Simon Property Group, Inc. · SPG · Next earnings

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

SPG reports after market close with consensus EPS at $1.69 and revenue at $1.63B. Last quarter: Simon Property Group: Revenue Beat, EPS Miss; Current Read Is Incomplete

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 left off: FY2026 Q2

Full report

Simon Property Group: Revenue Beat, EPS Miss; Current Read Is Incomplete

EPS surprise -9.1% Reported $1.49 vs $1.64
Revenue surprise +3.0% Reported $1.66B vs $1.61B
Stock move -0.5% Event window
Subsequent drift -6.8% Up to 20 sessions

Current-quarter guidance change is not available in the supplied analysis; the prior quarter’s guidance sentiment was raised.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Higher interest expense and lower interest income
  • Construction-cost volatility and permitting timelines
  • A slowdown in consumer spending or tourism affecting retailer sales
  • Execution risk across acquisitions and the development pipeline

Questions analysts left open

  • Pricing power and leverage over tenants
  • Interest-rate conditions and refinancing costs
  • Whether occupancy can improve beyond the prior quarter’s approximately 96% level
  • Execution and operating impact of the Taubman acquisition

Ask FN2 about SPG next report

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Recent SPG quarters

All SPG earnings
-0.5%FY2026 Q2+2.3%FY2026 Q1-0.9%FY2025 Q4+3.4%FY2025 Q3

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.