{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: United States Infrastructure Operations news", "home_page_url": "https://sharemaestro.com/newsreel/us/industrials/infrastructure-operations/", "feed_url": "https://sharemaestro.com/newsreel/us/industrials/infrastructure-operations/feed.json", "description": "Latest Infrastructure Operations company headlines from United States, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"id": "source:acbe7187f5720c75da37bd32ccf5899241dd7cae708c770a147c383007840178", "url": "https://seekingalpha.com/news/4631190-mobile-infrastructure-reaffirms-2026-guidance-of-35m-38m-revenue-while-reviewing-bombe-take?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4631190-mobile-infrastructure-reaffirms-2026-guidance-of-35m-38m-revenue-while-reviewing-bombe-take?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Mobile Infrastructure reaffirms 2026 guidance of $35M-$38M revenue while reviewing Bombe take-private proposal", "content_text": "Earnings Call Insights: Mobile Infrastructure Corporation (BEEP) Q2 2026 MANAGEMENT VIEW * \u201cI would like to begin our call by taking a moment to address the take-private proposal that was recently submitted by Bombe Asset Management. The Special Committee of the Board of Directors is in the process of actively reviewing and evaluating the proposal. This process is underway and ongoing... We will not be commenting further on this topic or speaking to this matter during our call today.\u201d (CEO, President, Secretary, Treasurer & Director Stephanie Hogue) * \u201cIn the second quarter, same-location NOI grew 12% year-over-year, reaching $5.9 million, up from $5.2 million... Same-location revenue grew 5.6%... Portfolio utilization on a trailing 12-month basis was approximately 70%, up 5 percentage points year-over-year from 65%... RevPAS reached approximately $225 in the quarter.\u201d (CEO, President, Secretary, Treasurer & Director Hogue) * \u201cWe paid down $3.7 million of principal and $0.8 million of accrued interest on our line of credit during the quarter, and we ended the quarter with total net debt of $197.1 million... we are currently negotiating approximately $25 million of transaction value that we expect to act upon under the right conditions.\u201d (CEO, President, Secretary, Treasurer & Director Hogue) * \u201cTotal revenue was $8.9 million in the second quarter of 2026 compared to $9 million in the second quarter of 2025... Same-location NOI for the second quarter of 2026 was $5.9 million... Adjusted EBITDA was $4.1 million for the second quarter of 2026, compared to $3.8 million in the second quarter of 2025.\u201d (Chief Financial Officer Paul Gohr) OUTLOOK * \u201cWe are reaffirming our full-year 2026 guidance... total revenue in the range of $35 million to $38 million... NOI in the range of $21.5 million to $23 million... Adjusted EBITDA is forecasted to range from $15 million to $16.5 million.\u201d (CFO Gohr) * \u201cAs a reminder, this guidance does not include any future asset sales or acquisitions under our asset rotation program.\u201d (CFO Gohr) * \u201cWe are carrying this momentum into the third quarter, which is seasonally our busiest and highest NOI period for the year.\u201d (CEO, President, Secretary, Treasurer & Director Hogue) FINANCIAL RESULTS * \u201cTotal revenue was $8.9 million... Excluding those dispositions, same-location revenue was $8.9 million, an increase of 5.6% versus the prior year period.\u201d (CFO Gohr) * \u201cProperty taxes were $1.4 million... Property operating expenses were $1.6 million... General and administrative expenses were $2.6 million.\u201d (CFO Gohr) * \u201cAt June 30, 2026, we had $10.9 million of cash, cash equivalents, and restricted cash... Total net debt outstanding was $197.1 million, down from $200 million at the end of the first quarter.\u201d (CFO Gohr) Q&A * John Massocca, B. Riley Securities, Inc., Research Division: \u201cYou mentioned you have $25 million of transactions that you're kind of working on... would that impact that capital recycling program at all?\u201d; CEO Hogue: \u201cAll of those are under active negotiation... we're targeting that sub-3 cap... could they close by the end of the year? Yes... timing can always slide a bit... can't comment at all on that matter... but... it's business as usual.\u201d * John Massocca, B. Riley Securities, Inc., Research Division: \u201csome of the properties are kind of at a run rate occupancy that would make sense to push rate\u201d; CEO Hogue: \u201cIt\u2019s asset-specific and market-specific... Cincinnati is getting towards a stabilized utilization where rates tend to follow... within specific rate bands, we're seeing some level of expansion, but it is not even across the board.\u201d * John Massocca, B. Riley Securities, Inc., Research Division: \u201con the operating expense side... can continue to trend down?\u201d; CFO Gohr: \u201cI think there is a trend line to go down... Q2 was a little bit higher than we had anticipated, but we expect it to moderate down a little bit into Q3 and Q4.\u201d * Kevin Steinke, Barrington Research Associates, Inc., Res", "date_published": "2026-08-12T01:17:49+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Market update", "BEEP"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "BEEP", "name": "Mobile Infrastructure Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/2eca19bd-5c80-4a70-aebb-52df74fc1d7d/"}]}}]}