ESRT
Empire State Realty Trust, Inc.
Overview
Empire State Realty Trust operates a real estate investment trust that owns and manages approximately 7.9 million square feet of office space, 0.8 million square feet of retail space, and 743 residential units primarily in Manhattan, along with the Empire State Building Observatory.
Empire State Realty Trust, Inc is a Real Estate company operating in REIT - Diversified with a $1.60B market cap.
Most recent reported earnings: Q2 FY2026 (Jul 21, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-04-3012 Q&A exchanges
- Q4 FY2025Earnings2026-02-1811 Q&A exchanges
- Q3 FY2025Earnings2025-10-3015 Q&A exchanges
- Q2 FY2025Earnings2025-07-2415 Q&A exchanges
- Q1 FY2025Earnings2025-04-3013 Q&A exchanges
- Q4 FY2024Earnings2025-02-2017 Q&A exchanges
- Q3 FY2024Earnings2024-10-2213 Q&A exchanges
- Q2 FY2024Earnings2024-07-2518 Q&A exchanges
- Q1 FY2024Earnings2024-04-2513 Q&A exchanges
- Q4 FY2023Earnings2024-02-2113 Q&A exchanges
- Q3 FY2023Earnings2023-10-2616 Q&A exchanges
- Q2 FY2023Earnings2023-07-2717 Q&A exchanges
- Q1 FY2023Earnings2023-04-2717 Q&A exchanges
- Q4 FY2022Earnings2023-02-1619 Q&A exchanges
- Q3 FY2022Earnings2022-10-2720 Q&A exchanges
- Q2 FY2022Earnings2022-07-2824 Q&A exchanges
- Q1 FY2022Earnings2022-04-2814 Q&A exchanges
- Q4 FY2021Earnings2022-02-1732 Q&A exchanges
- Q3 FY2021Earnings2021-10-2829 Q&A exchanges
- Q2 FY2021Earnings2021-07-2916 Q&A exchanges
- Q1 FY2021Earnings2021-04-2917 Q&A exchanges
History
Earnings history
- Q2 FY20262026-07-21EPS— vs ——Rev— vs ——EODHD
- Q1 FY20262026-04-28EPS$0.00 vs $0.00—Rev$190.3M vs ——EODHD
- Q4 FY20252026-02-24EPS$0.07 vs $0.00—Rev$199.2M vs ——EODHD
- Q3 FY20252025-10-28EPS$0.03 vs $0.00—Rev$197.7M vs ——EODHD
- Q2 FY20252025-07-21EPS$0.02 vs ——Rev$190.8M vs ——EODHD
- Q1 FY20252025-04-21EPS$0.03 vs ——Rev$180.1M vs ——EODHD
- Q4 FY20242025-02-17EPS$0.04 vs ——Rev$197.6M vs ——EODHD
- Q3 FY20242024-10-20EPS$0.08 vs $0.05+60.0%Rev$199.6M vs ——EODHD
- Q2 FY20242024-07-23EPS$0.10 vs $0.04+100.0%Rev$189.5M vs ——EODHD
- Q1 FY20242024-04-23EPS$0.03 vs $-0.00+100.0%Rev$181.2M vs ——EODHD
- Q4 FY20232024-02-19EPS$0.06 vs $0.060.0%Rev$192.9M vs ——EODHD
- Q3 FY20232023-10-24EPS$0.03 vs $0.06-50.0%Rev$191.5M vs ——EODHD
- Q2 FY20232023-07-25EPS$0.14 vs $0.140.0%Rev$190.5M vs ——EODHD
- Q1 FY20232023-04-25EPS$0.04 vs $0.03+33.3%Rev$164.6M vs ——EODHD
- Q4 FY20222023-02-14EPS$0.08 vs $0.06+33.3%Rev$181.3M vs ——EODHD
- Q3 FY20222022-10-25EPS$0.03 vs $0.06-50.0%Rev$183.7M vs ——EODHD
- Q2 FY20222022-07-26EPS$0.18 vs $0.04+100.0%Rev$198.0M vs ——EODHD
- Q1 FY20222022-04-26EPS$-0.07 vs $-0.070.0%Rev$164.0M vs ——EODHD
- Q4 FY20212022-02-15EPS$0.02 vs $-0.08+100.0%Rev$160.3M vs ——EODHD
- Q3 FY20212021-10-26EPS$-0.04 vs $0.03-100.0%Rev$165.0M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-07-21 | — | — | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-04-28 | $0.00 | $0.00 | — | $190.3M | — | — | EODHD |
| Q4 FY2025 | 2026-02-24 | $0.07 | $0.00 | — | $199.2M | — | — | EODHD |
| Q3 FY2025 | 2025-10-28 | $0.03 | $0.00 | — | $197.7M | — | — | EODHD |
| Q2 FY2025 | 2025-07-21 | $0.02 | — | — | $190.8M | — | — | EODHD |
| Q1 FY2025 | 2025-04-21 | $0.03 | — | — | $180.1M | — | — | EODHD |
| Q4 FY2024 | 2025-02-17 | $0.04 | — | — | $197.6M | — | — | EODHD |
| Q3 FY2024 | 2024-10-20 | $0.08 | $0.05 | +60.0% | $199.6M | — | — | EODHD |
| Q2 FY2024 | 2024-07-23 | $0.10 | $0.04 | +100.0% | $189.5M | — | — | EODHD |
| Q1 FY2024 | 2024-04-23 | $0.03 | $-0.00 | +100.0% | $181.2M | — | — | EODHD |
| Q4 FY2023 | 2024-02-19 | $0.06 | $0.06 | 0.0% | $192.9M | — | — | EODHD |
| Q3 FY2023 | 2023-10-24 | $0.03 | $0.06 | -50.0% | $191.5M | — | — | EODHD |
| Q2 FY2023 | 2023-07-25 | $0.14 | $0.14 | 0.0% | $190.5M | — | — | EODHD |
| Q1 FY2023 | 2023-04-25 | $0.04 | $0.03 | +33.3% | $164.6M | — | — | EODHD |
| Q4 FY2022 | 2023-02-14 | $0.08 | $0.06 | +33.3% | $181.3M | — | — | EODHD |
| Q3 FY2022 | 2022-10-25 | $0.03 | $0.06 | -50.0% | $183.7M | — | — | EODHD |
| Q2 FY2022 | 2022-07-26 | $0.18 | $0.04 | +100.0% | $198.0M | — | — | EODHD |
| Q1 FY2022 | 2022-04-26 | $-0.07 | $-0.07 | 0.0% | $164.0M | — | — | EODHD |
| Q4 FY2021 | 2022-02-15 | $0.02 | $-0.08 | +100.0% | $160.3M | — | — | EODHD |
| Q3 FY2021 | 2021-10-26 | $-0.04 | $0.03 | -100.0% | $165.0M | — | — | EODHD |
Source: EODHD. ESRT reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks ESRT'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 60% positive reaction rate
SampleConsistent 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 3 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.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $4.45 | $3.96 | +12.3% | +6.3% | +6.7% |
| Q4 FY2026 | $4.03 | $3.96 | +1.8% | +0.4% | +3.2% |
| Q3 FY2026 | $4.39 | $3.88 | +13.2% | +0.1% | -1.2% |
| Q2 FY2026 | $4.16 | $3.91 | +6.5% | +4.7% | +1.7% |
| Q1 FY2025 | $4.37 | $3.87 | +13.0% | -1.3% | -1.9% |
| Q4 FY2025 | $4.05 | $3.99 | +1.5% | -3.4% | -1.1% |
| Q3 FY2025 | $4.34 | $3.90 | +11.4% | -1.8% | -2.6% |
| Q2 FY2025 | $4.44 | $4.18 | +6.3% | -2.0% | -1.0% |
| Q1 FY2024 | $4.01 | $3.99 | +0.5% | +2.8% | +0.9% |
| Q4 FY2024 | $4.47 | $4.17 | +7.3% | +2.6% | +5.0% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Maintained2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Maintained2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Anthony E MalkinCEO1 yr 4 mo21 callsCurrentSample
CEO since 2025 • 2/4 beats (50%) • last call held guidance Q3 FY2026
- Stephen A Horn JrCFO3 mo5 callsCurrentSample
CFO since 2026 • 1/2 beats (50%) • last guidance raise Q2 FY2026
- Christina ChiuPresident1 yr 4 mo21 callsCurrentSample
PRESIDENT since 2025 • 3/4 beats (75%) • guidance suspended Q3 FY2026
- Donna Jean SutherlandChief Accounting Officer3 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • last call held guidance Q1 FY2026
- Thomas P DurelsEVP, Real Estate1 yr 6 mo19 callsCurrentSample
DIVISION_HEAD since 2024 • 6/8 beats (75%) • last call held guidance Q1 FY2026
Peers
Other companies in Real Estate
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
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 ESRT.
$ curl https://api.spokenalpha.com/v1/companies/ESRTFAQ
Frequently asked about ESRT
Where can I find Empire State Realty Trust, Inc.'s (ESRT) earnings call transcripts?
Spoken Alpha indexes ESRT's earnings call transcripts at https://spokenalpha.com/companies/ESRT. Each call links to attributed speakers and parsed analyst Q&A.
When was Empire State Realty Trust, Inc.'s most recent earnings call?
Empire State Realty Trust, Inc. (ESRT) held its most recent earnings call on 2026-04-30, covering fiscal Q1 2026.
What sector is ESRT in?
Empire State Realty Trust, Inc. (ESRT) operates in the Real Estate sector (REIT - Diversified industry).