Here's What Key Metrics Tell Us About Federal Realty Investment Trust (FRT) Q4 Earnings

Core Insights - Federal Realty Investment Trust (FRT) reported a revenue of $336.05 million for the quarter ended December 2025, marking a year-over-year increase of 7.9% and exceeding the Zacks Consensus Estimate of $328.96 million by 2.15% [1] - The earnings per share (EPS) for the same period was $1.84, compared to $0.75 a year ago, although it fell short of the consensus EPS estimate of $1.86 by 0.97% [1] Revenue Breakdown - Mortgage interest income was reported at $0.28 million, matching the five-analyst average estimate with no year-over-year change [4] - Rental income from percentage rents was $6.91 million, exceeding the $6.36 million average estimate and reflecting a year-over-year increase of 21.1% [4] - Other lease-related rental income was reported at $6.71 million, which was below the three-analyst average estimate of $8.97 million, showing a significant year-over-year decline of 50.6% [4] - Total rental income was $327.54 million, surpassing the three-analyst average estimate of $323.79 million, with a year-over-year increase of 7.8% [4] - Cost reimbursement revenue was $67.55 million, exceeding the three-analyst average estimate of $64.73 million, representing a year-over-year increase of 13.2% [4] Stock Performance - Shares of Federal Realty Investment Trust have returned +4.8% over the past month, contrasting with the Zacks S&P 500 composite's -0.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]