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CubeSmart Reports Decrease in Earnings for Q4 and Full Year 2025

CubeSmart reported its operating results for the fourth quarter and full year of 2025, highlighting some key financial metrics. The company's reported diluted earnings per share (EPS) attributable to common shareholders was $0.34 for the fourth quarter, a decrease from $0.45 in the same period the previous year. For the full year 2025, the diluted EPS decreased to $1.46 from $1.72 in 2024.

The company's Funds From Operations (FFO), as adjusted, per diluted share decreased 5.9% to $0.64 for the fourth quarter of 2025, compared with $0.68 for the same period in 2024. For the full year 2025, FFO, as adjusted, per diluted share decreased 1.9% to $2.58 from $2.63 in 2024.

CubeSmart's same-store net operating income (NOI) decreased 1.1% year over year for the fourth quarter, resulting from a 0.1% decrease in revenues and a 2.9% increase in operating expenses. The same-store occupancy averaged 88.8% during the quarter, ending at 88.6%.

The company also closed on the acquisition of two stores totaling $49.0 million, redeemed $300 million of unsecured senior notes, prepaid a $108.0 million mortgage loan, and repurchased 0.9 million common shares of beneficial interest through its share repurchase program for $31.9 million at an average purchase price of $35.84 per share.

Regarding its financial outlook for 2026, CubeSmart estimates its fully diluted earnings per share to be between $1.55 and $1.63, and its fully diluted FFO per share, as adjusted, for 2026 to be between $2.52 and $2.60.

The company's conference call to discuss the financial results for the fourth quarter and full year ended December 31, 2025, is scheduled for February 27, 2026.

CubeSmart is a self-administered and self-managed real estate investment trust, and it operates a third-party management platform with 862 stores totaling 56.8 million rentable square feet. The market has reacted to these announcements by moving the company's shares 1.2% to a price of $39.61. If you want to know more, read the company's complete 8-K report here.

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