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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Kimco Realty (KIM) is 7/10.
Kimco Realty delivered Q1 2026 FFO of $0.46 per share, up 4.5%, as guidance was tightened higher to $1.81-$1.84 on a strong start. The record SNO pipeline reached $77 million, and the RPT portfolio occupancy surpassed legacy Kimco levels. Credit loss reached its best levels in years, and record new lease rents demonstrated continued spread expansion. Same-property NOI grew 1.7%, and the capital recycling program was building momentum. Geopolitical uncertainty tested portfolio resilience but fundamentals remained healthy.
Scored from Kimco Realty’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $525M | +16.3% | $0.23 | +9.5% | 31.7% | 31.6% | $129M |
| FY2025 Q1 | $537M | +6.5% | $0.18 | +716.4% | 33.6% | 24.8% | $172M |
| FY2025 Q2 | $525M | +5.0% | $0.23 | +35.3% | 39.2% | 31.0% | $219M |
| FY2025 Q3 | $536M | +5.6% | $0.20 | +5.3% | 34.9% | 25.6% | $239M |
| FY2025 Q4 | $542M | +3.2% | $0.22 | -4.3% | 33.0% | 27.9% | $143M |
| FY2026 Q1 | $558M | +4.0% | $0.23 | +27.8% | 37.2% | 29.6% | $243M |
| FY2026 Q2 | $551M | +4.9% | $0.24 | +4.3% | 37.9% | 27.8% | $233M |