SPG · Simon Property Group Inc.
$219.58
-1.89 (-0.85%)
At close · Aug 14
Market Cap
$71.36B
Shares
323.56M
Simon Property Group Inc. Earnings Call Transcripts
Every quarterly earnings call for Simon Property Group Inc. (SPG) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲1.5%
$1.32B
$621.85M
'22 Q3
22-11-01
▲5.6%
$1.40B
$772.75M
'22 Q4
23-02-06
▲4.2%
$1.35B
$519.25M
'23 Q1
23-05-02
▲7%
$1.37B
$557.50M
'23 Q2
23-08-02
▲7.2%
$1.41B
$680.76M
'23 Q3
23-10-30
▲9.1%
$1.53B
$859.50M
'23 Q4
24-02-05
▲6.8%
$1.44B
$841.15M
'24 Q1
24-05-06
▲6.5%
$1.46B
$569.43M
'24 Q2
24-08-05
▲4.9%
$1.48B
$546.67M
'24 Q3
24-11-01
▲3.6%
$1.58B
$771.76M
'24 Q4
25-02-04
▲2.1%
$1.47B
$477.86M
'25 Q1
25-05-12
▲2.8%
$1.50B
$643.68M
'25 Q2
25-08-04
▲8.2%
$1.60B
$702.70M
'25 Q3
25-11-03
▲13.2%
$1.79B
$3.54B
'25 Q4
26-02-02
▲19.3%
$1.76B
$568.53M
'26 Q1
26-05-11
LATEST
▲19.5%
$1.79B
$574.13M
'26 Q2
26-08-10
Earnings call
FY26 · Q2
2026-08-10
Q2 2026 Simon Property Group, Inc. Earnings Conference Call
Confident tone
Jewelry category strength
Leasing activity and tenant demand
AI and Simon Media Network adoption
Revenue
$1.79B
▲ 19.5% YoY Diluted EPS
$1.49
▼ 12.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-11
Simon Property Group Inc. Q1 FY2026 Earnings Call
Confident tone
Leasing demand and occupancy
Development and redevelopment pipeline
Interest expense headwind
Revenue
$1.76B
▲ 19.3% YoY Diluted EPS
$1.48
▲ 16.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-02
Simon Property Group Inc. Q4 FY2025 Earnings Call
Confident tone
Development and redevelopment pipeline
Leasing activity and demand
Financial performance and FFO
Revenue
$1.79B
▲ 13.2% YoY Diluted EPS
$9.35
▲ 358.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-03
Simon Property Group Inc. Q3 FY2025 Earnings Call
Confident tone
Operating Performance & Occupancy
Taubman Acquisition & Integration
Capital Allocation & Share Repurchase
Revenue
$1.60B
▲ 8.2% YoY Diluted EPS
$1.86
▲ 27.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-04
Simon Property Group Inc. Q2 FY2025 Earnings Call
Confident tone
Leasing demand and occupancy
FFO and dividend growth
Consumer and traffic trends
Revenue
$1.50B
▲ 2.8% YoY Diluted EPS
$1.70
▲ 12.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-12
Simon Property Group Inc. Q1 FY2025 Earnings Call
Positive tone
Tariffs and retailer sales outlook
Development and redevelopment pipeline
Guidance and 2025 outlook
Revenue
$1.47B
▲ 2.1% YoY Diluted EPS
$1.27
▼ 43.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-04
Simon Property Group Inc. Q4 FY2024 Earnings Call
Confident tone
Development and Redevelopment
Leasing and Occupancy
Balance Sheet and Capital Allocation
Revenue
$1.58B
▲ 3.6% YoY Diluted EPS
$2.04
▼ 10.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-01
Simon Property Group Inc. Q3 FY2024 Earnings Call
Confident tone
Digital platform / ShopSimon
Leasing momentum and occupancy
SPARC / lower-income consumer weakness
Revenue
$1.48B
▲ 4.9% YoY Diluted EPS
$1.46
▼ 19.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-05
Simon Property Group Inc. Q2 FY2024 Earnings Call
Confident tone
Retailer Bankruptcies and Watchlist
Leasing Momentum and Occupancy
Consumer Health
Revenue
$1.46B
▲ 6.5% YoY Diluted EPS
$1.51
▲ 1.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-06
Simon Property Group Inc. Q1 FY2024 Earnings Call
Confident tone
ABG monetization and OPI
Express bankruptcy / stalking horse
Development and redevelopment pipeline
Revenue
$1.44B
▲ 6.8% YoY Diluted EPS
$2.25
▲ 63% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-05
Simon Property Group Inc. Q4 FY2023 Earnings Call
Confident tone
Development and mixed-use projects
Retailer and tenant health
Portfolio NOI and financial performance
Revenue
$1.53B
▲ 9.1% YoY Diluted EPS
$2.29
▲ 11.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-30
Simon Property Group Inc. Q3 FY2023 Earnings Call
Revenue
$1.41B
▲ 7.2% YoY Diluted EPS
$1.82
▲ 10.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-02
Simon Property Group Inc. Q2 FY2023 Earnings Call
Revenue
$1.37B
▲ 7% YoY Diluted EPS
$1.49
▼ 1.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-02
Simon Property Group Inc. Q1 FY2023 Earnings Call
Revenue
$1.35B
▲ 4.2% YoY Diluted EPS
$1.38
▲ 6.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-06
Simon Property Group Inc. Q4 FY2022 Earnings Call
Revenue
$1.40B
▲ 5.6% YoY Diluted EPS
$2.06
▲ 34.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-01
Simon Property Group Inc. Q3 FY2022 Earnings Call
Revenue
$1.32B
▲ 1.5% YoY Diluted EPS
$1.65
▼ 20.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-01
Simon Property Group Inc. Q2 FY2022 Earnings Call
Revenue
$1.28B
▲ 2% YoY Diluted EPS
$1.51
▼ 19.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-09
Simon Property Group Inc. Q1 FY2022 Earnings Call
Revenue
$1.30B
▲ 4.5% YoY Diluted EPS
$1.30
▼ 4.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-07
Simon Property Group Inc. Q4 FY2021 Earnings Call
Revenue
$1.33B
▲ 17.2% YoY Diluted EPS
$1.53
▲ 77.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-01
Simon Property Group Inc. Q3 FY2021 Earnings Call
Revenue
$1.30B
▲ 22.2% YoY Diluted EPS
$2.07
▲ 331.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-02
Simon Property Group Inc. Q2 FY2021 Earnings Call
Revenue
$1.25B
▲ 18.1% YoY Diluted EPS
$1.88
▲ 126.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-10
Simon Property Group Inc. Q1 FY2021 Earnings Call
Revenue
$1.24B
▼ 8.4% YoY Diluted EPS
$1.36
▼ 4.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-08
Simon Property Group Inc. Q4 FY2020 Earnings Call
Revenue
$1.13B
▼ 24% YoY Diluted EPS
$0.86
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-09
Simon Property Group Inc. Q3 FY2020 Earnings Call
Revenue
$1.06B
▼ 25.1% YoY Diluted EPS
$0.48
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-10
Simon Property Group Inc. Q2 FY2020 Earnings Call
Revenue
$1.06B
▼ 24% YoY Diluted EPS
$0.83
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-11
Simon Property Group Inc. Q1 FY2020 Earnings Call
Revenue
$1.35B
▼ 6.8% YoY Diluted EPS
$1.43
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-04
Simon Property Group Inc. Q4 FY2019 Earnings Call
Revenue
$1.49B
▲ 1.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
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1063761
CUSIP
828806109
13F (30d)
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1197 filers
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