AHRT NYSE Konferencja wynikowa
AH Realty Trust, Inc. (AHRT) · wyniki II kw. 2026
Cena akcji: $6.40 · 2026-11-02
Wyniki II kw. 2026 vs I kw. 2026 · poprzedni kwartał · opublikowano 3 sie 2026 i 5 maj 2026
Net loss narrowed on the previous quarter. Management sounded about as positive as a typical company call, in its script and in answers to analysts.
Na razie dostępna jest tylko podstawowa analiza tej spółki.
1 · Liczby
Strata mniejsza
Zysk netto vs I kw. 2026
Podano perspektywy
Zysk netto -15,7 mln vs -30,4 mln
Przychody +0,4%
2 · Jak mówił zarząd
Typowy
Less upbeat than 56% of company calls
Answers to analysts: typical, in line with the script.
Similar to last call.
3 · Co się wyróżniło W tym okresie nie zauważono niczego nietypowego.
Wycena
Odwrócony DCF. Wolne przepływy pieniężne z ostatniego pełnego roku obrotowego, powiększane przez 10 lat, zdyskontowane, plus wartość rezydualna. „Wzrost implikowany” to tempo, które zakłada obecna cena.
Wycena niedostępna: no OCF/capex (bank, utility, or SEC gap).
Aktualna cena
$6.40
zamknięcie z 2026-11-02
Wzrost przychodów, 3 lata
−15,4% rocznie
średnioroczne tempo (CAGR)
Między wierszami
-
Prognoza
Economic occupancy gains continuing to build
Cytat ze źródła
“Our office portfolio ended the quarter at 96.7% leased occupancy, with economic occupancy gains continuing to build as new tenants... ...year 2026 same-store NOI growth of approximately 2.5% to 3.5%, and we expect our retail lease percentage to continue building as our signed not occupied pipeline commences with the bulk of that activity weighted towards 2027. Last quarter, we completed the consolidation, downsizing and relocation of AH Realty Trust's owned corporate offices, moving from the main tower at Town Center into the least desirable retail space elsewhere in the Town...”
-
Prognoza
AH Realty Trust has also executed a purchase and sale agreement on the Everly and Gainesville II for an aggregate gross sales price of $95.5 million with the buyer's deposit…
-
Liczba
Sales volume increased 26% year-over-year as investor demand for retail real estate remains strong and cap rates are stabilizing.
Cytat ze źródła
“Investor demand for retail real estate remains strong as well, with sales volume up 26% year-over-year and cap rates stabilizing...”
Ton
Jak optymistyczny był język w porównaniu z innymi spółkamiiTon to liczba pozytywnych słów finansowych minus liczba negatywnych, skorygowana o długość tekstu. Zarządy zwykle mówią pozytywnie, więc etykiety porównują każdą konferencję z ostatnimi konferencjami wszystkich spółek: „typowy” to środkowa trzecia, „bardzo optymistyczny” to najlepsze 10%, „ostrożny” to najsłabsze 10%.. Kropka: II kw. 2026. Pierścień: I kw. 2026.
Script and answers carried a similar tone, so the script's message held up under questioning.
Zdania, które wpłynęły na ton
“At the end of the second quarter, small shop vacancy in the shopping center portfolio stands at around 8%, presenting growth opportunity as we intend to capitalize on the success...”
“Available retail space remains near a multi-decade low, roughly 12% below the 10-year average, while new construction is still well below pre-pandemic levels, keeping a lid on new supply.”
“AH Realty Trust delivered another quarter of solid execution against our transformation, highlighted by the first closing of our multifamily portfolio sale, a meaningful reduction in leverage and continued strength...”
Wszystkie liczby
USD · SEC EDGAR XBRL (10-Q, period end 2026-06-30)
| Pozycja | II kw. 2026period end 2026-06-30 | I kw. 2026period end 2026-03-31 | Zmiana | II kw. 2025 | r/r |
|---|---|---|---|---|---|
| Przychody | 52,5 mln | 52,3 mln | +0,4% | 50,7 mln | +3,6% |
| Zysk operacyjny | 9,8 mln | 11,6 mln | −15,9% | 13,6 mln | −28,2% |
| Zysk netto | -15,7 mln | -30,4 mln | Strata mniejsza | 5,9 mln | Strata zamiast zysku |
| Zysk na akcję | -0,25 | -0,33 | Strata mniejsza | 0,04 | Strata zamiast zysku |
| C/Z | strata 12 mies. | strata 12 mies. | — | 49,1 | — |
Tematy
Najczęściej omawiane teraz
- AH Realty Trust sold nearly all of the multifamily portfolio, exited the majority of the real estate financing positions, paid down debt,...
- I am proud to report that AH Realty Trust has delivered on every one of them even faster than expected, resulting...
- Same-store NOI from the shopping center portfolio increased 5.7% year-over-year, driven by economic occupancy from the backfill of over…
- Successful anchor tenants drive traffic to AH Realty Trust's shopping centers, supporting sales for small shop tenants, thereby driving…
- The results this quarter demonstrate that AH Realty Trust is ahead of schedule with its transformation substantially complete and the…
Zniknęło od I kw. 2026
- Słabnie AH Realty Trust is a pure-play, high-quality retail and mixed-use office REIT focused on identifying and realizing dominant market…
- Słabnie In the first quarter of 2026, AH Realty Trust delivered solid operating results, reflecting strong performance in its retail and mixed-use…
- Słabnie Net operating income for Q1 was $34.7 million, representing a 1.8% increase year-over-year and approximately $700,000 ahead of guidance.
- Słabnie With these actions largely behind us, AH Realty Trust is now squarely focused on execution and on delivering sustainable performance that…
Najnowsze komunikaty
Oficjalne raporty spółki, od najnowszych.
- Regulation FD disclosure · SEC 8-K
- Results of operations; Regulation FD disclosure · SEC 8-K
- Shareholder vote results · SEC 8-K
- Regulation FD disclosure · SEC 8-K
- Acquisition or disposal; Regulation FD disclosure · SEC 8-K
- Regulation FD disclosure · SEC 8-K
- Results of operations; Regulation FD disclosure · SEC 8-K
- Material agreement; Regulation FD disclosure · SEC 8-K