ARE Earnings Date: Jan 25, 2027 (Estimated) — Alexandria Real Estate Equities, Inc.
NYSE · Real Estate · REIT - Office
Updated
When is ARE's next earnings date?
Alexandria Real Estate Equities, Inc. (ARE) is expected to report Q4 2026 earnings on Monday, January 25, 2027 at 4:00 PM ET (after market close); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $1.44 on revenue of $647.7M.
How did ARE do in its last earnings report?
In its most recent report on Oct 26, 2026 (Q3 2026), Alexandria Real Estate Equities, Inc. posted EPS of -$3.74 versus the -$0.03 estimate, a miss of 11479.0%. Revenue was $671.2M against a $638.2M estimate. The stock's 1-day post-earnings move was -5.9%.
How much does ARE stock move after earnings?
ARE beat EPS estimates in 4 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 6.0% (up or down) in the day after earnings.
About Alexandria Real Estate Equities, Inc.
Alexandria Real Estate Equities, Inc. (NYSE:ARE), an S&P 500® real estate investment trust, stands as the pioneering and most seasoned entity in the specialized domain of urban office properties. Since its inception in 1994, Alexandria has uniquely focused on the ownership, operation, and development of integrated campuses tailored for the life science, technology, and agtech sectors, strategically positioned within premier innovation ecosystems. By December 31, 2020, the company commanded a market capitalization of $31.9 billion and managed an extensive North American asset portfolio totaling 49.7 million square feet. This substantial base encompasses 31.9 million RSF of operational properties, 3.3 million RSF of premium Class A spaces currently under construction, 7.1 million RSF designated for near-to-mid-term development and refurbishment, and an additional 7.4 million SF earmarked for future projects. Alexandria has cultivated a significant footprint across vital innovation hubs such as Greater Boston, San Francisco, New York City, San Diego, Seattle, Maryland, and Research Triangle. Its established expertise lies in crafting superior Class A facilities within these urban campuses, fostering dynamic and collaborative environments. These spaces are instrumental in empowering innovative tenants to successfully attract and retain world-class professionals, thereby stimulating productivity, efficiency, creativity, and overall achievement. Furthermore, Alexandria extends its support to transformative life science, technology, and agtech companies through its dedicated venture capital platform. This distinct business model, coupled with rigorous underwriting practices, ensures a diverse and high-caliber tenant roster, ultimately driving elevated occupancy rates, extended lease durations, robust rental revenues, superior financial returns, and enhanced long-term asset appreciation.
🤖 AI Earnings Analysis
Alexandria’s life-sciences office results are mixed: Q3 adjusted FFO was $1.54 per share, while revenue fell 11% year over year to $671 million. Management maintained AFFO guidance of $6.35–$6.45 per share.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-26 | Q3 2026 | -0.03 | -3.74 | -11478.95% | $671.2M | ❌ Miss | -5.85% | — | — |
| 2026-08-03 | Q2 2026 | 1.64 | 1.73 | +5.49% | $662.8M | ✅ Beat | -7.85% | -8.82% | -2.64% |
| 2026-04-28 | Q1 2026 | 1.73 | -0.21 | -112.14% | $1.26B | ❌ Miss | +1.60% | +8.40% | +23.90% |
| 2026-01-26 | Q4 2025 | 1.04 | 2.16 | +107.69% | $754.4M | ✅ Beat | +1.72% | -5.26% | -5.43% |
| 2025-10-27 | Q3 2025 | 1.16 | 2.22 | +91.38% | $751.9M | ✅ Beat | -19.18% | -28.49% | -32.38% |
| 2025-04-28 | Q1 2025 | 2.28 | 2.30 | +0.88% | $758.2M | ✅ Beat | -5.74% | -4.47% | -9.50% |
| 2025-01-27 | Q4 2024 | 2.39 | 2.39 | +0.00% | $788.9M | ➖ Inline | -4.76% | -7.38% | -2.97% |
| 2024-10-21 | Q3 2024 | 2.38 | 2.37 | -0.42% | $791.6M | ❌ Miss | -1.29% | -5.69% | -12.57% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q3 FY26 · $671.2M total
| Segment | Share | Revenue | YoY | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 |
|---|---|---|---|---|---|---|---|
| Rental revenues | 97.4% | $653.6M | -77.9% | $743.2M | $2.22B | $2.95B | — |
| Product and Service, Other | 2.6% | $17.6M | +9.1% | $15.0M | $24.8M | $16.1M | $25.5M |
By region
Q4 FY16 · $7.2M total
| Segment | Share | Revenue | YoY | Q2 FY16 | Q3 FY16 | Q4 FY16 |
|---|---|---|---|---|---|---|
| North America | 86.3% | $6.2M | — | $648K | $540K | $6.2M |
| Asia | 13.7% | $980K | — | $3.3M | $3.5M | $980K |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.