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Kimco Realty10-Q: Inflation impact

Kimco faces $1.9M increase in non-recoverable expenses despite inflation mitigation efforts.

What happened

The company is actively using CPI-based rent escalations and expense pass-throughs to combat inflation, but still experienced a $1.9 million YTD increase in non-recoverable expenses, impacting Same Property NOI. This highlights a persistent cost control challenge and pressure on operating margins.

Source

SEC EDGARAug 4, 2026

Quarterly report (Form 10-Q)

Kimco Realty 10-Q

Filing excerpt

Same property NOI increased by $20.1 million, or 2.6%, for the six months ended June 30, 2026, as compared to the corresponding period in 2025. This increase is primarily the result of (i) an increase of $18.6 million in minimum rent, primarily related to strong leasing activity and (ii) a decrease in credit losses of $2.6 million, partially offset by (iii) an increase in non-recoverable expenses of $1.9 million.

sec.gov/Archives/edgar/data/879101/000119312526331817/kim-20260630.htmRead the full source

Other signals in this filing (2)

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From the Signal API record
Signal
10-Q: Inflation impact

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
06/30
Filed
Aug 4, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$1.9M (Increase in non-recoverable expenses for the six months ended June 30, 2026.)

Details

CIK
879101
Accession number
0001193125-26-331817
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Efficiency tools needed
Signal category
Operations

Extraction

Confidence
High
Relevance
75%
Sentiment
Negative
Detected
Aug 11, 2026
signal_type
sec-10q
signal_subtype
inflationImpact

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This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/54ed18e6-adc9-4f2d-9ae1-7953edb657e3 returns this record as JSON. POST /v1/companies/enrich returns every signal for kimcorealty.com.

{
  "signal_id": "54ed18e6-adc9-4f2d-9ae1-7953edb657e3",
  "signal_type": "sec-10q",
  "signal_subtype": "inflationImpact",
  "detected_at": "2026-08-11T08:10:44.408+00:00",
  "company": {
    "name": "Kimco Realty",
    "domain": "kimcorealty.com"
  },
  "data": {
    "detail": "The company is actively using CPI-based rent escalations and expense pass-throughs to combat inflation, but still experienced a $1.9 million YTD increase in non-recoverable expenses, impacting Same Property NOI. This highlights a persistent cost control challenge and pressure on operating margins.",
    "metrics": {
      "timeframe": "current_year",
      "dollar_context": "Increase in non-recoverable expenses for the six months ended June 30, 2026.",
      "dollar_millions": 1.9
    },
    "summary": "Kimco faces $1.9M increase in non-recoverable expenses despite inflation mitigation efforts.",
    "excerpts": "Same property NOI increased by $20.1 million, or 2.6%, for the six months ended June 30, 2026, as compared to the corresponding period in 2025. This increase is primarily the result of (i) an increase of $18.6 million in minimum rent, primarily related to strong leasing activity and (ii) a decrease in credit losses of $2.6 million, partially offset by (iii) an increase in non-recoverable expenses of $1.9 million.",
    "relevance": 0.75,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/879101/000119312526331817/kim-20260630.htm",
    "filing_date": "2026-08-04",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "06/30",
    "sales_relevance": "Efficiency tools needed",
    "signal_category": "operations"
  }
}

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