NYSE$STAG

STAG Industrial Inc. · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

STAG Industrial reported Q1 2025 revenue of $205.6M, net income of $93.4M.

For Q1 2025, STAG Industrial reported Revenue was $205.6M, net income was $93.4M. Management discusses operating trends, liquidity, and outlook in the quarterly filing.

  • Revenue $205.6M for Q1 2025.
  • Net income $93.4M.
  • MD&A highlights operating priorities, liquidity, and sector-specific risks.

Headline financials

Total Revenue

$206M

Previous: $188M+9.6%
EPS (adj)

$0.61

Previous: $0.20+205.0%
Occupancy Rate (Total Portfolio)

95.9%

No prior period
Same Store Cash NOI

$145M

Previous: $140M+3.4%
Cash Available for Distribution

$106M

Previous: $98.1M+8.5%
Cash Rent Change

27.3%

No prior period
Straight-Line Rent Change

42.1%

No prior period
Retention

85.3%

No prior period
Capital Expenditures

-$83.1M

Previous: -$68.2M-21.8%
Net Income

$93.4M

Previous: $36.6M+154.9%
Operating Income

$162M

Previous: $63.5M+154.8%

Revenue & EPS history

STAG · Revenue · Quarterly

$206M

Q1 2025+9.6%vs Q1 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

REIT outlook focuses on occupancy, rent growth, and financing costs.

Tailwinds

  • Portfolio yield and development pipeline.
  • Balance-sheet flexibility and dividend coverage.

Headwinds

  • Interest rates and cap-rate expansion.
  • Tenant demand in select property types.

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 2025

Historical avgQ1 2025

+0.4%

Avg return

Earnings day

+0.5%

Avg return

5 days after

+0.5%

Avg return

30 days after

61%

36 / 59 earnings

Positive

+6.9%

Q4 2015

Best reaction

-6.4%

Q2 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.7%-4.6%-4.3%
Q4 2025-5.0%-2.2%-3.1%
Q3 2025+2.3%+2.4%+4.4%
Q1 2025+0.6%+2.6%+8.3%
Q4 2024+0.9%-0.1%+1.2%
Q3 2024+0.9%-1.6%-0.4%
Q2 2024+1.0%-0.2%-0.8%
Q1 2024+0.5%+1.6%-0.0%
Q4 2023+2.0%+4.3%-0.5%
Q3 2023+1.7%+4.8%+13.4%
Q2 2023-3.0%-5.2%-5.0%
Q1 2023+1.0%+0.1%+2.0%
Q4 2022-1.2%-0.2%-10.2%
Q3 2022+5.2%+5.7%+8.7%
Q2 2022+1.5%+3.5%+1.3%
Q1 2022+1.7%-4.5%-7.6%
Q4 2021-1.5%-2.3%+3.1%
Q3 2021-0.3%-0.8%-2.0%
Q2 2021+2.8%+3.6%+3.2%
Q1 2021-4.3%-0.5%+1.2%
Q4 2020-0.4%+1.5%+4.4%
Q3 2020-1.1%-1.4%-7.6%
Q2 2020+4.0%+3.5%+4.3%
Q1 2020-6.2%-6.6%-0.3%
Q4 2019-1.3%-0.5%-26.9%
Q3 2019+0.3%-0.3%+0.1%
Q2 2019-2.0%-4.1%-3.9%
Q1 2019+2.8%+3.5%+1.8%
Q4 2018+0.2%+1.3%+0.6%
Q3 2018-2.1%-0.9%+1.2%
Q2 2018+3.4%+4.7%+6.9%
Q1 2018+2.8%+3.7%+8.4%
Q4 2017+4.4%+2.4%+3.6%
Q3 2017+3.5%+2.9%+1.3%
Q2 2017-0.0%+1.4%+2.6%
Q1 2017-2.3%-1.7%+2.6%
Q4 2016+1.2%+4.1%+3.8%
Q3 2016-0.8%+2.9%+5.8%
Q2 2016-2.6%-2.8%-2.6%
Q1 2016+0.9%
Q4 2015+6.9%
Q3 2015+2.4%
Q2 2015-6.4%
Q1 2015-1.1%
Q4 2014-1.6%
Q3 2014+2.3%
Q2 2014+1.3%
Q1 2014+0.5%
Q4 2013+0.3%
Q3 2013+0.5%
Q2 2013+0.2%
Q1 2013+0.7%
Q4 2012-0.5%
Q3 2012-0.2%
Q2 2012+0.1%
Q1 2012+2.2%
Q4 2011-0.7%
Q3 2011+2.5%
Q2 2011+5.0%
Q4 2010
Q3 2010
Q2 2010
Q1 2010

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