NYSE$CURB

Curbline Properties Corp · Q2 2026 earnings

Q2 2026 earnings · · Before market open · Investor relations

Briefing

Curbline Properties Corp reported second quarter 2026 results with net income of $6.9 million and Operating FFO of $33.3 million.

Curbline Properties Corp announced Q2 2026 results including $63.3 million in total revenues and a leased rate of 96.5%. The company completed $374.1 million in acquisitions during the quarter and raised its full-year investment and Operating FFO guidance. Same-property NOI declined 0.5% year-over-year for the quarter while leasing spreads remained positive.

  • Acquired 30 convenience centers for $374.1 million in Q2, contributing to year-to-date acquisitions of $563.7 million.
  • Operating FFO rose to $33.3 million or $0.31 per diluted share from $26.9 million or $0.26 per share in the prior-year quarter.
  • Generated cash new leasing spreads of 8.2% and renewal spreads of 8.6% in the second quarter.
  • Raised 2026 Operating FFO guidance to $1.24-$1.26 per diluted share and net income guidance to $0.27-$0.32 per diluted share.

Headline financials

Total Revenue

$63.3M

Previous: $41.4M+52.9%
EPS (adj)

$0.31

Previous: $0.10+210.0%
Leased Rate

96.5%

No prior period
Cash New Leasing Spreads

8.2%

No prior period
Cash Renewal Leasing Spreads

8.6%

No prior period
Straight-lined New Leasing Spreads

27.1%

No prior period
Straight-lined Renewal Leasing Spreads

18.1%

No prior period
Same-Property NOI % Change

-0.5%

No prior period
Net Income

$6.91M

Previous: $10.4M-33.6%
Operating Income

$47.8M

Previous: $6.57M+628.3%

Revenue & EPS history

Curbline Properties Corp · Revenue · Quarterly

$63.3M

Q2 2026+52.9%vs Q2 2025
Beat estimate in 7 of 7 quarters(100%)
ActualEstimate

Forward guidance

Updated 2026 guidance reflects higher investment activity and Operating FFO outperformance.

Tailwinds

  • Raised full-year investment target
  • All cash and capital commitments in hand for revised pipeline
  • Strong leasing pipeline with most SNO rent commencing by March 2027

Historical earnings impact

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

Avg. return before/after earnings

Based on 7 quarterly earnings reports

Historical avg

+0.1%

Avg return

Earnings day

-2.4%

Avg return

5 days after

-1.5%

Avg return

30 days after

43%

3 / 7 earnings

Positive

+3.3%

Q1 2026

Best reaction

-2.1%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026+3.3%-3.0%+2.7%
Q4 2025+1.5%+3.7%+6.0%
Q3 2025-2.1%-6.8%-3.4%
Q2 2025-1.8%-6.3%-3.4%
Q1 2025-1.5%-2.2%-4.7%
Q4 2024+1.7%+0.5%-5.6%
Q3 2024-0.3%-2.6%-2.1%

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