FRPH · Frp Holdings, Inc.
One customer — 26.9% of revenue (the three months ended March 31, 2026)
“one lessee that accounted for 26.9% of the Company’s consolidated revenues during the three months ended March 31, 2026, and $715,000 of accounts receivable at March 31, 2026.”
Price & Indicators
Raw chart and full-history price indicators begin at the captured split on Apr 15, 2024; bars on opposite sides are not compared.
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Avg. Occupancy Q2 2026 | 93.2% | Q2 2026 | — |
| Avg. Occupancy YTD 2026 | 92.6% | YTD 2026 | — |
| Industrial & Commercial NOI | $1.37M | Six Months 2026 | — |
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| Industrial & Commercial occupancy (ex-Chelsea) | 69.9% | Q2 2026 | — |
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| Mining Royalty NOI | $7.9M | Six Months 2026 | — |
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| Multifamily portfolio occupancy | 92.6% | Six Months 2026 | — |
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| Multifamily Pro Rata NOI | $8.4M | Six Months 2026 | — |
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| Multifamily Segment Units | 1,827 | Q2 2026 | — |
| Multifamily units | 1,827 | Q2 2026 | — |
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| Pro Rata NOI | $18.23M | Six Months 2026 | — |
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| Renewal Success Rate YTD 2026 | 64.2% | YTD 2026 | — |
| Harford County residential lots sold | 228 | Q1 2026 | — |
| Harford County residential total lots | 344 | Q1 2026 | — |
| Industrial and Commercial blended occupancy | 47.5% | Q1 2026 | — |
| Industrial square footage in service | 773,356 | Q1 2026 | — |
| Mining royalties revenue per ton change | 6.5% | Q1 2026 | — |
| Mining royalties volume change | 7.9% | Q1 2026 | — |
| Office square footage in service | 33,708 | Q1 2026 | — |
| Net Operating Income non-GAAP | $9.29M | the fourth quarter | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Real Estate Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
FRPH
this stock
Frp Holdings, Inc.
|
$428.22M | -3.7% | +2.6% | — | 2.2% |
|
CBRE
Cbre Group, Inc.
|
$43.95B | -5.6% | +13.4% | 34.9 | 1.7% |
|
SURDF
Sumitomo Realty & Development Co., Ltd./ADR
|
$20.80B | -7.7% | — | — | 0.1% |
|
BEKE
KE Holdings Inc.
|
$18.75B | +7.8% | +5.6% | — | 2.1% |
|
JLL
Jones Lang Lasalle Inc
|
$17.65B | +14.2% | +11.4% | 18.4 | 2.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
Raw-price comparisons begin at the captured split on Apr 15, 2024; windows that need an earlier baseline remain unavailable.
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| FRPH | -0.9% | -5.3% | -8.4% | -1.7% | -3.7% |
| SPY | -2.0% | +3.3% | +11.2% | +2.1% | +11.8% |
| vs SPY | +1.1% | -8.6% | -19.5% | -3.8% | -15.6% |