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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Mobile Infrastructure
Mobile Infrastructure (BEEP) investor relations material
Mobile Infrastructure Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary10 Nov, 2026
Executive summary
Strongest operating quarter of 2026: same-location revenue rose 12.8% and same-location NOI grew 18.4% YoY; utilization and RevPAS reached record levels.
Growth was volume-led, with contract and transient demand contributing to higher revenue and utilization; strategy emphasizes utilization and recurring contracts before broader rate increases as assets stabilize.
Financial highlights
Q3 total revenue was $9.6M, up 5.5% YoY; same-location revenue was $9.583M, up 12.8%.
Q3 same-location NOI was $6.254M versus $5.284M, up 18.4%; 9M same-location NOI was $16.533M, up 11.9%.
Q3 Adjusted EBITDA was $4.766M versus $3.868M; 9M Adjusted EBITDA was $11.814M versus $10.463M.
Q3 net loss was $2.550M versus $6.428M; prior-year Q3 included a $2.5M non-cash real estate impairment.
9M revenue was $26.4M versus $26.3M; 9M net loss was $13.577M versus $15.423M.
Outlook and guidance
FY2026 revenue guidance of $35M-$38M was reaffirmed, with revenue expected at the low end; NOI guidance is $21.5M-$23M and Adjusted EBITDA guidance is $15M-$16.5M.
Guidance midpoints imply 7% YoY NOI growth and 10% same-location growth; Adjusted EBITDA growth of 10% and 13%, respectively.
Guidance assumes contract growth, venue reopenings, portfolio recovery and technology and pricing-optimization benefits; excludes future asset sales and acquisitions.
Broad rate expansion is expected from 2H 2027 into 2028 as utilization stabilizes; portfolio rate-band increases are considered around 80%-90% utilization.
Substantially all remaining leased properties are planned for conversion to management contracts by end-2027; contracted leased stalls decline from 1,389 in Q3 2026 to 354 in Q3 2027.
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Latest events from Mobile Infrastructure
- Same-location NOI rose 12%, contract volumes up 12%, and growth guidance reaffirmed.BEEP
Q2 2026 - All proposals passed, electing directors and approving auditor and incentive plan.BEEPAGM 2026
- Registering resale of 37.6M shares and 2.55M warrants, with high insider ownership and REIT potential.BEEPRegistration filing
- 2024 saw strategic asset shifts, enhanced governance, and a focus on long-term shareholder value.BEEPProxy filing
- Vote on director elections and auditor ratification at the June 2025 virtual annual meeting.BEEPProxy filing
- Auditor changed to Grant Thornton; auditor ratification proposal withdrawn for annual meeting.BEEPProxy filing
- Shareholders to vote on board, auditor, and expanded incentive plan amid ongoing operational transformation.BEEPProxy filing
- Key votes include director elections, auditor ratification, and incentive plan approval.BEEPProxy filing
- Q3 saw stable utilization, lower revenue, and ABS refinancing to support future growth.BEEPQ3 2025
Next Mobile Infrastructure earnings date
Q4 20261 Mar, 2027
Mobile Infrastructure
Next Mobile Infrastructure earnings date
Q4 20261 Mar, 2027
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Frequently asked questions
Mobile Infrastructure Corporation is a Maryland-based company specializing in the acquisition, ownership, and leasing of parking facilities across the United States. The company's portfolio includes parking garages, surface lots, and other related infrastructure, primarily situated in the top 50 U.S. Metropolitan Statistical Areas. These properties are strategically located near key demand drivers such as commercial centers, event venues, government institutions, hospitality areas, and multifamily residential districts. The company is headquartered in Cincinnati, Ohio, and its shares are listed on the NYSE.