Jun 2026 (Q2 FY26) — Jul 24, 2026
Phillips Edison & Company Q2 FY26 — Strong Leasing, Increased Acquisition Guidance, and Positive Outlook
Read the full callPhillips Edison & Company earnings: last reported Fri, 24 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 190 | +6.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Net profit | 41.1 | +221.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $34.74 on 22 Oct 2025 → $38.36. High $44.01 (17 Jul 2026), low $33.84 (31 Oct 2025).
Overview
Call summaries
Phillips Edison & Company Q2 FY26 — Strong Leasing, Increased Acquisition Guidance, and Positive Outlook
Read the full callPhillips Edison & Company Q1 FY26 — Strong Operating Performance Drives Raised FFO Guidance
Read the full callEvery analysed call
Financials
Net profit, year on year: +222% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 166 | 173 | 178 | 178 | 183 | 188 | 191 | 190 |
| Interest | 25 | 25 | 26 | 28 | — | — | — | — |
| Net profit | 12 | 18 | 26 | 13 | 25 | 48 | 30 | 41 |
| EPS ($ per share) | 0.09 | — | 0.21 | 0.10 | 0.20 | — | 0.24 | 0.33 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 3 | 3 | 3 | — | 1 | 1 | 1 | 1 |
| Reserves | -692 | -947 | -999 | -1,091 | -1,170 | -1,248 | -1,332 | -1,379 |
| Total liabilities | 2,751 | 2,659 | 2,663 | 2,192 | 2,138 | 2,212 | 2,412 | 2,697 |
| Total assets | 5,163 | 4,828 | 4,679 | 4,669 | 4,735 | 4,866 | 5,046 | 5,286 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 153 | 227 | 211 | 263 | 291 | 291 | 335 | 348 |
| Cash from investing | -259 | 64 | -44 | -180 | -331 | -353 | -393 | -392 |
| Cash from financing | 162 | -280 | -130 | -99 | -58 | 54 | 58 | 79 |
| Net cash flow | 57 | 11 | 37 | -16 | -98 | -8 | -0 | 35 |
| Capital expenditure | -99 | -72 | -41 | -308 | -282 | -270 | -296 | -360 |
| Free cash flow | 54 | 155 | 169 | -45 | 9 | 21 | 38 | -12 |
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Leased rate Anchor | 98.4%And leased anchor occupancy remained strong at 98.4%, and leased inline occupancy remained high at 95%.Source: earnings call transcript | 98.4%Leased anchor occupancy remained strong at 98.4% and leased in-line occupancy was a record high 95.5%.Source: earnings call transcript | 0 pt |
| Leased rate Inline | 95%And leased anchor occupancy remained strong at 98.4%, and leased inline occupancy remained high at 95%.Source: earnings call transcript | 95.5%Leased anchor occupancy remained strong at 98.4% and leased in-line occupancy was a record high 95.5%.Source: earnings call transcript | +0.5 pt |
| Renewal rent spread | 21.2%During the first quarter, PECO delivered comparable renewal rent spreads of 21.2%.Source: earnings call transcript | 21.2%During the second quarter, PECO delivered comparable renewal rent spreads of 21.2%.Source: earnings call transcript | 0 pt |
| Retention rate | 88%So our retention rate this quarter was 88%.Source: earnings call transcript | 90%We're also retaining 90% of all of our Neighbors, and we're spending less than $1 a foot to keep those.Source: earnings call transcript | +2 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.
16 filings between Dec 31, 2025 and May 12, 2026.
Nobody bought or sold PECO on the open market in this window. The filings below are 10 awards and 6 tax withholdings.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| May 12, 2026 | CHAO LESLIE T Director | Award | 2,901 | $0 |
| May 12, 2026 | QUAZZO STEPHEN R Director | Award | 2,901 | $0 |
| May 12, 2026 | Wood Gregory S. Director | Award | 2,901 | $0 |
| May 12, 2026 | Strong John A. Director | Award | 2,901 | $0 |
| May 12, 2026 | Fischer Elizabeth Director | Award | 2,901 | $0 |
| May 12, 2026 | Silfen Jane Director | Award | 2,901 | $0 |
| May 12, 2026 | Terry Anthony E Director | Award | 2,901 | $0 |
| Mar 1, 2026 | Robison Jennifer L Chief Accounting Officer & SVP | Award | 3,564 | $0 |
| Mar 1, 2026 | Robison Jennifer L Chief Accounting Officer & SVP | Tax withheld | 891 | $35.0K |
| Mar 1, 2026 | Schlosser Joseph EVP, Chief Operating Officer | Tax withheld | 633 | $24.9K |
| Feb 4, 2026 | Robison Jennifer L Chief Accounting Officer & SVP | Award | 1,522 | $0 |
| Feb 4, 2026 | Robison Jennifer L Chief Accounting Officer & SVP | Tax withheld | 252 | $9.4K |
| Feb 4, 2026 | Schlosser Joseph EVP, Chief Operating Officer | Award | 1,018 | $0 |
| Feb 4, 2026 | Schlosser Joseph EVP, Chief Operating Officer | Tax withheld | 168 | $6.3K |
| Dec 31, 2025 | Schlosser Joseph EVP, Chief Operating Officer | Tax withheld | 314 | $11.2K |
| Dec 31, 2025 | Robison Jennifer L Chief Accounting Officer & SVP | Tax withheld | 470 | $16.7K |
| May 1, 2025 | Wood Gregory S. Director | Award | 3,290 | $0 |
| May 1, 2025 | Terry Anthony E Director | Award | 3,290 | $0 |
| May 1, 2025 | Strong John A. Director | Award | 3,290 | $0 |
| May 1, 2025 | Silfen Jane Director | Award | 3,290 | $0 |
| May 1, 2025 | QUAZZO STEPHEN R Director | Award | 3,290 | $0 |
| May 1, 2025 | CHAO LESLIE T Director | Award | 3,290 | $0 |
| May 1, 2025 | Fischer Elizabeth Director | Award | 3,290 | $0 |
| Mar 1, 2025 | Schlosser Joseph EVP, Chief Operating Officer | Tax withheld | 632 | $23.5K |
| Mar 1, 2025 | Robison Jennifer L Chief Accounting Officer & SVP | Award | 3,405 | $0 |
| Mar 1, 2025 | Robison Jennifer L Chief Accounting Officer & SVP | Tax withheld | 654 | $24.3K |
| Jan 29, 2025 | Robison Jennifer L Chief Accounting Officer & SVP | Award | 2,839 | $0 |
| Jan 29, 2025 | Robison Jennifer L Chief Accounting Officer & SVP | Tax withheld | 483 | $17.5K |
| Jan 1, 2025 | Robison Jennifer L Chief Accounting Officer & SVP | Tax withheld | 282 | $10.6K |
| Dec 31, 2024 | Robison Jennifer L Chief Accounting Officer & SVP | Tax withheld | 239 | $9.0K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Free account. Everything above stays public.
Write why you follow Phillips Edison & Company, Inc. and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading