Earning Analysis
Welcome to our in-depth analysis of Alexandria Real Estate Equities Inc(ARE) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Alexandria Real Estate Equities Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q3 | 2025-10-27 | After Hours | 2.31 | 2.22 | -3.90 | 754.36M | 751.94M | -0.32 | -19.17 | -25.23 |
| FY2025Q2 | 2025-07-21 | After Hours | 2.29 | 2.33 | +1.75 | 752.25M | 762.04M | +1.30 | +3.09 | +5.01 |
| FY2025Q1 | 2025-04-28 | After Hours | 2.28 | 2.30 | +0.88 | 754.30M | 758.16M | +0.51 | -5.73 | -3.26 |
| FY2024Q4 | 2025-01-27 | After Hours | 2.39 | 2.39 | - | 776.98M | 788.95M | +1.54 | -4.76 | -7.37 |
| FY2024Q3 | 2024-10-21 | After Hours | 2.38 | 2.37 | -0.42 | 769.49M | 791.61M | +2.87 | -1.30 | -5.69 |
| FY2024Q2 | 2024-07-22 | - | 2.34 | 2.36 | +0.85 | 783.07M | 766.73M | -2.09 | +0.50 | -5.02 |
| FY2024Q1 | 2024-04-22 | - | 2.31 | 2.35 | +1.73 | 766.67M | 769.11M | +0.32 | +2.49 | +0.48 |
| FY2023Q4 | 2024-01-29 | - | 2.29 | 2.28 | -0.44 | 751.41M | 757.22M | +0.77 | +1.68 | -2.32 |
| FY2023Q3 | 2023-10-23 | - | 2.24 | 2.26 | +0.89 | 728.47M | 713.79M | -2.01 | -0.73 | -3.58 |
| - | 2023-07-24 | - | 2.20 | 2.24 | +1.82 | - | - | - | -0.10 | +2.66 |
ARE Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Alexandria Real Estate Equities Inc reported performance for FY2025Q3, announced on 2025-10-27. The company achieved an EPS of 2.22, compared to analyst estimates of 2.31 by -3.90% . Revenue for the quarter reached 751.94M compared to expectations of 754.36M by -0.32% .
The stock price reacted with a -19.17% one-day change and a -25.23% five-day change following the earnings release. These movements reflect market reaction in Alexandria Real Estate Equities Inc growth trajectory and strategic initiatives.
ARE Earnings Forecast
Looking ahead, Alexandria Real Estate Equities Inc(ARE) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 746.28M and an EPS of 0.25.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Downward by -0.34%, while EPS estimates have been Revise Downward by -599.19%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Upward by 0.15% . These revisions correlate with a -44.99% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Alexandria Real Estate Equities Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between ARE's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Downward
-0.34%
In Past 3 Month
EPS Estimates for FY2025
Revise Downward
-599.19%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Upward
+0.15%
In Past 3 Month
Stock Price
Go Down
-44.99%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:3.01B
--
EPS Estimate-Annual FY 2025:-1.84
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Stock Price46.59
ARE Revenue and EPS Performance: A Historical Perspective
Alexandria Real Estate Equities Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-10-27,After Hours):
EPS: 2.22 (Actual) vs.2.31 (Estimate) (-3.90%)
Revenue: 751.94M (Actual) vs. 754.36M (Estimate) (-0.32%)
Price Reaction: -19.17%(1-Day), -25.23%(5-Day)
FY2025Q2 (2025-07-21,After Hours):
EPS: 2.33 (Actual) vs.2.29 (Estimate) (1.75%)
Revenue: 762.04M (Actual) vs. 752.25M (Estimate) (1.30%)
Price Reaction: 3.09%(1-Day), 5.01%(5-Day)
FY2025Q1 (2025-04-28,After Hours):
EPS: 2.30 (Actual) vs.2.28 (Estimate) (0.88%)
Revenue: 758.16M (Actual) vs. 754.30M (Estimate) (0.51%)
Price Reaction: -5.73%(1-Day), -3.26%(5-Day)
Earnings Reaction
The chart below shows how ARE performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ARE sees a -2.12% change in stock price 10 days leading up to the earnings, and a -5.56% change 10 days following the report. On the earnings day itself, the stock moves by +0.46%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed -19.17% on the day following the earnings release and then changed by -30.32% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Alexandria Real Estate Equities Inc (ARE) Q3 2025 Earnings Call Summary
Neutral
2025-10-28
The earnings call presents a mixed picture: while there are positive elements like strong asset demand and a strategic focus on Megacampuses, concerns remain about regulatory impacts, market uncertainty, and unresolved asset impairments. The lack of immediate guidance for 2026 and the cautious approach towards dividends and buybacks indicate a conservative stance. These factors balance each other out, leading to a neutral sentiment.
Alexandria Real Estate Equities Inc (ARE) Q2 2025 Earnings Call Summary
Neutral
2025-07-22
The earnings call highlighted strong leasing activity and a healthy dividend payout, but reduced FFO guidance and same property NOI growth. Concerns in the Q&A about free rent trends, occupancy trajectory, and NIH funding issues add uncertainty. Despite optimistic long-term growth, the lack of clear guidance and specifics on key issues tempers positive sentiment, leading to a neutral rating.
Alexandria Real Estate Equities Inc (ARE) Q1 2025 Earnings Call Summary
Negative
2025-04-29
The earnings call reveals mixed financial performance with strong EBITDA growth but declining occupancy and NOI, raising concerns. The Q&A highlights uncertainties in leasing and potential risks in the biotech market. Despite a solid dividend yield and share buybacks, the cautious outlook and unclear guidance adjustments suggest potential challenges. These factors, combined with the lack of a new partnership announcement or strong guidance, lead to a negative sentiment prediction for the stock price.
Alexandria Real Estate Equities Inc (ARE) Q1 2025 Earnings Call Summary
Neutral
2025-04-29
The earnings call presents a mixed picture: solid financial performance with a 4% revenue increase and strong dividend yield, but concerns in the biotech sector and a slight occupancy decline. The Q&A reveals uncertainties, particularly in the biotech market and capital raising, with management's cautious tone. The company's strategic focus on innovation and solid liquidity position are positives, but the guidance reflects potential challenges. Given these factors, the stock price is likely to remain stable, with a neutral sentiment over the next two weeks.
Alexandria Real Estate Equities Inc (ARE) Q4 2024 Earnings Call Summary
Positive
2025-01-28
The earnings call indicates strong financial performance with an 8% increase in total revenues and 11.6% in adjusted EBITDA. The company maintains solid leasing activity and rental rate growth. The shareholder return plan is positive with consistent dividend growth and a substantial share buyback program. Despite some concerns from the Q&A, such as unclear management responses, the overall sentiment remains positive with optimistic guidance and strong leasing trends. The positive factors outweigh the negatives, suggesting a likely stock price increase in the short term.
Alexandria Real Estate Equities, Inc. (ARE) Q3 2024 Earnings Call Summary
Positive
2024-10-22
The earnings call summary indicates strong financial performance with revenue and NOI growth, a high occupancy rate, and solid tenant relationships. The Q&A section reveals disciplined asset sales and a focus on portfolio quality, with a commitment to using capital for development and debt reduction. Despite some management vagueness, the overall outlook is positive, supported by the high-quality assets and stable demand. These factors suggest a likely stock price increase of 2% to 8% over the next two weeks.
Alexandria Real Estate Equities, Inc. (ARE) Q2 2024 Earnings Call Summary
Positive
2024-07-24
The earnings call summary indicates strong financial performance with revenue and NOI growth, solid rental rate increases, and a high collections rate. Despite challenges in leasing due to upcoming expirations, the company's conservative FFO payout ratio and liquidity position are favorable. The Q&A section highlights management's strategic adjustments and market demand resilience. The absence of a share repurchase program is a minor concern, but overall, the financial health and optimistic guidance suggest a positive sentiment for stock movement.
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FAQ
What were the key highlights of ARE’s latest earnings report for FY2025Q3?
How did ARE’s stock price react after the FY2025Q3 earnings release?
What are the revenue and EPS estimates for ARE for 2025/Q4?
How does ARE’s stock price correlate with earnings forecast revisions?
What should investors expect from ARE’s next earnings report?