Vornado Realty Trust (VNO) earnings call transcripts
Earnings call transcripts for Vornado Realty Trust, with a summary, the guidance given, and what analysts pressed on.
- Q2 2026 earnings call
Management framed the call around a strengthening Manhattan landlord’s market, accelerating lease-up and asset investment, while emphasizing future value over static NAV.
Date n/aConfident0.82 - Q1 2026 earnings call
Management framed Vornado as entering a strengthening landlord’s market, with execution on Penn leasing and selective investment now the priority.
Date n/aConfident0.78 - Q4 2025 earnings call
Management framed Manhattan’s tightening office market as a long-duration landlord cycle, emphasizing signed-but-not-yet-recognized rents and disciplined capital allocation.
Date n/aConfident0.78 - Q3 2025 earnings call
Management framed the call around strengthening Manhattan office demand, Penn District leasing momentum and a 2027 earnings inflection, while arguing New York political concerns have not hurt demand.
Date n/aConfident0.82