NYSE$HIW

Highwoods Properties Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Reported positive net income and strong leasing activity in the fourth quarter.

Highwoods delivered solid Q4 2025 results with positive net income, strong FFO generation and robust second-generation leasing activity, alongside meaningful GAAP rent growth.

  • Generated positive net income and strong FFO in Q4 2025
  • Signed significant second-generation leasing volume
  • Achieved double-digit GAAP rent growth
  • Maintained stable occupancy and leasing momentum

Headline financials

Total Revenue

$203M

Previous: $206M-1.1%
EPS (adj)

$0.90

Previous: $0.85+5.9%
Same Property Cash NOI Growth

0.0%

Previous: -0.5%+100.0%
In-Service Occupancy Rate

85.3%

Previous: 87.1%-2.1%
Weighted Avg Lease Term

5.6

Previous: 6.8-17.6%
New Leases SF

221.0K

Previous: 370.0K-40.3%
Second Gen Leasing SF

526.0K

Previous: 1.3M-59.5%
GAAP Rent Growth

15.4%

Previous: 12.2%+26.2%
Net Income

$28.7M

Previous: -$3.11M+1022.0%
Operating Income

$137M

Previous: $51.4M+165.8%
Cash & Equivalents

$27.4M

Previous: $22.4M+22.1%
Total Assets

$6.27B

Previous: $6.03B+4.1%

Revenue & EPS history

Highwoods · Revenue · Quarterly

$203M

Q4 2025-1.1%vs Q4 2024
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Forward guidance

Management provided 2026 FFO guidance reflecting expected occupancy gains and embedded NOI growth.

Tailwinds

  • Expected return to FFO growth in 2026
  • Occupancy expected to increase through the year
  • Embedded NOI growth from development pipeline
  • Healthy Sun Belt market fundamentals
  • Strong leasing momentum entering 2026

Headwinds

  • Potential economic and demand uncertainty
  • Interest rate sensitivity
  • Execution risk on asset dispositions
  • Timing impacts from capital rotation
  • Exposure to office market conditions

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 Q4 2025

Historical avgQ4 2025

+0.2%

Avg return

Earnings day

+0.1%

Avg return

5 days after

-0.3%

Avg return

30 days after

54%

37 / 69 earnings

Positive

+8.7%

Q1 2020

Best reaction

-10.2%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.8%-1.8%+4.8%
Q4 2025-10.2%-11.0%-17.5%
Q3 2025-3.5%-3.4%-5.8%
Q2 2025-4.0%-5.9%+4.2%
Q1 2025+2.6%+5.3%+7.1%
Q4 2024-2.0%+0.4%-3.0%
Q3 2024+0.5%-2.1%-10.4%
Q2 2024+3.7%+8.8%+11.0%
Q1 2024+4.8%+3.9%+2.5%
Q4 2023+4.1%+9.7%+12.5%
Q3 2023-4.0%-2.6%-1.0%
Q2 2023-0.0%-1.1%-10.1%
Q1 2023-1.9%+0.5%-11.1%
Q4 2022-1.0%-1.0%-15.9%
Q3 2022+6.4%+8.1%+10.0%
Q2 2022-1.4%+1.5%-8.3%
Q1 2022-3.4%-7.1%-12.3%
Q4 2021-1.6%-1.1%+4.5%
Q3 2021-2.3%-2.4%+1.0%
Q2 2021+1.1%+1.4%-4.2%
Q1 2021+2.1%+2.4%+4.0%
Q4 2020-1.9%-2.5%+4.1%
Q3 2020-8.6%-8.4%+20.4%
Q2 2020+6.5%+3.6%+2.1%
Q1 2020+8.7%-0.1%+4.7%
Q4 2019+2.5%+2.6%-5.1%
Q3 2019+0.4%+3.0%+4.8%
Q2 2019+4.8%+6.5%+3.4%
Q1 2019+0.2%+1.0%-0.7%
Q4 2018+1.2%+3.2%-1.0%
Q3 2018-0.9%-2.2%-2.8%
Q2 2018-0.6%-2.5%-0.7%
Q1 2018+2.1%+5.3%+9.8%
Q4 2017-2.1%-3.6%-2.9%
Q3 2017-0.6%-1.2%-1.4%
Q2 2017+2.2%+2.0%+1.9%
Q1 2017+0.4%-0.7%-0.0%
Q4 2016-0.5%+0.4%-1.6%
Q3 2016-1.8%-2.9%-5.3%
Q2 2016-0.9%-2.0%-4.8%
Q1 2016+0.9%
Q4 2015-0.1%
Q3 2015+1.2%
Q2 2015-2.0%
Q1 2015-2.4%
Q4 2014+0.1%
Q3 2014+0.3%
Q2 2014+0.7%
Q1 2014+1.9%
Q4 2013+1.1%
Q3 2013-0.1%
Q2 2013+1.2%
Q1 2013-1.7%
Q4 2012+0.2%
Q3 2012+2.1%
Q2 2012+2.7%
Q1 2012+0.6%
Q4 2011-0.1%
Q3 2011+3.6%
Q2 2011+3.8%
Q1 2011-1.3%
Q1 2010-1.3%
Q4 2010+1.1%
Q4 2008+1.1%
Q3 2009-3.0%
Q3 2010-3.0%
Q2 2010+3.4%
Q2 2009+3.4%
Q4 2009+3.4%

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