Stag Industrial Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $0.240 |
| EPS actual | $0.650 |
| EPS Surprise | 170.83% |
| Revenue estimate | 221.515M |
| Revenue actual | 223.848M |
| Revenue Surprise | 1.05% |
| Release date | Feb 11, 2026 |
| EPS estimate | $0.240 |
| EPS actual | $0.660 |
| EPS Surprise | 175.00% |
| Revenue estimate | 212.932M |
| Revenue actual | 220.214M |
| Revenue Surprise | 3.42% |
| Release date | Oct 29, 2025 |
| EPS estimate | $0.630 |
| EPS actual | $0.650 |
| EPS Surprise | 3.17% |
| Revenue estimate | 214.193M |
| Revenue actual | 211.121M |
| Revenue Surprise | -1.43% |
| Release date | Jul 29, 2025 |
| EPS estimate | $0.630 |
| EPS actual | $0.630 |
| Revenue estimate | 211.459M |
| Revenue actual | 207.593M |
| Revenue Surprise | -1.83% |
Last 4 Quarters for Stag Industrial
Below you can see how STAG 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 | Jul 29, 2025 |
| Price on release | $35.76 |
| EPS estimate | $0.630 |
| EPS actual | $0.630 |
| Date | Price |
|---|---|
| Jul 23, 2025 | $36.32 |
| Jul 24, 2025 | $35.56 |
| Jul 25, 2025 | $35.64 |
| Jul 28, 2025 | $34.76 |
| Jul 29, 2025 | $35.76 |
| Jul 30, 2025 | $34.93 |
| Jul 31, 2025 | $34.33 |
| Aug 01, 2025 | $34.39 |
| Aug 04, 2025 | $34.87 |
| 4 days before | -1.54% |
| 4 days after | -2.49% |
| On release day | -2.32% |
| Change in period | -3.99% |
| Release date | Oct 29, 2025 |
| Price on release | $37.64 |
| EPS estimate | $0.630 |
| EPS actual | $0.650 |
| EPS surprise | 3.17% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $38.64 |
| Oct 24, 2025 | $38.63 |
| Oct 27, 2025 | $38.54 |
| Oct 28, 2025 | $38.12 |
| Oct 29, 2025 | $37.64 |
| Oct 30, 2025 | $38.54 |
| Oct 31, 2025 | $38.27 |
| Nov 03, 2025 | $38.55 |
| Nov 04, 2025 | $38.56 |
| 4 days before | -2.59% |
| 4 days after | 2.44% |
| On release day | 2.39% |
| Change in period | -0.207% |
| Release date | Feb 11, 2026 |
| Price on release | $39.23 |
| EPS estimate | $0.240 |
| EPS actual | $0.660 |
| EPS surprise | 175.00% |
| Date | Price |
|---|---|
| Feb 05, 2026 | $39.40 |
| Feb 06, 2026 | $39.31 |
| Feb 09, 2026 | $39.16 |
| Feb 10, 2026 | $39.43 |
| Feb 11, 2026 | $39.23 |
| Feb 12, 2026 | $37.28 |
| Feb 13, 2026 | $38.06 |
| Feb 17, 2026 | $38.38 |
| Feb 18, 2026 | $38.20 |
| 4 days before | -0.431% |
| 4 days after | -2.63% |
| On release day | -4.97% |
| Change in period | -3.05% |
| Release date | Apr 28, 2026 |
| Price on release | $39.56 |
| EPS estimate | $0.240 |
| EPS actual | $0.650 |
| EPS surprise | 170.83% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $38.89 |
| Apr 23, 2026 | $39.28 |
| Apr 24, 2026 | $38.86 |
| Apr 27, 2026 | $39.48 |
| Apr 28, 2026 | $39.56 |
| Apr 29, 2026 | $38.09 |
| Apr 30, 2026 | $38.58 |
| May 01, 2026 | $38.58 |
| May 04, 2026 | $37.76 |
| 4 days before | 1.72% |
| 4 days after | -4.55% |
| On release day | -3.72% |
| Change in period | -2.91% |
Stag Industrial Earnings Call Transcript Summary of Q1 2026
STAG Industrial reported a strong start to 2026 with robust leasing activity and improving market fundamentals. Leasing velocity was high (a Q1 record 37 leases covering ~6.0M sq. ft.), same-store cash NOI rose 4.1%, and core FFO per share was $0.65 (+6.6% YoY). Management highlighted a new, durable demand stream from data center–related tenants (8 leases, ~1.6M sq. ft.), limited new speculative supply (≈40% of new supply is build-to-suit), and an active acquisition/development pipeline ($3.9B pipeline; notable acquisition: 750K sq. ft. building in Platte City, MO). Balance sheet metrics remain conservative (net debt to annualized run-rate adjusted EBITDA ~5, liquidity $806M), and guidance for 2026 was maintained, with management expecting market vacancy to peak soon and an inflection in the back half of 2026.
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