of the Campus Point joint-venture waterfall and put mechanism.
  • The magnitude and timing of 2027 tenant wind-downs and related downtime.
  • The leverage impact of projected 2027 development spending and the accounting treatment of future partial-interest sales and joint ventures.

Ask FN2 about ARE next report

Transcript, numbers and history already loaded
What should I watch for in ARE's next earnings report?How did ARE guide last quarter, and is consensus above or below that?Give me the bull and bear case going into ARE earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the ARE recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent ARE quarters

All ARE earnings
-5.9%FY2026 Q3-7.8%FY2026 Q2-11.3%FY2026 Q1+1.7%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.