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CUCUZ

What Cousins Properties promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

13 of 13 judged targets kept · 11 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
A 49th consecutive quarter of positive second-generation cash rent roll-up in Q2 2026announcing our 49th consecutive quarter of a positive cash rent roll-upMar 2026Jun 2026:Our cash rent roll-up on second-generation leasing was 9.2%, which marks 49 consecutive quarters of positive rent roll-ups
Call transcript, Jun 2026 · no direct link
Achieved
Full-year 2026 FFO per share$2.87 to $2.97 per share, midpoint $2.92Dec 2025Jun 2026:We currently anticipate full year '26 FFO between $2.92 and $2.98 per share with a midpoint of $2.95
Call transcript, Jun 2026 · no direct link
Revised Up
201 North Tryon redevelopment, approximately $40 million, complete in Q1 2027approximately $40 million with an anticipated completion in the first quarter of 2027Sep 2025Jun 2026:is progressing well, and we still expect substantial completion during the first quarter of 2027
Call transcript, Jun 2026 · no direct link
On Track

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open Cousins Properties’s full ledger

A free account opens 5 company ledgers a month. All 24 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 24 tracked commitments for Cousins Properties

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.