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Jun 30, 2025
STAG Q2 2025 Earnings Report
STAG Industrial reported solid operational results in Q2 2025 with increased rental income, steady leasing momentum, and high portfolio occupancy.
Key Takeaways
STAG Industrial delivered stable performance in Q2 2025, achieving strong leasing activity, growth in Cash NOI and Core FFO, and maintaining high occupancy across its portfolio.
Achieved net income of $49.96 million and Core FFO per share of $0.63
Cash NOI rose to $161.7 million, driven by stable leasing activity
Occupancy remained high at 96.3% portfolio-wide
Cash rent change for new and renewal leases reached 24.6%
Forward Guidance
Management expects continued leasing strength, disciplined capital deployment, and operational stability for the remainder of 2025.
Positive Outlook
- High leasing volume addressed 90.8% of 2025 leasing pipeline
- Cash rent spreads remain favorable
- Strong liquidity position supports future investment
- Credit rating upgraded by Moody's
- Stable Core FFO growth continues
Challenges Ahead
- Year-over-year net income declined
- Dispositions slightly reduced asset base
- Interest expense remains elevated
- No new acquisitions pending near term
- Retention rate declined vs. prior quarters
Historical Earnings Impact
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Avg. Return Before/After Earnings
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