Ryman Hospitality Properties (RHP) came out with quarterly funds from operations (FFO) of $2.38 per share, beating the Zacks Consensus Estimate of $2.22 per share. This compares to FFO of $2.15 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of +7.12%. A quarter ago, it was expected that this hotel and resort real estate investment trust would post FFO of $1.59 per share when it actually produced FFO of $1.63, delivering a surprise of ...

Core Viewpoint - Cousins Properties reported quarterly funds from operations (FFO) of $0.71 per share, matching the Zacks Consensus Estimate and showing an increase from $0.69 per share a year ago [1] - The company also posted revenues of $253.34 million for the quarter, exceeding the Zacks Consensus Estimate by 0.49% and up from $220.22 million year-over-year [2] Financial Performance - The FFO of $0.71 per share is consistent with the previous quarter's expectations, where it was anticipated to be $0.69 per share [1] - Over the last four quarters, Cousins Properties has surpassed consensus FFO estimates only once [1] - The company has exceeded consensus revenue estimates three times in the last four quarters [2] Market Performance - Cousins Properties shares have increased by approximately 0.8% since the beginning of the year, compared to a 0.5% gain in the S&P 500 [3] - The stock's future price movement will largely depend on management's commentary during the earnings call [3] Future Outlook - The current consensus FFO estimate for the upcoming quarter is $0.71, with projected revenues of $251.73 million, and for the current fiscal year, the estimate is $2.92 on $1.02 billion in revenues [7] - The estimate revisions trend for Cousins Properties was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The REIT and Equity Trust - Other industry, to which Cousins Properties belongs, is currently ranked in the bottom 28% of over 250 Zacks industries, suggesting potential challenges ahead [8]

Financial Performance - FrontView REIT, Inc. reported quarterly funds from operations (FFO) of $0.32 per share, exceeding the Zacks Consensus Estimate of $0.30 per share, and up from $0.22 per share a year ago, representing an FFO surprise of +6.67% [1] - The company posted revenues of $16.8 million for the quarter ended September 2025, which missed the Zacks Consensus Estimate by 1.42%, compared to year-ago revenues of $14.53 million [2] Market Performance - FrontView REIT, Inc. shares have declined approximately 24.9% since the beginning of the year, while the S&P 500 has gained 16.4% [3] - The company has surpassed consensus FFO estimates three times over the last four quarters, but has only topped consensus revenue estimates once in the same period [2] Future Outlook - The current consensus FFO estimate for the upcoming quarter is $0.30 on revenues of $17.21 million, and for the current fiscal year, it is $1.21 on revenues of $68.05 million [7] - The estimate revisions trend for FrontView REIT, Inc. was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The REIT and Equity Trust - Other industry is currently ranked in the top 27% of over 250 Zacks industries, suggesting that stocks in the top 50% of Zacks-ranked industries outperform those in the bottom 50% by more than 2 to 1 [8]

Financial Performance - Lineage, Inc. reported quarterly funds from operations (FFO) of $0.85 per share, exceeding the Zacks Consensus Estimate of $0.78 per share, but down from $0.90 per share a year ago, representing an FFO surprise of +8.97% [1] - The company posted revenues of $1.38 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.49%, compared to $1.34 billion in the same quarter last year [2] Market Performance - Lineage, Inc. shares have declined approximately 35.6% since the beginning of the year, while the S&P 500 has gained 15.1% [3] - The current consensus FFO estimate for the upcoming quarter is $0.82 on revenues of $1.38 billion, and for the current fiscal year, it is $3.27 on revenues of $5.37 billion [7] Industry Outlook - The REIT and Equity Trust - Other industry, to which Lineage, Inc. belongs, is currently ranked in the top 34% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Core Insights - Digital Realty Trust (DLR) reported quarterly funds from operations (FFO) of $1.89 per share, exceeding the Zacks Consensus Estimate of $1.78 per share, and up from $1.67 per share a year ago, representing an FFO surprise of +6.18% [1] - The company achieved revenues of $1.58 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.65%, compared to $1.43 billion in the same quarter last year [2] - Digital Realty Trust has consistently surpassed consensus FFO estimates over the last four quarters, achieving this four times [2] Financial Performance - The FFO for the previous quarter was $1.87 per share, which was also above the expected $1.74 per share, resulting in a surprise of +7.47% [1] - The current consensus FFO estimate for the upcoming quarter is $1.79 on revenues of $1.54 billion, and for the current fiscal year, it is $7.21 on revenues of $5.97 billion [7] Market Position - Digital Realty Trust shares have underperformed the market, losing about 2.8% since the beginning of the year, while the S&P 500 has gained 13.9% [3] - The Zacks Industry Rank places the REIT and Equity Trust - Other sector in the top 34% of over 250 Zacks industries, indicating a favorable industry outlook [8] Future Outlook - The sustainability of the stock's price movement will depend on management's commentary during the earnings call and the trends in estimate revisions [3][4] - The estimate revisions trend for Digital Realty Trust was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, suggesting it is expected to outperform the market in the near future [6]

Core Insights - Emerald Holding, Inc. (NYSE:EEX) specializes in organizing trade shows and conferences, playing a significant role in connecting businesses and fostering industry growth [1] - EEX's Return on Invested Capital (ROIC) is 2.91%, which is lower than its Weighted Average Cost of Capital (WACC) of 9.06%, indicating inefficiency in generating sufficient returns on investments [2][5] - Comparative analysis shows that peers like Byline Bancorp, Inc. and WideOpenWest, Inc. also struggle with their ROIC to WACC ratios, while Hamilton Beach Brands Holding Company and Clipper Realty Inc. demonstrate more efficient capital utilization [5] Financial Performance - EEX's ROIC to WACC ratio is 0.32, indicating that it is not generating sufficient returns on its investments relative to its cost of capital [2] - Byline Bancorp, Inc. has a negative ROIC of -2.04% against a WACC of 12.86%, resulting in a ROIC to WACC ratio of -0.16 [3] - WideOpenWest, Inc. shows a slight improvement with a ROIC of 0.44% and a WACC of 6.51%, leading to a ROIC to WACC ratio of 0.07 [3] Peer Comparison - Hamilton Beach Brands Holding Company has a ROIC of 15.13% and a WACC of 4.03%, resulting in a ROIC to WACC ratio of 3.75, indicating efficient capital utilization [4] - Clipper Realty Inc. stands out with a ROIC of 41.74% and a WACC of 1.88%, achieving a remarkable ROIC to WACC ratio of 22.16, showcasing its exceptional capital efficiency [4][5]

分组1 - Innovative Industrial Properties (IIPR) reported quarterly funds from operations (FFO) of $1.71 per share, exceeding the Zacks Consensus Estimate of $1.61 per share, but down from $2.29 per share a year ago, representing an FFO surprise of +6.21% [1] - The company posted revenues of $62.89 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.52%, but down from $79.79 million year-over-year [2] - Over the last four quarters, the company has surpassed consensus revenue estimates three times [2] 分组2 - The stock has underperformed, losing about 21.5% since the beginning of the year, compared to the S&P 500's gain of 7.1% [3] - The current consensus FFO estimate for the coming quarter is $1.62 on revenues of $63.46 million, and for the current fiscal year, it is $6.80 on revenues of $261.76 million [7] - The Zacks Industry Rank for REIT and Equity Trust - Other is currently in the top 40% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

Core Insights - Value investing remains a preferred strategy for identifying strong stocks across various market conditions [2] - Zacks has developed a Style Scores system to identify stocks with specific traits, particularly in the Value category [3] - Apple Hospitality REIT (APLE) and Clipper Realty (CLPR) are highlighted as strong value stocks currently [4][8] Company Analysis: Apple Hospitality REIT (APLE) - APLE has a Zacks Rank of 2 (Buy) and an A for Value, indicating strong potential [4] - The stock's P/E ratio is 7.86, significantly lower than the industry average of 15.47 [4] - APLE's Forward P/E has fluctuated between 6.69 and 10.85 over the past 12 months, with a median of 8.84 [4] - The P/B ratio stands at 0.87, compared to the industry's average of 1.77, indicating solid valuation [5] - Over the past year, APLE's P/B has ranged from 0.79 to 1.19, with a median of 1.05 [5] - The P/S ratio is 1.92, well below the industry's average of 3.8, suggesting undervaluation [6] - APLE's P/CF ratio is 7.37, compared to the industry's average of 15.28, indicating attractive cash flow valuation [7] - The P/CF has varied from 6.68 to 9.97 over the past year, with a median of 8.68 [7] Company Analysis: Clipper Realty (CLPR) - CLPR also holds a Zacks Rank of 2 (Buy) and a Value Score of A, indicating strong value characteristics [8] - The P/B ratio for CLPR is -1.06, contrasting with the industry's price-to-book ratio of 1.77 [8] - Over the past 12 months, CLPR's P/B has ranged from -19.36 to -1.06, with a median of -4.95 [8] Conclusion - Both APLE and CLPR are identified as impressive value stocks, likely undervalued based on their financial metrics and earnings outlook [9]

Core Insights - Park Hotels & Resorts reported quarterly funds from operations (FFO) of $0.64 per share, exceeding the Zacks Consensus Estimate of $0.57 per share, but slightly down from $0.65 per share a year ago, indicating a FFO surprise of +12.28% [1] - The company posted revenues of $672 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 0.16% and down from $686 million year-over-year [2] - Park Hotels & Resorts shares have declined approximately 23.2% year-to-date, contrasting with the S&P 500's gain of 8.2% [3] Company Performance - Over the last four quarters, Park Hotels & Resorts has surpassed consensus FFO estimates two times and topped consensus revenue estimates two times [2] - The current consensus FFO estimate for the upcoming quarter is $0.46 on revenues of $639.21 million, and for the current fiscal year, it is $1.94 on revenues of $2.58 billion [7] Industry Context - The REIT and Equity Trust - Other industry, to which Park Hotels & Resorts belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in estimate revisions, which can impact investor sentiment and stock performance [5]

Group 1 - Pebblebrook Hotel reported quarterly funds from operations (FFO) of $0.65 per share, exceeding the Zacks Consensus Estimate of $0.58 per share, but down from $0.69 per share a year ago, representing an FFO surprise of +12.07% [1] - The company achieved revenues of $407.54 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.72% and up from $397.11 million year-over-year [2] - Pebblebrook Hotel has consistently surpassed consensus FFO estimates over the last four quarters [2] Group 2 - The stock has underperformed, losing about 21.9% since the beginning of the year, while the S&P 500 has gained 8.6% [3] - The future performance of Pebblebrook Hotel's stock will depend on management's commentary during the earnings call and the outlook for FFO [3][4] - The current consensus FFO estimate for the upcoming quarter is $0.52 on revenues of $404.6 million, and for the current fiscal year, it is $1.42 on revenues of $1.48 billion [7] Group 3 - The Zacks Industry Rank places the REIT and Equity Trust - Other sector in the top 34% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research shows a strong correlation between near-term stock movements and trends in estimate revisions, which can impact Pebblebrook Hotel's stock performance [5][6]