Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Lexington Realty Trust (LXP)
NYSEReal EstateReit - IndustrialSnapshot 2026-11-04
$61.180.00%
Close 2026-11-03 · 1-day change
NYSEReal EstateReit - IndustrialSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.44 → 0.53 EPS · FY ending Dec 31, 2027 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 3 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for LXP yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain Adjusted Company FFO guidance near $3.3 per share | It aims to maintain adjusted FFO near $3.3 per share in 2026. | Intact | FFO falls below $3.22 per share in 2026-Q2 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
LXP is a real estate company with a multi-year thesis tied to leasing, development, and portfolio growth. The thesis is intact, with robust earnings quality and strong recent performance, but management execution is mixed and the evidence snapshot has medium confidence.
Valuation is above peers, and the valuation measure rose from 38.2 to 54.9. The expectations gap is positive, but model confidence is low; the evidence labels pricing as unjustified and fragility as low, so the market setup is not clearly stretched by the supplied measures.
Near term, leasing activity and raised 2026 Adjusted Company FFO guidance support the business, while recent revenue rose from $88.11 million in the second quarter to $90.78 million in the third quarter. The full-year guidance is not a reported result, merger completion remains unshown, and recent litigation is a risk; a guidance reversal would also weaken management credibility.
The multi-year view hinges on completing the proposed all-cash merger and continuing to lease space and execute development. Near term, Federal Reserve rate cuts could support real estate, while weaker results or guidance from sector bellwethers could remove that tailwind; LXP’s ability to sustain its raised guidance is another key swing factor.
Over the next one to three years, LXP’s thesis rests on continued leasing and development, delivery against raised guidance, and completion of the proposed merger. Recent fundamentals support an intact thesis, but execution and sector conditions remain important uncertainties. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Free cash flow is expected around $3.3 per share, supporting steady income. |
| Intact |
| Free cash flow falls below $3.22 per share in 2026-Q2 |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Net income recovers to $2.38+ per share | The company raised net income guidance to about $2.4 per share. | Intact | Net income falls below $0.14 per share in 2026-Q2 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Sustain revenue growth near 4% per year | It aims to maintain adjusted FFO near $3.3 per share in 2026. | Improving | Revenue growth falls below 3% YoY next year | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.50 → $0.53 · observed estimates
$0.37B → $0.38B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.50 | $370,412,560 | 2 / 6 |
| 2026-07-25 | $0.50 | $370,412,560 | 2 / 6 |
| 2026-07-26 | $0.50 | $370,412,560 | 2 / 6 |
| 2026-07-27 | $0.43 | $369,308,265 | 2 / 5 |
| 2026-07-28 | $0.50 | $370,412,560 | 2 / 6 |
| 2026-07-29 | $0.43 | $369,308,265 | 2 / 5 |
| 2026-07-30 | $0.50 | $370,412,560 | 2 / 6 |
| 2026-07-31 | $0.26 | $370,341,060 | 1 / 6 |
| 2026-08-01 | $0.45 | $369,308,265 | 1 / 5 |
| 2026-08-02 | $0.52 | $370,341,060 | 2 / 6 |
| 2026-08-03 | $0.52 | $370,341,060 | 2 / 6 |
| 2026-08-04 | $0.52 | $370,341,060 | 2 / 6 |
| 2026-08-05 | $0.45 | $369,308,265 | 1 / 5 |
| 2026-08-06 | $0.45 | $369,308,265 | 1 / 5 |
| 2026-08-07 | $0.45 | $369,308,265 | 2 / 5 |
| 2026-08-08 | $0.44 | $371,506,620 | 3 / 7 |
| 2026-08-09 | $0.45 | $369,308,265 | 2 / 5 |
| 2026-08-10 | $0.45 | $369,308,265 | 2 / 5 |
| 2026-08-12 | $0.44 | $371,506,620 | 3 / 7 |
| 2026-08-13 | $0.44 | $371,506,620 | 3 / 7 |
| 2026-08-14 | $0.45 | $369,308,265 | 2 / 5 |
| 2026-08-15 | $0.45 | $369,308,265 | 2 / 5 |
| 2026-08-16 | $0.45 | $369,308,265 | 2 / 5 |
| 2026-08-17 | $0.45 | $369,308,265 | 2 / 5 |
| 2026-08-18 | $0.45 | $369,308,265 | 2 / 5 |
| 2026-08-19 | $0.45 | $369,308,265 | 2 / 5 |
| 2026-08-20 | $0.44 | $366,310,331 | 3 / 5 |
| 2026-08-21 | $0.44 | $366,310,331 | 3 / 5 |
| 2026-08-22 | $0.44 | $366,310,331 | 3 / 5 |
| 2026-08-23 | $0.44 | $366,310,331 | 3 / 5 |
| 2026-08-24 | $0.44 | $366,310,331 | 3 / 5 |
| 2026-08-25 | $0.44 | $366,310,331 | 3 / 5 |
| 2026-08-26 | $0.44 | $366,310,331 | 3 / 5 |
| 2026-08-27 | $0.44 | $366,310,331 | 3 / 5 |
| 2026-08-28 | $0.44 | $366,310,331 | 3 / 5 |
| 2026-08-29 | $0.44 | $366,310,331 | 3 / 5 |
| 2026-08-30 | $0.44 | $366,310,331 | 3 / 5 |
| 2026-08-31 | $0.44 | $366,310,331 | 3 / 5 |
| 2026-09-01 | $0.44 | $366,310,331 | 3 / 5 |
| 2026-09-02 | $0.44 | $366,310,331 | 2 / 5 |
| 2026-09-03 | $0.44 | $366,310,331 | 2 / 5 |
| 2026-09-04 | $0.44 | $366,310,331 | 2 / 5 |
| 2026-09-05 | $0.44 | $366,310,331 | 2 / 5 |
| 2026-09-06 | $0.44 | $366,310,331 | 2 / 5 |
| 2026-09-07 | $0.44 | $366,310,331 | 2 / 5 |
| 2026-09-08 | $0.44 | $366,310,331 | 2 / 5 |
| 2026-09-09 | $0.44 | $366,310,331 | 2 / 5 |
| 2026-09-10 | $0.44 | $366,310,331 | 2 / 5 |
| 2026-09-11 | $0.44 | $366,310,331 | 2 / 5 |
| 2026-09-12 | $0.44 | $366,310,331 | 2 / 5 |
| 2026-09-13 | $0.44 | $366,310,331 | 2 / 5 |
| 2026-09-14 | $0.44 | $366,310,331 | 2 / 5 |
| 2026-09-15 | $0.44 | $369,961,108 | 2 / 5 |
| 2026-09-16 | $0.44 | $369,961,108 | 2 / 5 |
| 2026-09-17 | $0.44 | $369,961,108 | 3 / 5 |
| 2026-09-18 | $0.44 | $369,961,108 | 3 / 5 |
| 2026-09-19 | $0.44 | $369,961,108 | 3 / 5 |
| 2026-09-20 | $0.44 | $369,961,108 | 3 / 5 |
| 2026-09-21 | $0.44 | $369,961,108 | 3 / 5 |
| 2026-09-22 | $0.44 | $369,961,108 | 3 / 5 |
| 2026-09-23 | $0.44 | $369,961,108 | 3 / 5 |
| 2026-09-24 | $0.44 | $369,961,108 | 3 / 5 |
| 2026-09-25 | $0.44 | $369,961,108 | 3 / 5 |
| 2026-09-26 | $0.44 | $369,961,108 | 3 / 5 |
| 2026-09-27 | $0.44 | $369,961,108 | 3 / 5 |
| 2026-09-28 | $0.44 | $369,961,108 | 3 / 5 |
| 2026-09-29 | $0.44 | $369,961,108 | 3 / 5 |
| 2026-09-30 | $0.44 | $369,961,108 | 3 / 5 |
| 2026-10-01 | $0.44 | $369,961,108 | 3 / 5 |
| 2026-10-02 | $0.44 | $369,961,108 | 3 / 5 |
| 2026-10-03 | $0.44 | $369,961,108 | 3 / 5 |
| 2026-10-04 | $0.44 | $369,961,108 | 3 / 5 |
| 2026-10-05 | $0.44 | $369,961,108 | 3 / 5 |
| 2026-10-06 | $0.44 | $369,961,108 | 3 / 5 |
| 2026-10-07 | $0.44 | $369,961,108 | 3 / 5 |
| 2026-10-08 | $0.44 | $369,961,108 | 3 / 5 |
| 2026-10-09 | $0.44 | $369,961,108 | 3 / 5 |
| 2026-10-10 | $0.44 | $369,961,108 | 3 / 5 |
| 2026-10-11 | $0.44 | $369,961,108 | 3 / 5 |
| 2026-10-12 | $0.44 | $369,961,108 | 3 / 5 |
| 2026-10-13 | $0.44 | $369,961,108 | 3 / 5 |
| 2026-10-14 | $0.44 | $369,961,108 | 2 / 4 |
| 2026-10-15 | $0.44 | $369,961,108 | 2 / 4 |
| 2026-10-16 | $0.44 | $369,961,108 | 2 / 4 |
| 2026-10-17 | $0.44 | $369,961,108 | 2 / 4 |
| 2026-10-18 | $0.44 | $369,961,108 | 2 / 4 |
| 2026-10-19 | $0.44 | $369,961,108 | 2 / 4 |
| 2026-10-20 | $0.44 | $369,961,108 | 2 / 4 |
| 2026-10-21 | $0.44 | $369,961,108 | 2 / 4 |
| 2026-10-22 | $0.44 | $369,961,108 | 2 / 4 |
| 2026-10-23 | $0.44 | $369,961,108 | 2 / 4 |
| 2026-10-24 | $0.44 | $369,961,108 | 2 / 4 |
| 2026-10-25 | $0.44 | $369,961,108 | 2 / 4 |
| 2026-10-26 | $0.44 | $369,961,108 | 2 / 4 |
| 2026-10-27 | $0.44 | $369,961,108 | 2 / 4 |
| 2026-10-28 | $0.53 | $378,500,000 | 2 / 4 |
| 2026-10-29 | $0.53 | $378,500,000 | 2 / 4 |
| 2026-10-30 | $0.53 | $378,500,000 | 2 / 4 |
| 2026-10-31 | $0.53 | $378,500,000 | 2 / 4 |
| 2026-11-01 | $0.53 | $378,500,000 | 2 / 4 |
| 2026-11-02 | $0.53 | $378,500,000 | 2 / 4 |
| 2026-11-03 | $0.53 | $378,500,000 | 2 / 4 |
| 2026-11-04 | $0.53 | $378,500,000 | 2 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 Buy / Strong Buy · 5 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.