Alexandria Real Estate’s Q2 revenue beats estimates despite EPS loss

Published 21/07/2025, 21:24
Alexandria Real Estate’s Q2 revenue beats estimates despite EPS loss

Investing.com -- Alexandria Real Estate Equities , Inc. (NYSE:ARE) reported second quarter revenue that exceeded analyst expectations, despite posting a significant loss per share. The real estate investment trust specializing in life science properties announced Q2 revenue of $762 million, surpassing the consensus estimate of $745.29 million, while reporting a loss of $0.64 per share, falling well short of analysts’ expectations for a $0.59 profit.

The company’s quarterly revenue of $762 million represented a slight year-over-year decline of 0.6% from $766.7 million in the second quarter of 2024. Alexandria’s shares remained flat following the announcement, suggesting investors were weighing the revenue beat against the unexpected earnings loss.

The significant earnings miss was primarily driven by impairment charges on real estate totaling $129.6 million, or $0.76 per share, as well as impairment of non-real estate investments of $39.2 million, or $0.23 per share. The company also reported unrealized losses on non-real estate investments of $21.9 million.

"Our strong balance sheet with significant liquidity positions us well as we continue to execute on our 2025 capital recycling strategy," said Joel S. Marcus, Executive Chairman and Founder of Alexandria Real Estate Equities. "We’ve made significant progress on leasing temporary vacancies, with 1.7% of our portfolio now leased and expected to be occupied in the coming months."

Alexandria reported an occupancy rate of 90.8% for its operating properties in North America, with rental rate increases of 5.5% on lease renewals and re-leasing of space during the quarter. The company maintained its quarterly dividend at $1.32 per share, representing a 3.5% increase over the twelve months ended June 30, 2024.

The REIT continues to advance its development pipeline, placing 217,774 square feet of space into service during Q2 that is 90% occupied across three submarkets, delivering incremental annual net operating income of $15 million. Alexandria expects to generate an additional $139 million in incremental annual net operating income from projects anticipated to deliver by Q4 2026.

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