Simon Property Group, Inc. · SPG · Next earnings

Simon Property Group, Inc. reports Monday, Nov 2, 2026

SPG reports after market close with consensus EPS at $1.68 and revenue at $1.63B. Last quarter: SPG Q1 2026: FFO Beats, Guidance Raised on Strong Leasing and Development Pipeline

Reports After market close43 days awayDate estimated Real Estate

What the street expects

Consensus for the coming report
Consensus EPS $1.68 Calendar consensus
Consensus revenue $1.63B Calendar consensus
Report date Nov 2, 2026 Monday, date estimated
Session After market close 43 days away

Where SPG left off: FY2026 Q1

Full report

SPG Q1 2026: FFO Beats, Guidance Raised on Strong Leasing and Development Pipeline

EPS surprise +1.4% Reported $1.48 vs $1.46
Revenue surprise +13.9% Reported $1.76B vs $1.54B
Stock move +2.3% Event window
Subsequent drift +3.5% Up to 20 sessions

Raised: Full-year 2026 real estate FFO guidance lifted from $13.00-$13.25 to $13.10-$13.25 per share. The quarterly dividend was increased 7% to $2.25 per share, signaling confidence in free cash flow generation.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Higher interest expense and lower interest income creating a modest earnings drag
  • Construction cost volatility and local permitting timelines could delay projects
  • Potential slowdown in consumer spending or tourism impacting retailer sales

Questions analysts left open

  • Extent of pricing power and leverage over tenants
  • Impact of the recent Taubman acquisition on operating metrics
  • Future interest-rate environment and refinancing costs
  • Potential for occupancy to improve beyond the current ~96% level

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Recent SPG quarters

All SPG earnings
+2.3%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.