CTO REALTY GROWTH INC (NYSE:CTO) Beats Q2 2025 Earnings Estimates and Reaffirms Full-Year Outlook

CTO REALTY GROWTH INC (NYSE:CTO) reported its second-quarter 2025 earnings, delivering a notable beat on both revenue and earnings per share (EPS) compared to analyst expectations. The company also reaffirmed its full-year outlook, signaling confidence in its operational performance despite mixed market reactions.

Earnings Performance vs. Estimates

• Revenue: Reported revenue for Q2 2025 came in at $37.64 million, surpassing analyst estimates of $36.79 million. This represents a 2.3% beat and reflects continued leasing strength.
• EPS: The company posted $0.47 per share, a significant improvement over the estimated loss of $0.26 per share. This positive swing suggests stronger-than-expected operational efficiency or one-time gains.
• Full-Year Estimates: Analysts project full-year 2025 revenue at $149.56 million, though the EPS estimate remains negative at -$1.75. The company’s reaffirmed outlook may indicate it expects to outperform these projections.

Market Reaction

Following the earnings release, CTO’s stock saw a modest decline of 1.08% in after-hours trading, which could reflect profit-taking or skepticism about sustainability despite the beat. Over the past month, shares have been relatively flat, with a 1.68% gain, suggesting a muted broader market reaction to the earnings report.

Key Takeaways from the Press Release

• Leasing Activity: The company signed 190,000 square feet of comparable leases with a 22% increase in cash rent spreads, indicating strong demand for its retail properties.
• Reaffirmed Outlook: Management maintained its 2025 guidance, reinforcing stability in its business model despite broader economic uncertainties.
• Portfolio Performance: CTO’s diversified portfolio, including retail properties like Carolina Pavilion and The Shops at Legacy, continues to perform well in higher-growth markets.

Looking Ahead

Analysts expect Q3 2025 revenue of $37.43 million with an estimated EPS loss of $0.25. The company’s ability to sustain leasing momentum and manage costs will be critical in meeting or exceeding these forecasts.

For more detailed earnings estimates and historical performance, view the full data here.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before making any decisions.