BXP, Inc. · BXP · Next earnings

BXP, Inc. reports Tuesday, Oct 27, 2026

BXP reports after market close with consensus EPS at $0.52 and revenue at $886.5M. Last quarter: BXP Q1 2026: FFO Beats by 49% as AI-Driven Leasing Lifts Occupancy to 87.4%

Reports After market close37 days awayDate estimated Real Estate

What the street expects

Consensus for the coming report
Consensus EPS $0.52 Calendar consensus
Consensus revenue $886.5M Calendar consensus
Report date Oct 27, 2026 Tuesday, date estimated
Session After market close 37 days away

Where BXP left off: FY2026 Q1

Full report

BXP Q1 2026: FFO Beats by 49% as AI-Driven Leasing Lifts Occupancy to 87.4%

EPS surprise +48.8% Reported $0.64 vs $0.43
Revenue surprise +2.9% Reported $872.1M vs $847.2M
Stock move -2.6% Event window
Subsequent drift +5.3% Up to 20 sessions

Full-year 2026 FFO guidance raised from $6.88-$7.04 to $6.90-$7.04 per share, a $0.02 increase at the low end. Drivers cited include higher same-property NOI growth (~1.5-2%), lease-termination income, and reduced capitalized interest from the early 290 Binney delivery. Management targets occupancy of ~89% by year-end 2026, up from 87.4% at quarter-end. Capex outlook remains increasing.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Uncertainty around the durability of AI-driven demand and potential job displacement effects.
  • Higher leasing capex this quarter, with possible escalation if lease concessions rise.
  • Interest-rate volatility affecting net interest expense and financing costs.
  • Potential slowdown in office absorption if macroeconomic conditions weaken.

Questions analysts left open

  • Speed of lease execution and resulting tenant-improvement and capex requirements.
  • Sustainability of AI-driven leasing demand versus broader market trends.
  • Capital allocation mix between share buybacks, development, and debt reduction.
  • Impact of lease-termination income on NOI and FFO forecasts.
  • Timing and terms of the 343 Madison equity recapitalization.

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Recent BXP quarters

All BXP earnings
-2.6%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

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.