STAG STAG Industrial (STAG) Q2 FY26 earnings call
Industrial fundamentals stabilized in Q2 FY26, driven by accelerating net absorption and a contracting development pipeline. STAG's portfolio is well-positioned, benefiting from diversified demand tailwinds including e-commerce, nearshoring, and data center operations. The company delivered strong leasing spreads and raised full-year guidance for FFO, same-store NOI, and acquisitions, reflecting confidence in the market trajectory and operational execution.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
STAG operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Retention rate | 69.5%Retention for the quarter was 69.5%, we are maintaining our retention guidance of 70% to 80% for the year.Source: earnings call transcript | 75.7%Retention for the quarter was 75.7%.Source: earnings call transcript | +6.2 pt |
| Occupancy rate Same-store | 96.6%So that resulted in 96.6% occupancy in the same store.Source: earnings call transcript | 96%So our spot occupancy at the end of Q2 in our same-store pool is 96%.Source: earnings call transcript | -0.6 pt |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.