SL Green Realty

SL Green Realty (SLG) Q3 2025 Earnings

Reported Oct 16, 2025 at 1:44 PM ET · SEC Source

Q3 25 EPS

$0.34

BEAT +113,433.33%

Est. $0.00

Q3 25 Revenue

$244.8M

BEAT +40.26%

Est. $174.6M

vs S&P Since Q3 25

-21.4%

TRAILING MARKET

SLG -7.7% vs S&P +13.6%

Market Reaction

Did SLG Beat Earnings? Q3 2025 Results

SL Green Realty delivered a standout third quarter, swinging to a GAAP net income of $24.87 million from a year-ago loss of $13.28 million as the Manhattan office landlord posted earnings per share of $0.34 against a consensus estimate near zero, whi… Read more SL Green Realty delivered a standout third quarter, swinging to a GAAP net income of $24.87 million from a year-ago loss of $13.28 million as the Manhattan office landlord posted earnings per share of $0.34 against a consensus estimate near zero, while revenue climbed 14.3% year-over-year to $244.82 million, beating the $174.55 million estimate by 40.26%. The most consequential driver behind the results was a $57.20 million net gain on discounted debt extinguishment at 1552-1560 Broadway, where roughly $219.50 million in total debt claims were retired for just $63.00 million, materially boosting the bottom line. On the operational side, Manhattan same-store office occupancy improved to 92.4%, and the company expects that figure to reach 93.2% by year-end, supported by robust leasing activity totaling nearly 658,000 square feet across 52 leases. Scotiabank maintained its Buy rating on the stock following the print, reflecting broader analyst confidence in the company's trajectory as it also moves toward two pending acquisitions totaling $890.00 million expected to close in coming quarters.

Key Takeaways

  • Rental revenue increased to $149.7 million from $139.6 million year-over-year
  • Net gain on discounted debt extinguishment of $57.2 million at 1552-1560 Broadway
  • Sale of 5% interest in One Vanderbilt at $4.7 billion gross asset valuation generating $86.6 million in proceeds
  • Manhattan same-store office occupancy increased to 92.4% from 91.5% prior quarter
  • 52 Manhattan office leases signed totaling 657,942 square feet in Q3 2025
  • Special servicing business grew by $1.6 billion in active assignments to $7.7 billion total
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SLG YoY Financials

Q3 2025 vs Q3 2024, source: SEC Filings

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SLG Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26