STAG Industrial, Inc. Q3 2025 Earnings Recap

STAG Q3 2025 October 31, 2025

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STAG Industrial delivered strong third-quarter results, with core FFO growth of 8.3% year-over-year and an optimistic outlook for leasing in the coming years.

Earnings Per Share Beat

$0.65 vs $0.63 est.

+3.2% surprise

Revenue Miss

211121000 vs 214193000 est.

-1.4% surprise

Market Reaction

1-Day -0.7%

5-Day +0.05%

30-Day +1.01%

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Key Takeaways

Core FFO per share increased to $0.65, exceeding guidance, with a revised full-year estimate of $2.52 to $2.54.
Leasing volume accelerated to 5.9 million square feet in Q3, contributing to cash leasing spreads of 27.2%.
Acquisition activity remains robust, with $101.5 million closed in Q3 and an additional $153 million under agreement.
Same-store cash NOI grew 3.9% for the quarter; total retention rates for the year improved to 78%.
Development pipeline strong, with three million square feet of projects and 88% leasing of completed developments.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit STAG on AllInvestView.

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