Douglas Emmett, Inc. is a fully integrated, self-administered and self-managed real estate investment trust , and one of the largest owners and ...
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Est. EPS $-0.04 · Revenue $254.36M · 3 analysts
Est. EPS $-0.04 · Revenue $256.65M · 3 analysts
Est. EPS $-0.13 · Revenue $1.02B · 4 analysts
Est. EPS $-0.07 · Revenue $234.60M · 1 analysts
$0.76 per share
$0.76 per share
EPS $-0.02 · Revenue $256.55M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $1.0B | +1.8% | +2.2% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $16.3M | -30.8% | -7.3% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +63.4% | -1.8% | -0.8% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +19.0% | -9.5% | +0.6% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +1.6% | -32.0% | -5.0% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $194.5M | +14.9% | +34.8% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +19.4% | +12.9% | +31.8% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 292.3% | +9.2% | +4.7% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 3.05x | -36.6% | -16.2% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $9.3B | -1.2% | +2.7% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.10 vs 0.08 | +24.7% | -0.02 vs -0.04 | +62.1% |
| Revenue Surprise | $1.0B vs $1.0B | -0.3% | $256.5M vs $254.4M | +0.9% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Feb 13, 2026 | Kaplan Jordan L | director, officer: Chairman and CEO | Common Stock | A | 98,000 | $10.18 |
| Dec 15, 2025 | Panzer Kenneth M | director, officer: President and COO | Long Term Incentive Plan Units | A | 1,000,000 | — |
| Dec 15, 2025 | Kaplan Jordan L | director, officer: Chairman and CEO | Long Term Incentive Plan Units | A | 1,000,000 | — |
| Dec 15, 2025 | Wang Shirley | director | Long Term Incentive Plan Units | A | 18,852 | — |
| Dec 15, 2025 | Dominguez Dorene | director | Long Term Incentive Plan Units | A | 18,852 | — |
Operator: Ladies and gentlemen, thank you for standing by. Welcome to Douglas Emmett Quarterly Earnings Call. Today's call is being recorded. At this time, all participants are in listen only mode. After management's prepared remarks, you will receive instructions for participating in the question and answer session. I will now turn the conference over to Stuart McElhinney, Vice President of Investor Relations for Douglas Emmett. Stuart McElhinney: Thank you. Joining us today on the call are Jordan L. Kaplan, our Chairman and CEO Kevin Andrew Crummy, our CIO and Peter D. Seymour, our CFO. This call is being webcast live from our website and will be available for replay during the next 90 days. You can also find our earnings package at the Investor Relations section of our website. You can find reconciliations of non GAAP financial measures discussed during today's call in the earnings package. During this call, we will make forward looking statements. These forward looking statements are based on the beliefs of assumptions made by and information currently available to us. Our actual results will be affected by known and unknown risks, trends, uncertainties and factors that are beyond our control or ability to predict. Although we believe that our assumptions are reasonable, they are not guarantees of future performance and some will prove to be incorrect. Therefore, our actual future results can be expected to differ from our expectations and those differences may be material. For a more detailed description of some potential risks, please refer to our SEC filings which can be found in the Investor Relations section of our website. When we reach the question and answer portion in consideration of others, please limit yourself to 1 question and 1 follow-up. Thank you. Will now turn the call over to Jordan. Jordan L. Kaplan: Good morning and thank you for joining us. We had a very active quarter and made real progress on all 4 of our strategic priorities. Our leasing up our office portfolio, acquiring properties at attractive pricing, redeveloping properties to maximize value and refinancing upcoming debt maturities. We signed 960 thousand square feet of office leases. With a good mix of new and renewal deals. And achieved positive absorption of approximately 60 thousand square feet. Healthy office rents and low concessions helped us sign new leases that were 3% more valuable than the expiring leases they replaced. Of course, most of the positive impact of this leasing will occur over the next 12 months. Our apartment portfolio remains fully leased increasing rents. On the acquisition front, we and a few of our joint venture partners acquired an extremely well leased block of prime Beverly Hills medical office properties. Our redevelopment efforts are exceeding expectations Studio Plaza in Burbank, is now leased well over 50% So we have moved it from development to in service. Our apartment redevelopment projects are on track to add over 1 …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Jordan L. Kaplan | CEO & Chairman | USD 842,069 | Male | 1961 | Active |
Kenneth Panzer | President, COO & Director | USD 835,480 | Male | 1960 | Active |
Kevin Andrew Crummy | Chief Investment Officer | USD 763,000 | Male | 1966 | Active |
Peter D. Seymour | Chief Financial Officer | USD 563,000 | Male | 1968 | Active |
Michele Aronson | Executive Vice President, General Counsel & Secretary | USD 463,000 | Female | 1970 | Active |
Allan Golad | Senior Vice President of Property Management | — | Male | 1955 | Active |
Michael J. Means | Senior Vice President of Commercial Leasing | — | Male | 1961 | Active |
Stuart McElhinney | Vice President of Investor Relations | — | Male | — | Active |
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Douglas Emmett NYSE: DEI reported a busy second quarter marked by stronger office leasing, a Beverly Hills medical-office acquisition, progress on redevelopment projects and more than $800 million of debt refinancing.
Douglas Emmett, Inc. (DEI) Q2 2026 Earnings Call Transcript
