Loading
Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Floris Van Dijkum | Ladenburg Thalmann | 9 (0%) |
| Juan Sanabria | BMO Capital Markets | 7 (0%) |
| Michael Goldsmith | UBS | 7 (0%) |
| Todd Thomas | KeyBanc Capital Markets | 7 (0%) |
| Paulina Rojas | Green Street | 6 (0%) |
| Ron Kamdem | Morgan Stanley | 6 (0%) |
| Mike Mueller | JPMorgan | 6 (0%) |
| Michael Griffin | Evercore ISI | 5 (20%) |
| Craig Mailman | Citigroup | 5 (0%) |
| Samir Khanal | Bank of America | 5 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Ladenburg Thalmann | 1 | 9 (0%) |
| Wells Fargo | 3 | 9 (0%) |
| UBS | 1 | 7 (0%) |
| Citigroup | 2 |
| 7 (0%) |
| BMO Capital Markets | 1 | 7 (0%) |
| JPMorgan | 2 | 7 (0%) |
| Bank of America | 2 | 7 (0%) |
| KeyBanc Capital Markets | 1 | 7 (0%) |
Regency Centers delivered Q1 same-property NOI growth of 4.4% with 3.5% base rent growth, as leased occupancy approached 97% with an unusual Q1 sequential uptick. The in-process development pipeline exceeded $600 million with blended returns above 9%. Full-year guidance was maintained with minor positive adjustments, and record-low bond execution was achieved at the lowest credit spread in company history.
Demand | Revenue Growth | Capex Investment | M&A | Competitive Dynamics | Pricing | Capital Allocation | Credit | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 6 | 6 | 1 | 2 | 1 | 1 | |
| 2025Q1 | 8 | 2 | 2 | 5 | 1 | 2 | 2 | 2 |
| 2025Q2 | 5 | 6 | 3 | 6 | 4 | 2 | 4 | 1 |
| 2025Q3 | 7 | 6 | 4 | 2 | 4 | 3 | 2 | 2 |
| 2025Q4 | 6 | 3 | 7 | 3 | 3 | 4 | 2 | 1 |
| 2026Q1 | 5 | 5 | 4 | 2 | 1 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 3 | 8 | 5 | 7 | 6 | 5 |
| Revenue Growth | 6 | 2 | 6 | 6 | 3 | 5 |
| Capex Investment | 6 | 2 | 3 | 4 | 7 | 4 |
| M&A | 1 | 5 | 6 | 2 | 3 | |
| Competitive Dynamics | 2 | 1 | 4 | 4 | 3 | 2 |
| Pricing | 1 | 2 | 2 | 3 | 4 | 1 |
| Capital Allocation | 2 | 4 | 2 | 2 | 1 | |
| Credit | 1 | 2 | 1 | 2 | 1 | 2 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $384M | +3.6% | $0.46 | -2.1% | 63.5% | 22.5% | $191M |
| FY2025 Q1 | $395M | +5.2% | $0.58 | 0.0% | 65.5% | 27.7% | $161M |
| FY2025 Q2 | $395M | +6.8% | $0.56 | +3.7% | 66.1% | 26.9% | $244M |
| FY2025 Q3 | $387M | +3.5% | $0.58 | +7.4% | 36.5% | 28.3% | $219M |
| FY2025 Q4 | $507M | +31.9% | $1.66 | +260.9% | 49.0% | 60.1% | $76M |
| FY2026 Q1 | $413M | +4.6% | $0.68 | +17.2% | 36.9% | 31.1% | $48M |
| FY2026 Q2 | $415M | +5.1% | $0.61 | +8.9% | 36.7% | 27.9% | — |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What REG and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“a direct reflection of our A credit ratings from both Moody’s and S&P.”
Regency cites its A rating from S&P (S&P Global Ratings) supporting a record-low credit spread.
“a direct reflection of our A credit ratings from both Moody’s and S&P.”
Regency cites its A ratings from Moody's supporting a record-low credit spread.
“We signed a Publix deal for a redevelopment in the first quarter.”
A signed Publix anchor lease reflects Publix store expansion into a Regency redevelopment.
“Oakley Shops at Laurel Fields, a Safeway-anchored neighborhood center we developed ground up in the Bay Area.”
A newly delivered Safeway-anchored center indicates ongoing Safeway grocery-anchor demand in the Bay Area.
“We acquired this underutilized piece of real estate and are transforming it into a Whole Foods-anchored neighborhood center.”
Regency is developing a Whole Foods-anchored center on Long Island, signaling continued Whole Foods (Amazon) grocery-anchor expansion.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
REG Regency Centers | 6 | +4.5% | |
| FRT Federal Realty Investment Trust | 8 | +10.3% | |
| KIM Kimco Realty | 7 | +4.0% | |
| O Realty Income | 7 | +12.2% | |
| SPG Simon Property Group | 8 | +19.3% |