PECO Q2 earnings — Revenue +6% YoY · EPS +248% YoY · EBIT -100% YoYPECO Q2 财报 — 营收 +6% YoY · EPS +248% YoY · EBIT -100% YoY
PECO Q2 2026 SEC Filing Earnings Details
Phillips Edison & Co. (ticker: PECO) filed SEC 8-K Item 2.02 at 16:24:58 on July 23, 2026, reporting Q2 2026 (ending June 30, 2026) financial results: revenue rose 6.0% YoY to $188.47 million, diluted EPS jumped 247.8% YoY to $0.32, but EBIT fell 100% YoY to $0 (from $43 million in the year-ago quarter). Full filing details are available via the official SEC portal link.
Operating Leverage Analysis
While revenue posted a 6.0% YoY gain, EBIT collapsed from $43 million in Q2 2025 to $0 in the current quarter, compressing margins from approximately 24.2% to 0%. This creates a stark contrast to the strong EPS growth, suggesting either non-operational factors boosted per-share earnings or a sharp rise in operating costs erased the benefits of revenue growth.
Forward Outlook
No forward guidance for subsequent quarters was included in the 8-K filing, so no quantitative performance expectations for future periods are available from this disclosure.
Cross-Reference to Historical Signals
Consistent with prior SEC filings: On May 14, 2026, nine PECO directors including Leslie T. Chao and Parilee Edison Wang were granted 2,901 restricted stock units each with a $0 exercise price; Parilee Edison Wang also completed a tax-exempt stock transaction of 3,290 shares on May 4, 2026. As of December 31, 2025, PECO had 412 institutional holders holding 87.5% of the float, an increase of 11 holders from the prior period, with 61 new positions and 214 increased positions. Analyst ratings have been unchanged for three months, split evenly as 7 Buy and 7 Hold.
Uncovered Details from This Signal
1. Segment-specific revenue breakdowns; 2. Specific drivers of the sharp EPS growth; 3. Core retail REIT operating metrics such as property occupancy rates.
Follow-up Markers
Watch for PECO’s Q2 2026 10-Q filing, which will provide full balance sheet data, segmented performance details, and a full breakdown of EPS components. Additional tracking points include subsequent institutional position changes and analyst rating adjustments.
PECO 2026年第二季度SEC备案财报细节
Phillips Edison & Co.（股票代码：PECO）于2026年7月23日16:24:58提交SEC 8-K表格第2.02项，正式披露2026年第二季度（截至6月30日）财务业绩：营收同比增长6.0%至1.8847亿美元，摊薄每股收益同比增长247.8%至0.32美元，但息税前利润（EBIT）同比暴跌100%至0美元（去年同期4300万美元）。完整备案内容可通过SEC官方链接查阅。
运营杠杆分析
本季度营收实现6.0%的同比增长，但EBIT从去年同期的4300万美元降至0，利润率从约24.2%压缩至0%，与每股收益的强劲增长形成鲜明反差，暗示当季或存在非经营性因素推高每股收益，或运营成本大幅攀升抵消了营收增长的正面影响。
未来业绩指引
本次8-K备案未披露任何后续季度业绩指引，市场参与者无法从本次披露中获取未来业绩预期范围。
交叉参考历史信号
结合此前披露的备案数据：2026年5月14日，包括Leslie T. Chao、Parilee Edison Wang在内的9名PECO董事各获得2901股股权激励股份（行权价为0美元）；Parilee Edison Wang还在2026年5月4日完成3290股的免税股票交易。截至2025年12月31日，PECO共有412家机构持有者，持股占流通股的87.5%，较此前增加11家，其中61家新建头寸、214家增持。分析师评级近三个月无变化，均为7家买入、7家持有。
未覆盖的细节
1. 细分业务收入明细；2. 每股收益大幅增长的具体驱动因素；3. 零售物业出租率等核心运营指标。
后续关注
需等待PECO披露2026年第二季度10-Q表格，以获取完整的资产负债表、细分业务数据及每股收益拆解细节，同时跟踪后续机构持仓变化与分析师评级调整。
This analysis was generated by InvestLog AI based on SEC filings, Form 4 insider transactions, Form 144 planned-sale notices, 13F institutional holdings, analyst ratings, and market data. It is for informational purposes only and does not constitute investment advice.这篇研究由 InvestLog AI 基于 SEC 披露、Form 4 内部人交易、Form 144 计划减持、13F 机构持仓、分析师评级和市场数据生成。内容仅供参考，不构成投资建议。