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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Simon Property Group (SPG) is 8/10.
Simon Property Group reported a strong Q1 2026 with real estate FFO surging 7.5% to $3.17 per share, driven by broad-based lease income growth, and raised full-year guidance to $13.10-$13.25 from $13.00-$13.25. Retailer demand was broad-based with accelerating traffic and sales, the Taubman integration drove incremental growth, and the accretive development pipeline advanced. Interest expense headwinds from higher base rates partially offset operational strength, and softness persisted in tourist markets and food & beverage categories.
Scored from Simon Property Group’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 | $1.58B | +3.6% | $2.04 | -11.2% | 52.8% | 42.2% | $868M |
| FY2025 Q1 | $1.47B | +2.1% | $1.27 | -43.6% | 49.4% | 28.1% | $597M |
| FY2025 Q2 | $1.50B | +2.8% | $1.70 | +12.6% | 49.7% | 37.2% | $971M |
| FY2025 Q3 | $1.60B | +8.2% | $1.82 | +24.7% | 50.8% | 37.1% | $685M |
| FY2025 Q4 | $1.79B | +13.2% | $9.35 | +358.3% | 49.7% | 170.2% | $982M |
| FY2026 Q1 | $1.76B | +19.3% | $1.48 | +16.5% | 43.4% | 27.3% | $625M |
| FY2026 Q2 | $1.79B | +19.5% | $1.49 | -12.3% | 46.0% | 27.0% | $1.40B |