Stag Industrial, Inc. reports results on Tuesday 27 October, after the market closes. Revenue over the twelve months to Q2 2026 was $880.6 million, which rose 9.6% on the year before.
Source: reported quarterly EPS and aggregated third-party estimates. Historical surprises are context, not a forecast.
View chart data
| Period | Reported EPS | Analysts' estimate |
|---|---|---|
| Sep '25 | $0.26 | $0.26 |
| Dec '25 | $0.25 | $0.24 |
| Mar '26 | $0.24 | $0.24 |
| Jun '26 | $0.28 | $0.27 |
What analysts expect
The average revenue estimate for the quarter is $227.3 million. The analysts’ average estimate for full-year EPS is $1.10, which would be down 24.8% on last year (based on 12 analysts). Of the analysts’ recommendations, 5 are positive, 6 neutral and 1 negative.
Earnings surprise model
The model estimates EPS could land above the analysts’ average estimate by 1.4%. Its estimated chance of an EPS beat is 75.0%, based on the last 4 quarters. The model shrinks the median recent surprise toward zero and uses a neutral prior for beat frequency; this small sample is a reference estimate, not company guidance.
Track record against estimates
The company reported EPS above the analysts’ average estimate in 4 of the last 4 quarters. Last quarter, EPS of $0.28 compared with an estimate of $0.27, above it by 3.6%.
The trends going in
Profit and cash are telling different stories: earnings rose while cash flow fell. That growth rate was down 0.4 percentage points on the rate a quarter earlier. The trailing net margin was 28.1%. Net income over the twelve months was $247.0 million, which rose 5.5% on the year before.
The cash picture
Investment is rising faster than operating cash flow, squeezing what is left for shareholders. Operating cash flow over the twelve months was $476.4 million, up 6.3% on the year before. Capital spending was $276.7 million, or 31.4% of revenue. Free cash flow, operating cash flow less capital spending, was $199.7 million, down 33.0% on the year before. Free cash flow was 22.7% of revenue (the free-cash-flow margin), down 14.4 percentage points from a year earlier. The average diluted share count rose 2.5% over the year.
How today compares
In the context of past results: today’s free-cash-flow margin of 22.7% is below every one of the company’s own past quarterly readings, which have ranged from 30.6% to 55.5%. Today’s twelve-month revenue growth rate of 9.6% is higher than 31% of past readings (7.5% to 20.1%).
Questions this report will answer
Whether the slowdown in revenue growth continues. Whether results land above or below the analysts’ expectations set out above. Alongside that, whether margins hold at the trailing levels above. The next filing will show whether the trends above continue, slow or reverse.
The valuation angle
Our model translates these figures into value. In our model, growth 5 percentage points lower would lower the value by 43.0%, and 5 percentage points higher would raise it by 55.9%. A free-cash-flow margin 1 percentage point lower would lower it by 5.0%.
