NASDAQ$PECO

Phillips Edison & Company Inc · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

Phillips Edison reported Q1 2026 total revenue of $190.7M and net income attributable to stockholders of $30.4M, with EPS of $0.24.

Total revenues rose to $190.7 million from $178.3 million. Net income attributable to stockholders was $30.4 million; diluted EPS was $0.24 versus $0.21. Grocery-anchored shopping center occupancy and same-center NOI trends are highlighted.

  • Total revenue $190.7M (+7% YoY).
  • Net income to stockholders $30.4M; EPS $0.24.
  • Real estate portfolio metrics in MD&A.
  • Interest rate swap mark-to-market in other comprehensive income.

Headline financials

Total Revenue

$191M

Previous: $178M+7.0%
EPS (adj)

$0.24

Previous: $0.65-63.1%
Capital Expenditures

-$153M

Previous: -$165M+7.6%
Net Income

$30.4M

Previous: $26.3M+15.5%

Revenue & EPS history

Phillips Edison · Revenue · Quarterly

$191M

Q1 2026+7%vs Q1 2025
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Phillips Edison · $152M total across 3 segments · Q3 2023

  • Rental Income
    $150M+4.7%
  • Fees and Management Income
    $2.17M+4.2%
  • Other Property Income
    $740K+3.4%

Forward guidance

Management outlook in the 10-Q covers operating priorities, capital allocation, and sector risks; numeric multi-quarter bridges vary by issuer.

Tailwinds

  • MD&A highlights strategic priorities and liquidity.
  • Segment or product trends support the core business narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.3%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+2.2%

Avg return

30 days after

43%

9 / 21 earnings

Positive

+5.7%

Q2 2021

Best reaction

-4.0%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.2%+2.0%+3.2%
Q4 2025-0.8%-0.3%+2.4%
Q3 2025+0.6%-1.0%+2.5%
Q2 2025-0.3%+0.9%+5.0%
Q1 2025-0.4%-1.5%-3.6%
Q3 2024-1.9%+0.4%+6.3%
Q2 2024-0.1%+5.2%+7.1%
Q1 2024-1.9%-1.6%-5.4%
Q4 2023+0.7%-0.7%+3.6%
Q3 2023+0.9%+2.6%+3.0%
Q2 2023+1.6%+0.6%-4.1%
Q1 2023-3.0%-1.8%-7.4%
Q4 2022+2.1%+3.6%-4.9%
Q3 2022+5.0%+3.5%+9.9%
Q2 2022+0.4%+0.9%-0.4%
Q1 2022-4.0%-8.8%-1.3%
Q4 2021-1.7%+0.2%+3.6%
Q3 2021+4.4%+3.4%+2.0%
Q2 2021+5.7%+8.0%+7.6%
Q1 2021+0.0%+0.0%+17.9%
Q4 2020+0.0%+0.0%+0.0%
Q3 2020
Q2 2020
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q3 2017
Q2 2017
Q1 2017
Q3 2016
Q2 2016
Q1 2016
Q2 2015
Q1 2015
Q4 2012
Q3 2012
Q2 2012
Q3 2011
Q2 2011

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