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EastGroup Properties (EGP) investor relations material
EastGroup Properties Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary24 Oct, 2025
Executive summary
FFO per share rose to $2.27 for Q3 2025, up 6.6% year-over-year, and $6.64 for the nine months, a 7.3% increase, continuing a decade-long trend of annual FFO growth.
Net income attributable to common stockholders was $1.26 per diluted share for Q3 2025 and $3.60 for the nine months, both up year-over-year.
Portfolio occupancy averaged 95.7% for Q3 2025, with 96.7% leased at quarter-end; rental rates on new and renewal leases increased 35.9% in Q3 and 42.1% for the nine months.
Cash same-store NOI rose 6.9% for Q3 and 6.2% year-to-date; tenant retention rate increased to nearly 80%.
The company executed new and renewal leases on 6,997,000 square feet, representing 11.4% of the operating portfolio, and acquired 638,000 square feet of operating properties for $122M.
Financial highlights
Total revenues for the nine months ended September 30, 2025, were $533.9M, up from $476.2M year-over-year.
PNOI for the nine months was $389.7M, a 13.3% increase; Q3 PNOI was $134.4M, up from $119.0M in Q3 2024.
Interest expense decreased to $7.7M in Q3 2025 and $23.4M for the nine months, reflecting lower average rates and debt repayments.
Depreciation and amortization expense increased to $54.1M in Q3 2025 and $159.7M for the nine months.
Cash and cash equivalents at period end were $3.0M, with $630.4M in immediate liquidity including credit facility availability.
Outlook and guidance
2025 FFO per share guidance is $8.94–$8.98, with EPS projected at $4.85–$4.89; same property NOI growth (cash basis) expected between 6.4% and 7.0%.
Fourth quarter FFO guidance set at $2.30–$2.34 per share; same-store occupancy for Q4 projected at 97%.
Development starts for 2025 reforecasted to $200M and 1.5 million square feet due to slower leasing pace.
Acquisitions expected at $170M; uncollectible rents expected to remain at 35–40 basis points of revenues.
Management expects current cash flow and credit facilities to be sufficient for operations, development, and acquisitions.
Reconcile lower 2025 development starts with market demand
Explain the Q3 occupancy dip vs. strong rent growth
Prioritize capital for land vs. operating acquisitions
Detail factors delaying large development leases
How will limited supply drive future rent growth?
At what interest rate would leverage increase?
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Next EastGroup Properties earnings date
Q4 20256 Feb, 2026
Next EastGroup Properties earnings date
Q4 20256 Feb, 2026
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Frequently asked questions
EastGroup Properties Inc is a real estate investment trust (REIT) that focuses on the development, acquisition, and operation of industrial properties. The company’s portfolio consists primarily of distribution-focused facilities located in major U.S. Sunbelt markets. It serves tenants involved in e-commerce, logistics, and light manufacturing. The company is headquartered in Jackson, Mississippi, and its shares are listed on the NYSE.
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