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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.
Montea
Montea (MONT) investor relations material
Montea Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary30 Oct, 2026
Executive summary
Entry into Italy as a fifth core market via a €344m acquisition of 10 logistics assets in Italy and Germany, alongside an exclusive Italian development partnership with WLP through 2030.
The €383m total transaction adds 310,000 m², €20m of annual rent and a 16-year WALT, and increases the WLP X JV stake to 49%.
9M EPRA EPS rose 7% YoY to €3.88; occupancy was 99.4% and like-for-like rental growth was 3.2%.
Financial highlights
9M net rental income rose 9% YoY to €112.9m; EPRA earnings increased 9% to €90.3m and EPRA EPS rose 7% to €3.88.
EPRA NTA was €81.92/share, up 4% YoY; standing portfolio value was €3.3bn and occupancy 99.4% at 30 September 2026.
Like-for-like rental growth was 3.2%; 295,000 m² was leased or renewed in 9M, including 185,000 m² of existing leases renegotiated at an 11% average rental uplift.
IFRS net result was €132.2m versus €114.9m; €21.5m of fair-value gains on financial instruments contributed, while portfolio result was €20.3m.
Outlook and guidance
2026 EPRA EPS guidance reaffirmed at €5.15 underlying, or €5.23 including €0.08 of FBI recognition; like-for-like rental growth is expected to be at least 2.5%.
2026 dividend guidance is €4.13/share underlying, or €4.19 including €0.06 of FBI recognition.
2027 EPRA EPS guidance is €5.60, up 9% underlying versus 2026; targets include at least 2.5% like-for-like rental growth and €150m investment volume.
Track27 investment ambition was exceeded ahead of schedule, with over €1.4bn secured; 2027 targets include at least 98% occupancy and a 90% operating margin.
Italian portfolio ambition is to at least double by 2030; development projects target a minimum average 7.5% yield on cost, with capital deployment at management’s discretion.
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Latest events from Montea
- 5% EPRA EPS growth, 99.4% occupancy, and 95% of Track27 plan secured support 7% EPS CAGR.MONT
Q2 2026 - EPRA EPS up 6% YoY, 88% of growth plan secured, and 99.6% occupancy maintained.MONTQ1 2026
- EPRA earnings up 18% y/y to €112.8m; portfolio value €3.2bn, 99.8% occupancy.MONTQ4 2025
- EPRA earnings up 22% y/y, high occupancy, and €235m invested drive strong 9M 2025 results.MONTQ3 2025
- EPRA earnings up 20% to €54M, portfolio at €3B, 99.7% occupancy, and 75% of growth plan secured.MONTQ2 2025
- EPRA earnings up 16% YoY, recurring EPS up 4%, and portfolio expands with strong occupancy.MONTQ3 2024
- EPRA earnings up 16% to €44.9M, 100% occupancy, and BBB+ Fitch rating achieved.MONTQ2 2024
- Q1 2025: 25% EPRA earnings growth, 9% EPS growth, €2.9bn portfolio, 99.9% occupancy.MONTQ1 2025
- Record portfolio growth, robust earnings, and 8% EPS growth guidance for 2025.MONTQ4 2024
Next Montea earnings date
Q4 202611 Feb, 2027
Montea
Next Montea earnings date
Q4 202611 Feb, 2027
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Frequently asked questions
Montea Comm. VA is a Belgium-based real estate investment company (REIT) focused on the development and management of logistics and industrial properties. The company specializes in acquiring, leasing, and managing warehouses, distribution centers, and other facilities that support supply chain operations. Montea operates across Belgium, the Netherlands, and France, catering to the needs of e-commerce, retail, and logistics industries. The company is headquartered in Aalst, Belgium, and its shares are listed on Euronext Brussels (EBR).