Empire State Realty OP, L.P.
Empire State Realty OP operates a real estate portfolio in New York City comprising approximately 7.9 million square feet of office space, 0.8 million square feet of retail space, and 743 residential units, primarily in Manhattan. The company also operates the Empire State Building Observatory, which generates ticket revenue from visitors.
Empire State Realty OP, L.P is a Real Estate company operating in REIT - Office with a $1.42B market cap.
Most recent reported earnings: Q1 FY2026 (Mar 30, 2026).
Behavioral analysis
Disclosures
Extracted from Unknown source, 2026-06-21.
Transcripts
History
Spoken Alpha tracks ESBA's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 70% positive reaction rate
SamplePeers
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for ESBA.
$ curl https://api.spokenalpha.com/v1/companies/ESBAFAQ
Spoken Alpha indexes ESBA's earnings call transcripts at https://spokenalpha.com/companies/ESBA. Each call links to attributed speakers and parsed analyst Q&A.
Empire State Realty OP, L.P. (ESBA) operates in the Real Estate sector (REIT - Office industry).
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q1 FY2026 | 2026-03-30 | $0.01 | — | — | $190.3M | — | — | EODHD |
| Q4 FY2025 | 2025-12-30 | $0.12 | — | — | $199.2M | — | — | EODHD |
| Q3 FY2025 | 2025-09-29 | $0.05 | — | — | $197.7M | — | — | EODHD |
| Q2 FY2025 | 2025-08-05 | $0.04 | $0.00 | — | $190.8M | — | — | EODHD |
| Q1 FY2025 | 2025-05-06 | $0.05 | $0.00 | — | $180.1M | — | — | EODHD |
| Q4 FY2024 | 2025-02-27 | $0.06 | $0.00 | — | $197.6M | — | — | EODHD |
| Q3 FY2024 | 2024-09-29 | $0.08 | — | — | $199.6M | — | — | EODHD |
| Q2 FY2024 | 2024-06-29 | $0.10 | — | — | $189.5M | — | — | EODHD |
| Q1 FY2024 | 2024-03-30 | $0.03 | — | — | $181.2M | — | — | EODHD |
| Q4 FY2023 | 2023-12-30 | $0.06 | — | — | $192.9M | — | — | EODHD |
| Q3 FY2023 | 2023-09-29 | $0.07 | — | — | $191.5M | — | — | EODHD |
| Q2 FY2023 | 2023-06-29 | $0.14 | — | — | $190.5M | — | — | EODHD |
| Q1 FY2023 | 2023-03-30 | $0.04 | — | — | $164.6M | — | — | EODHD |
| Q4 FY2022 | 2023-02-14 | $0.05 | $0.00 | — | $181.3M | — | — | EODHD |
| Q3 FY2022 | 2022-11-02 | $0.03 | $0.00 | — | $183.7M | — | — | EODHD |
| Q2 FY2022 | 2022-08-03 | $0.17 | $0.00 | — | $198.0M | — | — | EODHD |
| Q1 FY2022 | 2022-05-04 | $-0.07 | $0.00 | — | $164.0M | — | — | EODHD |
| Q4 FY2021 | 2022-02-24 | $-0.02 | $0.00 | — | $160.3M | — | — | EODHD |
| Q3 FY2021 | 2021-11-04 | $-0.04 | $0.00 | — | $165.0M | — | — | EODHD |
| Q2 FY2021 | 2021-08-04 | $0.01 | $0.00 | — | $153.4M | — | — | EODHD |
Source: EODHD. ESBA reported actuals as published; sparse fields render as —.
Consistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $0.44 | $0.40 | +9.8% | +3.0% | +5.7% |
| Q4 FY2026 | $0.68 | $0.57 | +20.0% | -2.1% | -4.8% |
| Q3 FY2026 | $0.80 | $0.72 | +10.9% | +5.3% | +7.6% |
| Q2 FY2026 | $0.56 | $0.49 | +13.6% | -0.5% | -3.1% |
| Q1 FY2025 | $0.81 | $0.73 | +10.9% | +8.5% | +7.7% |
| Q4 FY2025 |
| $0.69 |
| $0.59 |
| +16.2% |
| -1.3% |
| +1.2% |
| Q3 FY2025 | $0.92 | $0.80 | +14.7% | +2.7% | +4.0% |
| Q2 FY2025 | $0.92 | $0.82 | +12.4% | +8.2% | +10.2% |
| Q1 FY2024 | $0.98 | $0.79 | +24.3% | +1.2% | -0.7% |
| Q4 FY2024 | $0.90 | $0.76 | +18.6% | +2.2% | -0.1% |