MAC Earnings

MAC reported its FY2025Q3 earnings on 2025-11-04, showcasing a revenue of 253.26M against an estimate of 245.18M, resulting in a 3.3% surprise. The EPS was 0.35, surpassing the expected 0.36 by -2.78%. The stock experienced a -0.17% price change on the earnings day and a 1.02% change over the next five days, reflecting market reactions to the results.

Following MAC's FY2025Q3 earnings announcement on 2025-11-04, the stock price moved by -0.17% on the day of the release. Over the subsequent five days, it saw a 1.02% change. Historically, MAC's stock price tends to shift by an average of 0.88% in the 10 days leading up to earnings and -2.69% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate MAC's annual revenue to reach 237.95M, while the EPS is projected at -0.11. These estimates reflect recent revisions, with revenue estimates revised downward by -0.63% and EPS estimates revised downward by -0.31% over the past three months, indicating analyst expectation in the company's performance.

The correlation between MAC's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised downward by -0.63%, while EPS estimates moved revised downward by -0.31%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, MAC's stock price typically moves by 0.88% in the 10 days before its earnings and -2.69% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of -0.11 and revenue of 237.95M.

The earnings call shows strong leasing momentum, a significant reduction in net debt, and a robust liquidity position, indicating good financial health. The Q&A section reveals strategic focus on value-add acquisitions and a cautious yet positive outlook on consumer demand. Despite some unclear management responses, the overall sentiment is positive, supported by strong operational performance and strategic initiatives. With a market cap of approximately $3.3 billion, the stock is likely to experience a moderate positive reaction, falling into the 2% to 8% range.