Q2
SPG — Q2 2026 Financial Report Analysis
Simon's Real Estate FFO rose 7.9% to $3.29 a share on 8.3% portfolio NOI growth and higher rents, while GAAP revenue (+19.5%) and EPS (-12.4%) were distorted by the Taubman consolidation and a one-off 2025 gain; full-year guidance was raised to $13.20–$13.30.