COPT Defense Properties (CDP) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript
COPT Defense Properties (CDP) Q4 2025 Earnings Call Transcript
COPT Defense (CDP) came out with quarterly funds from operations (FFO) of $0.7 per share, beating the Zacks Consensus Estimate of $0.68 per share. This compares to FFO of $0.65 per share a year ago.
COPT Defense Properties is rated a buy, offering a unique blend of AI-driven data center upside and stable, monopolistic defense property cash flows. CDP's regulatory moat, high-security tenant base, and 97% leased portfolio insulate it from generic office REIT headwinds and cyclical real estate risks. AI data center demand enables 91% rent increases and 100% occupancy, while strategic land holdings in Northern Virginia and Iowa offer material embedded value.
COPT Defense (CDP) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
COPT Defense Properties ( CDP ) Q3 2025 Earnings Call October 31, 2025 12:00 PM EDT Company Participants Venkat Kommineni - Vice President of Investor Relations Stephen E. Budorick - President, CEO & Trustee Britt Snider - Executive VP & COO Anthony Mifsud - Executive VP & CFO Conference Call Participants Blaine Heck - Wells Fargo Securities, LLC, Research Division Steve Sakwa - Evercore ISI Institutional Equities, Research Division Seth Bergey - Citigroup Inc. Exchange Research Richard Anderson Dylan Burzinski - Green Street Advisors, LLC, Research Division Presentation Operator Welcome to the COP Defense Properties Third Quarter 2025 Results Conference Call.
While the top- and bottom-line numbers for COPT Defense (CDP) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
COPT Defense (CDP) came out with quarterly funds from operations (FFO) of $0.69 per share, beating the Zacks Consensus Estimate of $0.68 per share. This compares to FFO of $0.65 per share a year ago.
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does COPT Defense (CDP) have what it takes?
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does COPT Defense (CDP) have what it takes?
COPT Defense Properties (NYSE:CDP ) BofA Securities 2025 Global Real Estate Conference September 11, 2025 11:05 AM EDT Company Participants Stephen E. Budorick - President, CEO & Trustee Conference Call Participants Jana Galan - BofA Securities Presentation Jana Galan Thank you all for joining us for the final roundtable of the Bank of America's 2025 Global Real Estate Conference.
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does COPT Defense (CDP) have what it takes?