NYSE$SRG

Seritage Growth Properties · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Seritage Growth Properties reported a net loss of $30.3 million for the first quarter of 2026 amid ongoing asset sales under its Plan of Sale.

The company recorded total revenue of $2.1 million, down significantly from the prior year due to property dispositions. Net loss attributable to common shareholders was $31.5 million or $0.56 per share, including a $15.2 million impairment charge on real estate assets. Cash and cash equivalents stood at $44.5 million at quarter end as the company continues to execute on its strategic review and Plan of Sale.

  • Total revenue declined 55% year-over-year to $2.05 million primarily due to asset sales.
  • Recorded $15.2 million impairment on real estate assets and $5.2 million other-than-temporary impairment on unconsolidated investments.
  • Net cash used in operating activities improved to $5.7 million from $9.2 million in the prior-year quarter.
  • Term Loan Facility balance reduced to $50 million with maturity extended to July 31, 2026.

Headline financials

Total Revenue

$2.05M

Previous: $4.6M-55.4%
EPS (adj)

-$0.56

Previous: -$0.42-33.3%
Capital Expenditures

-$144K

Previous: -$13.3M+98.9%
Free Cash Flow

-$5.87M

No prior period
Net Income

-$30.3M

Previous: -$22.2M-36.6%
Operating Income

-$20.3M

No prior period
Gross Profit

$589K

No prior period
Cash & Equivalents

$44.5M

No prior period
Total Assets

$361M

No prior period

Revenue & EPS history

Seritage · Revenue · Quarterly

$2.05M

Q1 2026-55.4%vs Q1 2025
Beat estimate in 0 of 2 quarters(0%)
ActualEstimate

Revenue by segment

Seritage · $2.05M total across 2 segments · Q1 2026

  • Rental income
    $1.91M
  • Management and other fee income
    $141K

Forward guidance

The company continues to execute its Plan of Sale while facing substantial doubt about its ability to continue as a going concern due to the Term Loan Facility maturity.

Tailwinds

  • Subsequent sale of one property for $11 million gross proceeds
  • Improved operating cash burn compared to prior year

Headwinds

  • Ongoing net operating cash outflows
  • Term Loan Facility maturity on July 31, 2026 creates near-term liquidity pressure

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 Q1 2026

Historical avgQ1 2026

-0.1%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+2.2%

Avg return

30 days after

51%

22 / 43 earnings

Positive

+17.9%

Q2 2024

Best reaction

-27.3%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+5.3%+7.3%
Q1 2026+0.8%-10.0%+1.2%
Q3 2025-10.9%-17.3%-17.8%
Q2 2025+12.0%+20.6%+46.7%
Q1 2025-1.4%-3.4%+1.4%
Q4 2024+2.2%+6.2%+6.2%
Q3 2024-1.9%-8.5%+0.7%
Q2 2024+17.9%+15.3%+19.2%
Q1 2024-27.3%-31.5%-43.7%
Q4 2023+0.4%-0.7%-3.4%
Q3 2023+15.8%+21.0%+23.1%
Q2 2023-9.8%-10.7%-13.9%
Q1 2023-0.4%+1.1%+13.6%
Q4 2022-4.9%-13.3%-13.7%
Q3 2022+1.5%+3.9%+5.1%
Q2 2022+6.5%+15.1%+5.3%
Q1 2022-9.5%-13.2%-20.4%
Q4 2021+1.4%+8.3%+9.1%
Q3 2021+1.6%+3.7%-13.0%
Q2 2021-1.1%-5.1%-6.0%
Q1 2021-6.3%-7.6%-8.1%
Q4 2020+1.2%-1.1%-19.4%
Q3 2020-11.7%+11.0%+53.4%
Q2 2020+15.3%+30.7%+61.0%
Q1 2020+3.2%-3.0%+96.2%
Q4 2019-4.3%-10.4%-77.7%
Q3 2019+0.8%+2.1%-4.2%
Q2 2019-3.0%-3.5%-6.4%
Q1 2019+3.9%+3.3%-5.7%
Q4 2018-0.2%+2.1%+0.2%
Q3 2018-0.1%-1.1%-0.2%
Q2 2018+1.0%-0.2%+6.2%
Q1 2018+3.2%+4.7%+15.9%
Q4 2017-8.4%-12.4%-13.9%
Q3 2017-1.8%-1.6%-3.6%
Q2 2017+4.8%+1.9%+2.6%
Q1 2017-3.7%-5.1%-3.0%
Q4 2016-1.9%-3.5%-9.6%
Q3 2016+0.4%-0.1%+9.0%
Q2 2016-1.2%+2.3%-7.3%
Q1 2016+1.3%
Q4 2015+8.6%
Q3 2015-4.1%
Q1 2015

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