STAG Industrial Inc (NYSE:STAG) Reports Mixed Q2 2025 Earnings with Revenue Miss but Strong EPS Beat

STAG Industrial Inc (NYSE:STAG) reported its second-quarter 2025 earnings, delivering mixed results relative to analyst expectations. The industrial real estate investment trust posted revenue of $207.59 million, falling short of the consensus estimate of $210.81 million. However, earnings per share (EPS) came in at $0.63, significantly surpassing the projected $0.22.

Key Takeaways from Q2 2025 Earnings

• Revenue Miss: The company’s revenue of $207.59 million was approximately 1.5% below analyst expectations, reflecting potential challenges in leasing demand or occupancy rates.
• Strong EPS Beat: Despite the revenue shortfall, STAG Industrial’s EPS of $0.63 was nearly triple the estimated $0.22, indicating improved cost management, lower interest expenses, or gains from property sales.
• Market Reaction: Following the earnings release, the stock saw a modest after-hours gain of 0.67%, suggesting investors were more focused on the earnings beat than the revenue miss. Over the past month, shares have declined slightly by 1.4%, but the immediate post-earnings reaction indicates cautious optimism.

Forward-Looking Estimates

Analysts expect STAG Industrial to generate revenue of $214.75 million in Q3 2025, with an EPS estimate of $0.21. For the full year, sales are projected at $855.41 million, while revenue estimates stand at $1.16 billion. The company did not provide explicit guidance in the press release, leaving investors to rely on these consensus figures.

Press Release Highlights

The earnings announcement reiterated STAG Industrial’s focus on its single-tenant industrial property portfolio, which spans 590 buildings across 41 states. The company emphasized its disciplined acquisition strategy and operational efficiency, which may have contributed to the stronger-than-expected bottom-line performance.

For a deeper dive into STAG Industrial’s earnings history and future estimates, visit the earnings and estimates page.

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