NYSE$BXP

Boston Properties Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

BXP reported strong Q4 results with revenue and EPS growth driven by strategic asset sales and increased leasing activity.

BXP posted a profitable Q4 with net income of $248.5M and EPS of $1.56, buoyed by over $1B in asset sales and robust leasing volumes totaling 1.8M square feet.

  • Executed over 1.8 million square feet of leases in Q4 with a weighted average lease term of 11.3 years.
  • Total revenue rose to $877.1 million, up from $858.6 million in Q4 2024.
  • Net income swung to $248.5 million from a loss of $230 million in the prior year.
  • EPS exceeded guidance midpoint by $0.74, primarily due to gains from dispositions.

Headline financials

Total Revenue

$877M

Previous: $859M+2.2%
EPS (adj)

$1.76

Previous: $1.79-1.7%
Sq Ft Leased (Q4)

1.8M

No prior period
Portfolio Occupancy

86.7%

Previous: 87.5%-0.9%
% Portfolio Leased

89.4%

No prior period
Pre-leased Development

29.0%

No prior period
Total Properties

179

No prior period
Net Income

$249M

Previous: -$230M+208.0%
Operating Income

$254M

Previous: $512M-50.3%

Revenue & EPS history

Boston Properties · Revenue · Quarterly

$877M

Q4 2025+2.2%vs Q4 2024
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Revenue by segment

Boston Properties · $820M total across 4 segments · Q3 2023

  • Lease
    $767M+3.8%
  • Parking and Other
    $29.6M+12.9%
  • Hotel
    $13.5M+14.8%
  • Dev & Mgmt Services
    $9.28M+24.4%

Forward guidance

BXP issued FY26 guidance with expected EPS between $2.08 and $2.29, and FFO per share between $6.88 and $7.04.

Tailwinds

  • Projected growth in same-property NOI driven by higher occupancy.
  • Increased leasing activity expected to continue.
  • Incremental NOI from new developments placed into service.
  • Improved balance sheet flexibility from over $1B in asset sales.
  • Anticipated $0.11 YoY growth in FFO per share.

Headwinds

  • Higher G&A expenses related to 2025 Outperformance Plan.
  • Net earnings dilution from strategic asset sales.
  • Non-cash straight-line rent reserves impacting FFO in Q4.
  • Lower FFO compared to guidance midpoint due to rent reserves and costs.
  • Impact from removing three properties from service for residential redevelopment.

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-0.1%

Avg return

Earnings day

-0.2%

Avg return

5 days after

+0.6%

Avg return

30 days after

50%

36 / 72 earnings

Positive

+6.4%

Q2 2018

Best reaction

-7.9%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.0%+1.6%
Q4 2025-2.5%-1.0%
Q3 2025-5.0%-4.7%-2.3%
Q1 2025-2.1%-0.6%+3.4%
Q4 2024-5.9%-2.0%-3.1%
Q3 2024-5.3%-9.4%-5.2%
Q2 2024-0.1%-6.2%+4.3%
Q1 2024-5.7%-3.3%-7.4%
Q4 2023-7.9%-11.8%-10.4%
Q3 2023+4.2%+7.1%+18.1%
Q2 2023+0.6%+2.9%+0.2%
Q1 2023-1.6%+2.6%-8.5%
Q4 2022+3.0%+4.6%-9.8%
Q3 2022+0.1%-0.0%-3.7%
Q2 2022+0.9%+2.2%-5.7%
Q1 2022+3.2%+1.3%-8.0%
Q4 2021-0.3%-1.5%+4.3%
Q3 2021-1.7%-3.1%+0.7%
Q2 2021+2.3%+1.7%-3.0%
Q1 2021+0.2%+1.9%+8.7%
Q4 2020-1.7%-0.0%+12.5%
Q3 2020-5.6%-4.0%+35.7%
Q2 2020+1.0%-0.7%-1.4%
Q1 2020+4.4%-1.3%-6.8%
Q4 2019+1.3%+1.6%-9.1%
Q3 2019+4.7%+3.6%+4.8%
Q2 2019+0.5%-1.6%-3.2%
Q1 2019+1.9%-0.5%-3.4%
Q4 2018+4.5%+5.1%+6.3%
Q3 2018+3.2%+1.7%+10.9%
Q2 2018+6.4%+5.8%+6.7%
Q1 2018-0.2%+3.3%+0.8%
Q4 2017+2.0%-1.6%-2.8%
Q3 2017+1.3%+1.9%+4.9%
Q2 2017+0.8%+2.7%-0.3%
Q1 2017-4.1%-4.7%-8.1%
Q4 2016-0.8%+0.3%+4.1%
Q3 2016-2.6%-5.7%-3.0%
Q2 2016-0.3%+2.2%+1.0%
Q1 2016+0.5%
Q4 2015+2.1%
Q3 2015+3.0%
Q2 2015-1.2%
Q1 2015+0.3%
Q4 2014-2.9%
Q3 2014+1.5%
Q2 2014-0.4%
Q1 2014-1.0%
Q4 2013+1.4%
Q3 2013-2.2%
Q2 2013-1.9%
Q1 2013-0.4%
Q4 2012-2.1%
Q3 2012-1.4%
Q2 2012-0.4%
Q1 2012-1.7%
Q4 2011-0.8%
Q3 2011-3.1%
Q2 2011+0.2%
Q1 2011+2.8%
Q4 2010+3.8%
Q3 2010+0.8%
Q2 2010+1.2%
Q1 2009-5.7%
Q1 2010-1.0%
Q4 2009+1.8%
Q4 2007+1.8%
Q3 2008-0.4%
Q3 2009-0.4%
Q2 2008+3.2%
Q2 2009+3.2%
Q4 2008+3.2%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro