Kilroy Realty Corp (KRC)
NYSEReal EstateReit - OfficeSnapshot 2026-11-05
$36.26-4.15%
Close 2026-11-05 · 1-day change
NYSEReal EstateReit - OfficeSnapshot 2026-11-05
QuarterlyIQ Insights · KRC
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -7.5% |
| Our one-year growth estimate | diamond | 1.1% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to the broad stock market and real (inflation-adjusted) rates.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 8.6 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 12 industry peers · Company calendar date is not available
KRC — earnings miss
Dated 2026-10-22
Results of Operations and Financial Condition. On October 22, 2026 , Kilroy Realty Corporation issued a press release announcing its earnings for the quarter ended September 30, 2026 and distributed certain supplemental financial information. On October 22, 2026 , Kilroy Realty Corporation also posted the supplemental information on its website located at www.kilroyrealty.com . The text of the supplemental information and the related press release are furnished herewith as Exhibits 99.1 and 9…
Why it matters: Q3 cash rents rose 9.7% on second-generation leases. Further gains would back up the report of stronger leasing; a drop below zero would weaken that signal.
Watch forQ4 cash rents on second-generation leases rise above prior rents. This excludes short-term leases.
Also watch forQ4 cash rents on second-generation leases fall below prior rents. This excludes short-term leases.
Why it matters: The sale would bring in $19.5 million and advance KRC's plan to recycle capital. A delay or failed sale would leave that cash unrealized.
Watch forKRC reports that the $19.5 million sale of Kilroy East Village closed in Q4 2026.
Also watch forKRC reports that the sale did not close in Q4, or that the sale agreement ended.
Why it matters: KRC reported that its CFO left and named an interim replacement. A new CFO would end the search. A long vacancy would leave the change unresolved.
Watch forKRC names a permanent CFO in a company notice or filing.
Also watch forKRC reports no permanent CFO by its next earnings report, or names another interim CFO.
Why it matters: KRC narrowed its FFO range to $3.55-$3.59. A result below the range would show pressure beyond its latest view.
Worry ifKRC reports 2026 FFO below $3.55 per diluted share, the low end of its October range.
Less concerning ifKRC reports 2026 FFO at or above $3.55 per diluted share.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$111 on $10,000 · ±1.1% | How much price usually moves either way. |
| Bad day | $299 loss on $10,000 · 3.0% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,472 loss on $10,000 · 34.7% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.