Simon Property (SPG) reported $1.6 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 8.2%. EPS of $3.22 for the same period compares to $1.46 a year ago.
The reported revenue represents a surprise of +4.5% over the Zacks Consensus Estimate of $1.53 billion. With the consensus EPS estimate being $3.09, the EPS surprise was +4.21%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Simon Property performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- U.S. Malls and Premium Outlets - Occupancy - Total Portfolio: 96.4% versus the three-analyst average estimate of 96.2%.
- Revenue- Management fees and other revenues: $36.93 million versus $35.07 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +10.4% change.
- Revenue- Other income: $111.72 million compared to the $90.34 million average estimate based on four analysts. The reported number represents a change of +4% year over year.
- Revenue- Lease income: $1.45 billion versus $1.41 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +8.4% change.
- Net Earnings Per Share (Diluted): $1.86 versus $1.62 estimated by five analysts on average.
View all Key Company Metrics for Simon Property here>>>
Shares of Simon Property have returned -5.1% over the past month versus the Zacks S&P 500 composite's +2.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Simon Property Group, Inc. (SPG): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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