EastGroup 三季度每股收益升至1.46美元：工业地产出租率97.3%，股息上调12.9%至1.75美元
工业地产投资信托 EastGroup Properties（NYSE: EGP）经 PR Newswire 宣布2026年第三季度业绩：普通股每股收益（摊薄）1.46美元，高于去年同期的1.26美元；运营资金（FFO，不含非自愿转换收益与业务中断理赔）每股2.45美元，同比增长7.9%，去年同期为2.27美元。
同店表现方面，剔除租约终止收入后，同店物业净营业收入按直线法增长5.3%、按现金法增长7.1%。截至2026年9月30日，公司运营组合出租率97.3%、入住率96.5%；三季度月末平均入住率96.1%，去年同期为95.7%。新签与续签租约的租金按直线法平均上涨36.3%。三季度物业净营业收入为1.479亿美元，去年同期为1.344亿美元。
资本运作方面，公司签订远期股权出售协议约4.86亿美元，初始加权平均远期价格为每股202.06美元；三季度新开工4个开发项目和1个再开发项目，合计99.8万平方英尺，预计总成本约1.62亿美元；收购2处运营物业（53.1万平方英尺）及107英亩开发用地，约1.64亿美元。季后又收购3处运营物业（103.1万平方英尺）及25英亩开发用地，约2.62亿美元。公司宣布第187个连续季度现金股息，股息每股上调0.20美元（涨幅12.9%）至1.75美元。
首席执行官 Marshall Loeb 表示，团队和组合本季度及今年以来的表现超出预期，租赁环境比头条新闻所暗示的稳定得多。总裁 Reid Dunbar 表示，持续的租赁势头让公司有信心把全年开发开工额上调至3.9亿美元，并把收购指引上调至3.6亿美元。
EastGroup 是一家专注于浅湾、最后一英里、高增长市场工业物业的房地产投资信托，在美国多个市场开发、收购并运营配送设施。
EastGroup Q3 EPS Rises to $1.46 as Industrial Portfolio Reaches 97.3% Leased; Dividend Raised 12.9%
Industrial real estate investment trust EastGroup Properties, Inc. (NYSE: EGP) announced results for the third quarter of 2026 via PR Newswire: net income attributable to common stockholders of $1.46 per diluted share, compared with $1.26 per diluted share for the third quarter of 2025. Funds from operations (FFO), excluding gain on involuntary conversion and business interruption claims, were $2.45 per diluted share, up 7.9% from $2.27 a year earlier.
Same-property net operating income, excluding income from lease terminations, increased 5.3% on a straight-line basis and 7.1% on a cash basis. The operating portfolio was 97.3% leased and 96.5% occupied as of September 30, 2026, and average month-end occupancy was 96.1% for the quarter, versus 95.7% a year earlier. Rental rates on new and renewal leases increased an average of 36.3% on a straight-line basis. Property net operating income was $147.9 million, compared with $134.4 million in the prior-year quarter.
On capital activity, the company entered into forward equity sale agreements for approximately $486 million at an initial weighted average forward price of $202.06 per share; started construction of four development projects and one redevelopment project totaling 998,000 square feet with projected total costs of approximately $162 million; and acquired two operating properties containing 531,000 square feet and 107 acres of development land for approximately $164 million. Subsequent to quarter-end, it acquired three operating properties containing 1,031,000 square feet and 25 acres of development land for approximately $262 million. The company declared its 187th consecutive quarterly cash dividend, increasing it by $0.20 per share (12.9%) to $1.75 per share.
CEO Marshall Loeb said the team and the portfolio performed ahead of expectations this quarter and so far this year, and that the leasing environment has been much more stable than headlines would lead one to expect. President Reid Dunbar said continued leasing momentum gave the company confidence to raise development starts to $390 million for the year and increase acquisition guidance to $360 million.
EastGroup is a real estate investment trust focused on the development, acquisition and operation of industrial properties in major Sunbelt markets, with an emphasis on shallow-bay, last-mile facilities in high-growth markets.
来源：GSM·美国（原文链接）
图片来源：物流配送中心内部（资料图）。Rsherwin 摄，CC BY-SA 4.0，经 Wikimedia Commons 取用 / Inside a logistics distribution center (file photo). Photo by Rsherwin, CC BY-SA 4.0, via Wikimedia Commons
