Stock Market Live July 2, 2026: S&P 500 (SPY) Flat with New Jobs Data
Q3 25 EPS
$0.79
BEAT +1.14%
Est. $0.78
Q3 25 Revenue
$182.3M
BEAT +0.06%
Est. $182.2M
vs S&P Since Q3 25
+4.1%
BEATING MARKET
EPR +14.0% vs S&P +10.0%
Market Reaction
Did EPR Beat Earnings? Q3 2025 Results
EPR Properties posted a clean beat to open its third quarter of 2025, with earnings per diluted share of $0.79 edging past the $0.78 consensus by 1.14% and revenue of $182.31 million topping estimates by 0.06% on 11.8% year-over-year growth. The prim… Read more EPR Properties posted a clean beat to open its third quarter of 2025, with earnings per diluted share of $0.79 edging past the $0.78 consensus by 1.14% and revenue of $182.31 million topping estimates by 0.06% on 11.8% year-over-year growth. The primary catalyst behind the quarter's strength was a 49.1% surge in net income available to common shareholders to $60.55 million, aided by gains on real estate sales and the absence of prior-year joint venture impairment charges that had weighed on results twelve months earlier. FFOAA per diluted share climbed 5.4% to $1.37, while the portfolio held firm at 99% leased or operated across roughly $6.92 billion in total investments. Management's confidence in the trajectory was underscored by a tightened full-year FFOAA guidance range of $5.05 to $5.13 per diluted share, a 4.5% increase at the midpoint over 2024, alongside plans to materially accelerate investment spending in 2026, with a strong liquidity position and no debt maturities scheduled until August 2026.
Key Takeaways
- • Continued box office recovery with Q3 NABOG of $2.4B and 7 titles exceeding $100M
- • Strong portfolio occupancy at 99% leased or operated
- • Total portfolio coverage of 2.0x, above pre-COVID levels of 1.9x
- • Significant percentage rent increase from Regal Entertainment
- • Strong performance in Canadian attraction assets and Enchanted Forest Water Safari
- • Iron Mountain Hot Springs strong performance driving $18.25M accordion financing
- • Revenue increases in ski portfolio over summer
- • Expansion at Jellystone Kozy Rest RV Resort drove experiential lodging gains
- • Eat & play portfolio coverage strong and above pre-COVID
EPR YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
“We delivered solid third quarter results and are pleased to increase FFOAA per diluted common share earnings guidance for the year, demonstrating our continued momentum. We remain encouraged by the stability of our portfolio and the ongoing strength of the box office.”
— Greg Silvers, Q3 2025 Earnings Press Release
EPR Earnings Trends
EPR vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
EPR EPS Trend
Earnings per share: estimate vs actual
EPR Revenue Trend
Quarterly revenue: estimate vs actual
EPR Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.68 | $1.26 | +84.62% | $181.3M | +0.73% |
| Q4 25 BEAT FY | $0.72 | $0.79 | +9.49% | $183.0M | +0.55% |
| FY Full Year | $3.14 | $3.28 | +4.35% | $718.4M | +0.23% |
| Q3 25 BEAT | $0.78 | $0.79 | +1.14% | $182.3M | +0.06% |
| Q2 25 BEAT | $0.69 | $0.91 | +31.50% | $178.1M | +0.88% |
| Q1 25 BEAT | $0.62 | $0.78 | +24.92% | $175.0M | +6.61% |