Latest Earnings Results: Q3 '26
Estimated EPS
$0.35
Reported EPS
$0.41
Surprise
+16.98%
Estimated Rev
$190.43M
Reported Rev
$193.48M
Surprise
+1.6%
• Reported GAAP EPS of $0.41 up 10.81% YoY • Reported revenue of $208.76M up 10.58% YoY • COPT Defense Properties raised 2026 adjusted diluted FFO per share midpoint to $2.80; 2026 diluted EPS guidance is $1.43$1.45, and Same Property cash NOI growth midpoint is 4.25%.
Bullish Takeaway
COPT Defense Properties reported higher adjusted FFO per share year over year, 842K of quarterly leasing, and rent increases; management cited strong specialized-space demand and committed $88M to two Huntsville developments.
Bearish Takeaway
COPT Defense Properties lowered 2026 tenant-retention guidance to 80% amid strategic space recaptures; quarterly interest expense rose, fixed-charge coverage fell, and Defense/IT occupancy and leasing were below December 2025 levels.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $0.36 | -- | -- | N/A |
Q3 '26 | $0.35 | $0.41 | 16.98% | BEAT |
Q2 '26 | $0.33 | $0.40 | 21.62% | BEAT |
Q1 '26 | $0.33 | $0.34 | 2.81% | BEAT |
Q4 '25 | $0.33 | $0.33 | 0.29% | BEAT |