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Klépierre SA Earnings Calls
| Release date | Feb 19, 2026 |
| EPS estimate | $1.64 |
| EPS actual | $1.64 |
| Revenue estimate | 761.941M |
| Revenue actual | 745.344M |
| Revenue Surprise | -2.18% |
| Release date | Jul 30, 2025 |
| EPS estimate | $1.57 |
| EPS actual | $2.54 |
| EPS Surprise | 61.78% |
| Revenue estimate | 750.057M |
| Revenue actual | 1.026B |
| Revenue Surprise | 36.79% |
| Release date | Jul 29, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
| Release date | Feb 11, 2025 |
| EPS estimate | $1.31 |
| EPS actual | $2.03 |
| EPS Surprise | 54.96% |
| Revenue estimate | 620.997M |
| Revenue actual | 690.465M |
| Revenue Surprise | 11.19% |
Last 4 Quarters for Klépierre SA
Below you can see how KLPEF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 11, 2025 |
| Price on release | $29.69 |
| EPS estimate | $1.31 |
| EPS actual | $2.03 |
| EPS surprise | 54.96% |
| Date | Price |
|---|---|
| Feb 05, 2025 | $29.81 |
| Feb 06, 2025 | $29.70 |
| Feb 07, 2025 | $29.69 |
| Feb 10, 2025 | $29.69 |
| Feb 11, 2025 | $29.69 |
| Feb 12, 2025 | $29.69 |
| Feb 13, 2025 | $29.69 |
| Feb 14, 2025 | $29.69 |
| Feb 18, 2025 | $29.69 |
| 4 days before | -0.403% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | -0.403% |
| Release date | Jul 29, 2025 |
| Price on release | $38.90 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| Jul 23, 2025 | $38.33 |
| Jul 24, 2025 | $39.05 |
| Jul 25, 2025 | $38.90 |
| Jul 28, 2025 | $38.90 |
| Jul 29, 2025 | $38.90 |
| Jul 30, 2025 | $39.30 |
| Jul 31, 2025 | $37.41 |
| Aug 01, 2025 | $37.41 |
| Aug 04, 2025 | $39.50 |
| 4 days before | 1.49% |
| 4 days after | 1.54% |
| On release day | 1.03% |
| Change in period | 3.05% |
| Release date | Jul 30, 2025 |
| Price on release | $39.30 |
| EPS estimate | $1.57 |
| EPS actual | $2.54 |
| EPS surprise | 61.78% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $39.05 |
| Jul 25, 2025 | $38.90 |
| Jul 28, 2025 | $38.90 |
| Jul 29, 2025 | $38.90 |
| Jul 30, 2025 | $39.30 |
| Jul 31, 2025 | $37.41 |
| Aug 01, 2025 | $37.41 |
| Aug 04, 2025 | $39.50 |
| Aug 05, 2025 | $40.00 |
| 4 days before | 0.640% |
| 4 days after | 1.78% |
| On release day | -4.81% |
| Change in period | 2.43% |
| Release date | Feb 19, 2026 |
| Price on release | $40.40 |
| EPS estimate | $1.64 |
| EPS actual | $1.64 |
| Date | Price |
|---|---|
| Feb 12, 2026 | $38.19 |
| Feb 13, 2026 | $38.19 |
| Feb 17, 2026 | $40.40 |
| Feb 18, 2026 | $40.40 |
| Feb 19, 2026 | $40.40 |
| Feb 20, 2026 | $40.40 |
| Feb 23, 2026 | $40.40 |
| Feb 24, 2026 | $40.40 |
| Feb 25, 2026 | $40.40 |
| 4 days before | 5.79% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | 5.79% |
Klépierre SA Earnings Call Transcript Summary of Q4 2025
Klépierre delivered a strong 2025 driven by robust retailer demand, operational leverage and disciplined balance-sheet management. Key 2025 metrics: net rental income +5.1% to €1.120bn (like-for-like NRI +4.5%), net current cash flow per share €2.72 (+5% y/y; above guidance), EBITDA margin 87.3% (up 50bps), occupancy 97.1%, rental uplift on renewals/relettings 4.6%, mall income +12.1%, and NAV per share €35.9 (NAV +9% year). The company proposes a €1.90 cash dividend for 2025 (≈6% spot yield). Strategic highlights: focus on a concentrated portfolio (top 70 malls = 95% of value), ongoing rotation of non-core assets (c.€1bn remaining, sold steadily), organic growth levers (rental reversion, extensions, mall income including specialty leasing and retail media), and selective accretive acquisitions (recent examples delivered high value creation). Financial position: low leverage (net debt/EBITDA 6.7x), A-range rating, secured >€1bn of long-term financing at a blended cost ~3.3% and average maturity 8.5 years, and guidance for 2026 of at least €1.13bn EBITDA and ≥€2.75 net current cash flow per share. Management emphasizes discipline in capital allocation, high conviction in organic growth and extensions, and limited appetite to overpay in competitive M&A.
