fool.comOct 28$UE

Urban Edge (UE) Q3 2026 Earnings Call Transcript

Urban Edge Properties (UE) reported Q3 2026 results, with FFO as adjusted at $0.38 per share, up 6% YoY. Same-property NOI grew 4.6%, and full-year guidance was raised to $1.52-$1.54 per share. The company completed acquisitions totaling $185M, including Regency Court in Florida, and disposed of Briarcliff Commons for $60.5M. Management highlighted strong leasing activity and reduced leasing costs.

Original reporting

fool.com

Published Oct 28, 2026, 5:56 PM UTC

Analysis

AlphAI AI DeskAI-generated

Added to AlphAI Oct 28, 2026, 6:25 PM UTC. Informational, not investment advice.

How this was made

AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.

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Urban Edge (UE) Q3 2026 Earnings Call Transcript — source image — Source · fool.com

Decision brief

The 30-second read

$UEBullishMed

Why it matters

The earnings beat and guidance raise provide a fresh catalyst for UE, likely prompting short‑term buying pressure.

Market read

UE's earnings beat and guidance lift are primary news for the stock, offering a medium‑term trade idea.

What to watch

Potential headwinds from rising interest rates could pressure future financing costs.

Relevance 7/10Novelty 7/10Timing: after-hours earnings release

Background

Urban Edge Properties (UE) reported Q3 2026 results, raising full‑year FFO guidance and detailing acquisitions and lease activity.

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$UEBullishHigh confidence

Context

Q3 2026 earnings released with FFO $0.38/share (+6% YoY) and raised full-year guidance.

Expected impact

likely modest upside as market prices in higher FFO guidance

Evidence & confidence

Earnings beat and guidance lift are fresh primary disclosures for a mid‑cap REIT.

Market effects

Sector

Reinforces strength in retail REIT sector amid low vacancy rates.

Regional

Highlights Florida market entry, may boost regional REIT sentiment.

Global

Limited to US REIT investors; no broader macro effect.

Counterpoint

What could challenge this read

Higher guidance may already be priced in; risk of overextension if lease pipeline stalls.

Key entities

Executive
Jeff Olson
CEO who highlighted acquisition strategy.
Asset
Regency Court
New Florida grocery‑anchored center acquired for $90.3M.

Read at source ← All news

$UEMedAI 8/10

What Urban Edge Properties (UE) Said on Its Q3 Earnings Call

Urban Edge Properties (UE) reported Q3 earnings, highlighting the $90.3M acquisition of Regency Court in Florida. The company expects an 8-9% unlevered IRR and 5% GAAP yield. UE signed 37 leases, with 12% and 27% spreads for renewals and new leases, respectively. It has $875M in liquidity and a net debt to EBITDA ratio of 5.7x. Management plans selective Florida acquisitions and redevelopments.

finance.yahoo.comOct 29

$UEMed

Urban Edge Properties Q3 2026 Earnings Call Summary

Urban Edge Properties reported Q3 2026 earnings, highlighting growth from higher rental revenue and strategic asset recycling. The company is shifting its portfolio by selling lower-growth assets in New Jersey to invest in high-demand markets like South Florida. Key transactions include the sale of Briarcliff Commons for $60.5 million and the acquisition of Regency Court in Boca Raton for $90.3 million.

finance.yahoo.comOct 28

$UELow

Urban Edge FFO of $0.38 misses by $0.01, revenue of $119.5M beats by $13.06M (UE:NYSE)

Urban Edge Properties reported Q3 FFO of $0.38, missing estimates by $0.01, while revenue of $119.5M exceeded expectations by $13.06M. The company raised its 2026 full-year guidance for net income, FFO, and AFFO.

seekingalpha.comOct 28

$UEMed

Urban Edge Properties Reports Third Quarter 2026 Results

Urban Edge Properties (UE) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Urban Edge Properties For additional information: 12 East 49 th Street Mark Langer, EVP and New York, NY 10017 Chief Financial Officer 212-956-0082 FOR IMMEDIATE RELEASE: Urban Edge Properties Reports Third Quarter 2026 Results -- Raises Outlook for Full-Year 2026 FF

SEC EDGAR 8-KOct 28

$SUZHighAI 8/10

Suzano S.A. (SUZ) Q3 2026 Earnings Call Transcript

Suzano S.A. (SUZ) reported Q3 2026 earnings, highlighting a 14% quarter-over-quarter EBITDA decline due to higher costs and operational challenges. Brazilian operations saw stable volumes and higher prices, while Suzano Packaging faced production issues. Pulp sales reached 3.19 million tons at $591 per ton, with a 12% quarter-over-quarter EBITDA increase driven by higher volumes and favorable FX. Management expects improved demand and pricing in the upcoming months.

finance.yahoo.comNov 6

$TICMed

TIC Solutions (TIC) Q3 2026 Earnings Call Transcript

TIC Solutions (TIC) reported Q3 2026 revenue growth of 12.5% to $640M, with organic growth accelerating to 8.4%. Adjusted EBITDA rose 19% to $107M, and margins expanded by 90 basis points. The company raised full-year revenue guidance and announced three strategic acquisitions. Key segments like Power & Utilities and Buildings saw significant growth, with data center revenue doubling. The company also highlighted its focus on technology, AI, and cross-selling to drive profitability and growth.