Federal Realty Investment Trust · FRT · Next earnings

Federal Realty Investment Trust reports Thursday, Feb 11, 2027

FRT reports session not yet known with consensus EPS at $0.74 and revenue at $349.9M. Last quarter: Federal Realty raises 2026 FFO outlook as leasing stays strong

Reports Session not yet known99 days awayDate unknown Real Estate

What the street expects

Consensus for the coming report
Consensus EPS $0.74 Calendar consensus
Consensus revenue $349.9M Calendar consensus
Report date Feb 11, 2027 Thursday, date unknown
Session Session not yet known 99 days away

Where FRT left off: FY2026 Q3

Full report

Federal Realty raises 2026 FFO outlook as leasing stays strong

EPS surprise +3.9% Reported $0.74 vs $0.71
Revenue surprise +0.7% Reported $339.0M vs $336.6M
Stock move -1.1% Event window
Subsequent drift 0.0% Up to 20 sessions

Raised: 2026 Core FFO guidance moved to $7.54-$7.58 per share.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Higher interest rates could increase financing costs.
  • Consumer spending could slow despite the portfolio's affluent demographics.
  • The timing and execution of planned 2027 asset disposals remain uncertain.
  • Higher G&A expenses may accompany business-development expansion.
  • Retail-sector cyclicality remains a risk.

Questions analysts left open

  • Going-in cap rate and yield on The Summit acquisition.
  • Impact of rising rates on future financing and 2027 refinancing plans.
  • Growth and pricing of ancillary income streams.
  • Performance of recent California acquisitions, including Grossmont and Del Monte.
  • Expense recovery trends and occupancy-driven rent recoveries.

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Recent FRT quarters

All FRT earnings
-1.1%FY2026 Q30.0%FY2026 Q2+4.0%FY2026 Q1+0.0%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.