Q3 2025 Cousins Properties Inc Earnings Call Transcript

Oct 31, 2025 / 02:00 PM GMT

Release Date Price: $25.93 (+0.86%)

Transcript 10-Q8-K

Key Points

Positve

Cousins Properties Inc (CUZ) delivered strong earnings with $0.69 per share in FFO and raised the midpoint of their guidance by $0.02 to $2.84 per share.
Leasing activity was robust, with 551,000 square feet of leases completed, marking the second-highest quarterly volume in the last three years.
The company strategically expanded its presence in Dallas by acquiring The Link for $218 million.
Office fundamentals are improving with a post-pandemic high in net absorption and a decline in vacancy rates for the first time in seven years.
Cousins Properties Inc (CUZ) maintains a strong balance sheet and is well-positioned to capitalize on investment opportunities with a low-leverage strategy.

Negative

The departure of Bank of America from 201 North Tryon in Charlotte negatively impacted occupancy rates.
There is a notable rise in layoff announcements, which could weigh on investor sentiment around the office sector.
The company faces challenges in backfilling space at 201 North Tryon, with significant leasing commencements not expected until 2027.
Despite strong leasing activity, the company acknowledges that larger users take longer to lease up, potentially delaying occupancy improvements.
The current economic environment presents uncertainties, with potential impacts from AI and corporate right-sizing on office demand.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CUZ.N - Cousins Properties Inc
Q3 2025 Cousins Properties Inc Earnings Call
Oct 31, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen, and welcome to the coins Properties Incorporated conference call at this time, all lines are lessened only mode.

Following the presentation, we will conduct a question-and-answer session.

If at any time during this call you require immediate assistance, please press AR 0o for the operator.

This call is being recorded on Friday, October 31, 2025.

And I would now like to turn the conference over to Miss Pamela Roper, general counsel.

Thank you.

Please go ahead

Thank you.

Good morning and welcome to Cousins Property 3rd quarter earnings conference call.

With me today are Colin Connolly, our President and Chief

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