EastGroup Properties appears to be compounding its develop-to-own Sunbelt industrial platform, with revenue rising 9.5% year-over-year to $199.4M in 2026Q3 and FFO per share climbing 46% from $1.74 in 2024Q4 to $2.54, while total assets expanded from $4.7B to $5.8B funded by a $0.8B equity build versus only $0.2B of…
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Revenue reached $199.4M in 2026Q3 on 9.5% year-over-year growth with a 74.0% NOI margin, though the swing to a 15.1% NOI margin in 2026Q1 suggests reported profitability remains distorted by timing effects that warrant further investigation.
EastGroup Properties specializes in the development, acquisition, and operation of industrial properties in high-growth U.S. markets, particularly in Texas, Florida, California, Arizona, and North Carolina. This focus on the Sunbelt region benefits from structural U.S. population growth and migration, driving demand for modern industrial and logistics properties.
The company is experiencing strong demand for its industrial spaces, evidenced by a significant increase in the pre-leased percentage for its development projects. Occupancy rates for the operating portfolio have averaged 96.1% in Q1 2026, showing a year-over-year increase.
EastGroup Properties has demonstrated consistent FFO (Funds From Operations) growth, with an 8.5% year-over-year increase in Q1 2026. The company has also increased its FFO per share guidance for 2026, indicating strong financial performance.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 21, 2026 | $1.46+7.4% vs $1.36 | $199M+1.0% vs $198M |
Q3 2026 Jul 22, 2026 | $1.40+6.9% vs $1.31 | $193M-0.1% vs $194M |
Q2 2026 Apr 22, 2026 | $1.77+47.5% vs $1.20 | $190M-0.2% vs $191M |
Q1 2026 Feb 4, 2026 | $1.27-45.5% vs $2.33 | $187M+1.2% vs $185M |
EastGroup Properties, Inc. (NYSE: EGP - Get Free Report) CFO Staci Tyler sold 1,600 shares of the business's stock in a transaction on Friday, October 23rd. The shares were sold at an average price of $201.69, for a total value of $322,704.00. Following the sale, the chief financial officer owned 13,584 shares in the company, valued
U.S. markets remained unsettled as cracks emerged in the AI investment boom, while another oil-price surge complicated the inflation outlook ahead of Wednesday's Fed decision. Treasury yields fell for a third straight week as AI-related risk-off flows strengthened, with markets now assigning just 10% odds of an October hike despite still-elevated energy prices. REITs rallied for a third-straight week as earnings opened on an encouraging note: 15 REITs raised full-year FFO guidance, reinforcing the view that fundamentals remain healthier than recent price action.
Warehouse landlords are raising rents, cutting deals, and collecting checks while most investors overlook the industrial corner of the REIT market. Four names stand out, but one carries a risk hiding behind its highest yield.
EastGroup Properties NYSE: EGP raised its full-year funds-from-operations guidance after reporting third-quarter results that exceeded its prior outlook, supported by stronger same-property net operating income, occupancy and leasing activity.
Benchmark EGP against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for EastGroup Properties, Inc. (EGP)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $193.81 | $10.42B | 32.99 | 12.97% | 41.05% | 8.9% | 2.92% | |
| $53.76 | $7.13B | 19.95 | 8.58% | 46.12% | 12.6% | 3.25% | |
| $37.80 | $8.64B | -17.97 | 7.13% | -47.79% | -5.64% | 4.69% | |
| $36.60 | $7.06B | 26.24 | 10.14% | 29.88% | 7.29% | 4.12% | |
| $61.18 | $3.55B | 29.75 | -2.3% | 34.31% | 5.99% | 4.58% | |
| $66.41 | $7.06B | 20.57 | 24.51% | 68.1% | 8.1% | 2.99% |
EastGroup Properties, Inc. (EGP) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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EastGroup Properties, Inc. (EGP) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 21, 2026·SEC
Oct 1, 2026·SEC
Jul 22, 2026·SEC
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EastGroup Properties, Inc. (EGP) stock FAQ — growth, dividends, profitability & financials explained
EastGroup Properties, Inc. (EGP) reported $770.5M in revenue over the trailing twelve months. Revenue was $721.3M in fiscal year 2025. That is 1714% more than the $39.8M of fiscal year 1996.
EastGroup Properties, Inc. (EGP) grew revenue by 10.7% over the trailing twelve months, compared with the twelve months before.
Yes. EastGroup Properties, Inc. (EGP) earned $316.3M in net income over the trailing twelve months (a 41.0% net margin).
Yes. EastGroup Properties, Inc. (EGP) pays a dividend that yields 2.92% at the current price, a moderate yield.
EastGroup Properties, Inc. (EGP) had a return on equity (ROE) of 8.9% over the trailing twelve months. That is below the market's typical 10-15%.
EastGroup Properties, Inc. (EGP) generated Funds From Operations (FFO) of $543.5M in the trailing twelve months. FFO is the primary profitability metric for REITs.
