10-K · February 11, 2026
Urban Edge (UE) is a REIT focused on retail assets in the Washington, D.C. to Boston corridor with a 17.2 million sf portfolio (69 shopping centers, 2 outlet centers, 2 malls) and 90.1% consolidated occupancy. 2025…
Earnings analysis · 10-Q
UE earnings analysis
Filed April 29, 2026 · Our reading of the company's report
The latest report
Urban Edge Properties reported Q1 2026 results, with revenue not disclosed. Actual EPS was $0.18, below analysts' estimates of $0.37. The company beat FFO as Adjusted guidance, raising it to $1.48 - $1.52 from $1.47 -…
Read full summary
Urban Edge Properties reported Q1 2026 results, with revenue not disclosed. Actual EPS was $0.18, below analysts' estimates of $0.37. The company beat FFO as Adjusted guidance, raising it to $1.48 - $1.52 from $1.47 - $1.52. Management highlighted growth drivers including a 2.4% growth in same-property NOI and active leasing with 419,000 sf executed in the quarter.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0.18
What stood out
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EPS Below Expectations
Reported diluted EPS was $0.18, significantly under the estimated EPS of $0.37.
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Increased FFO Guidance
Management raised FFO as Adjusted guidance to a range of $1.48 to $1.52 from the previous $1.47 to $1.52.
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Strong Leasing Activity
419,000 square feet of leasing activity was executed in the quarter, indicating robust operational performance.
What to watch
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Revenue Not Disclosed
The actual revenue figure was not disclosed, creating uncertainty about overall financial performance.
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Occupancy Rate Risks
Ongoing challenges related to occupancy rates, which could impact future income and cash flows.
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Environmental Remediation Costs
Potential financial risks associated with environmental remediation efforts impacting overall financial health.
Management's outlook
Management anticipates FFO for the year in the range of $1.48 to $1.52 per diluted share.
Earlier filings 4
10-Q · July 30, 2025
Urban Edge reported Q2 2025 revenue of $114.08M (up $7.54M or 7.1% YoY from $106.55M) and diluted EPS of $0.46 (vs $0.26 in Q2 2024). Operating margin expanded to 27.2% (operating income $31.02M) largely driven by a…
10-Q · April 30, 2025
Urban Edge reported quarter-over-quarter and year-over-year operating improvement: revenue increased to $118,165 (in thousands) from $109,626 (in thousands) in 2024 Q1 and operating margin expanded to 23.4% from 19.5%.…
10-Q · October 30, 2024
Urban Edge reported Q3 revenue of $112,427,000 (three months ended September 30, 2024) — up $10,593,000 versus prior-year quarter ($101,834,000). Operating income was $28,837,000 (revenue of $112,427,000 less total…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.