STAG Industrial 3Q 2026: Revenue $231M, Net income $70.7M, EPS $0.37— 10-Q Summary
STAG Industrial reported 3Q 2026 revenue of $231M, up 9.4% YoY, and net income of $70.7M, up 45.4% YoY. EPS was $0.37, up 42.3% YoY. Same-store revenue grew 3.4%, and occupancy was 97.0%. The company acquired 10 buildings and sold 7, with 7.6% of rent expiring in the next year.
How this was made
The 30-second read
Why it matters
The Q3 earnings release provides fresh data on revenue, profit, and rent growth, which are key metrics for REIT valuation.
Market read
First‑time earnings disclosure for the quarter; investors will likely adjust price targets based on the stronger-than‑year‑ago performance.
What to watch
Upcoming lease expirations of 7.6% of annualized rent could pressure future cash flow.
Background
STAG Industrial is a U.S. industrial REIT focused on single‑tenant properties across the United States.
Ticker impact
STAG Industrial reported Q3 2026 revenue of $231M, net income $70.7M and EPS $0.37, the first release of these earnings numbers.
potential modest upside as market prices in stronger earnings and occupancy metrics
The numbers are better than the prior-year quarter and show solid rent growth, which could support a price rally.
Market effects
Positive signal for the industrial REIT sector as occupancy remains high and rent growth accelerates.
May boost sentiment for U.S. real‑estate investment trusts broadly.
Limited to U.S. REIT investors; no direct global macro effect.
Counterpoint
If acquisition pace slows, future growth could be constrained despite current earnings strength.
Key entities
- companySTAG Industrial, Inc.
Industrial REIT that owns and operates single‑tenant logistics facilities.
