For the quarter ended December 2025, Macerich (MAC) reported revenue of $261.7 million, down 4.4% over the same period last year. EPS came in at $0.48, compared to -$0.89 in the year-ago quarter.
The reported revenue represents a surprise of -7.63% over the Zacks Consensus Estimate of $283.31 million. With the consensus EPS estimate being $0.43, the EPS surprise was +10.73%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
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 Macerich performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Leasing Revenue- Minimum rents: $151.87 million compared to the $167.66 million average estimate based on three analysts. The reported number represents a change of -4.6% year over year.
- Management Companies revenues: $6.44 million compared to the $6.09 million average estimate based on three analysts. The reported number represents a change of -16.6% year over year.
- Leasing Revenue- Tenant recoveries: $65.23 million versus the three-analyst average estimate of $71.99 million. The reported number represents a year-over-year change of -1%.
- Leasing Revenue- Percentage rents: $19.31 million versus $18.92 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -14.5% change.
- Net Earnings Per Share (Diluted): $-0.07 versus the four-analyst average estimate of $-0.01.
View all Key Company Metrics for Macerich here>>>
Shares of Macerich have returned +2% over the past month versus the Zacks S&P 500 composite's -1.3% 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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Macerich Company (The) (MAC): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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