DO & CO Aktiengesellschaft (DOC) Earnings Call Transcripts

DO & CO Aktiengesellschaft's Latest Earnings Call - Q2 FY2026

In the second quarter of 2026, Healthpeak Properties, Inc. reported an adjusted FFO of $0.46 per share, reflecting a strong operational performance amid improving market conditions. The company raised its FFO guidance for the fiscal year to a range of $1.73 to $1.77 per share, driven by a 75 basis point increase in total same-store NOI. The balance sheet remains robust with leverage below 5x, positioning Healthpeak to capitalize on growth opportunities in outpatient medical and life sciences sectors, which are expected to accelerate in 2027.

Reported metrics

Guidance from management

Healthpeak raised its FFO guidance to a range of $1.73 to $1.77 per share, reflecting improved operational performance and expectations for continued growth in the second half of the year.

What management said

Ron, I just want to add, same-store is less relevant. The real key is total occupancy and loving NOI in that segment higher. That's what generates earnings growth and ultimately share price. So that's all we talk about internally. That's the number we're reporting on. We report same-store because we have to. That's not the number we focus on. The key is we're growing total occupancy, and that's going to grow total NO...

Juan, this is Scott. The only thing I'd add on that, too, is the from a size perspective, we have seen more in that 25,000 to 75,000 square foot range, both in the execution as well as the LOI and pipeline bucket. So I think that that size rate is normalizing as we see the funding environment continue to improve.

What analysts pressed on

Analysts expressed concerns regarding the competitive environment for leasing, particularly in the lab sector, and the potential impact of rising interest rates on future capital costs. There were inquiries about the timing of occupancy improvements and the overall health of the leasing pipeline.

Main topics on the call

• Strong Operational Performance — Healthpeak reported a total occupancy increase of 20 basis points sequentially to 90.7%, with cash re-leasing spreads of 5%, consistent with historical averages. Management noted, "the strong fundamentals in outpatient m...
• Increased Guidance — Management raised the FFO guidance by $0.02, now expecting $1.73 to $1.77 per share, reflecting improved operational metrics. This was attributed to a "75 basis point increase in total same-store NOI from midpoint."
• Strategic Partnerships — Healthpeak has formed joint ventures with Blackstone and Brookfield, enhancing its capital structure and operational capabilities. Scott Brinker stated, "Both joint ventures allow us to maintain control of strategic buil...
• Acquisition Opportunities in Life Sciences — Management indicated a shift towards acquisitions in the life sciences sector, stating, "Life science has been a development game... but for the next few years, it will be an acquisition game."

Read the full DO & CO Aktiengesellschaft transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 56 DO & CO Aktiengesellschaft earnings call transcripts on record, spanning February 12, 2020 to August 12, 2026. Based on this history, DO & CO Aktiengesellschaft reports quarterly. The most recent call on file is dated August 12, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

DOC

Exchange

WBAG

Country

AT

Sector

Industrials

Industry

Commercial Services and Supplies

Calls on record

56

First call

February 12, 2020

Most recent

August 12, 2026

Reporting cadence

quarterly