Simon Property Group, Inc. · SPG-PJ · Next earnings

Simon Property Group, Inc. reports Thursday, Nov 5, 2026

SPG-PJ reports after market close with consensus EPS at $1.69 and revenue at $1.63B. Last quarter: Simon Property Group Q2 2026: Revenue Beat, EPS Miss

Reports After market close0 days awayDate estimated Real Estate

What the street expects

Consensus for the coming report
Consensus EPS $1.69 Calendar consensus
Consensus revenue $1.63B Calendar consensus
Report date Nov 5, 2026 Thursday, date estimated
Session After market close 0 days away

Where SPG-PJ left off: FY2026 Q2

Full report

Simon Property Group Q2 2026: Revenue Beat, EPS Miss

EPS surprise -9.1% Reported $1.49 vs $1.64
Revenue surprise +3.0% Reported $1.66B vs $1.61B
Stock move — Event window
Subsequent drift — Up to 20 sessions

Current-quarter guidance change is not available in the supplied analysis. The prior-quarter analysis recorded raised full-year 2026 real estate FFO guidance.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Tenant pricing power and lease-spread durability.
  • Occupancy and consumer-spending sensitivity.
  • Interest expense, refinancing, construction costs, and permitting.

Questions analysts left open

  • The supplied prior-quarter analysis flagged tenant pricing power and lease-spread dynamics.
  • The supplied prior-quarter analysis flagged occupancy durability beyond the roughly 96% baseline.
  • The supplied prior-quarter analysis flagged refinancing and interest-rate exposure.

Ask FN2 about SPG-PJ next report

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

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

Get the SPG-PJ 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 SPG-PJ quarters

All SPG-PJ earnings
—FY2026 Q2—FY2026 Q1—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 Q2

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.