Mobile Infrastructure Q4 revenue falls

Mobile Infrastructure

02/03/2026 21:23

Overview

Parking infrastructure owner reported Q4 revenue of $8.8 mln, down from prior year

Company achieved $30 mln in asset sales as part of its rotation strategy

Outlook

Company expects 2026 revenue between $35 mln and $38 mln

Mobile Infrastructure sees 2026 NOI between $21.5 mln and $23.0 mln

Result Drivers

CONTRACT PARKING GROWTH - Contract parking volumes grew 10% year-over-year, supported by return-to-office trends

ASSET SALES - Completed $30 million in asset sales as part of asset rotation strategy

Company press release: ID:nGNX3lVXwB

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
$8.8 mln
Q4 Net Income
-$8.3 mln
Q4 Adjusted EBITDA
$3.9 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the real estate rental, development & operations peer group is "buy"

Wall Street's median 12-month price target for Mobile Infrastructure Corp is $6.50, about 113.8% above its February 27 closing price of $3.04

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)