BDNHIGH SIGNALFINANCIAL10-K

Brandywine Realty Trust shows severe financial deterioration with operating income plummeting 51% while debt increased 15.5% and cash reserves collapsed 64%.

The company faces a liquidity crisis with cash dropping from $90M to just $32M while simultaneously taking on significantly more debt, suggesting potential funding stress. The dramatic decline in operating performance combined with deteriorating balance sheet metrics indicates fundamental business challenges that could threaten dividend sustainability and financial flexibility.

Comparing 2026-02-23 vs 2025-02-27View on EDGAR →
FINANCIAL ANALYSIS

Brandywine experienced severe financial deterioration across all key metrics, with operating income collapsing 51% to $26.7M while operating cash flow declined 35.6% to $116.7M, indicating significant operational stress. The balance sheet weakened substantially as total debt increased 15.5% to $2.6B and stockholders' equity fell 23.7% to $792.7M, while cash reserves plummeted 64% to just $32.3M. This combination of deteriorating operations, increased leverage, and critically low cash position signals potential liquidity concerns and suggests the REIT is struggling with fundamental business challenges.

FINANCIAL STATEMENT CHANGES
Cash & Equivalents
Balance Sheet
-64.2%
$90.2M$32.3M

Cash declined 64.2% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

Operating Income
P&L
-51.4%
$54.9M$26.7M

Operating income deteriorated sharply — investigate whether driven by one-time charges or structural cost issues.

Operating Cash Flow
Cash Flow
-35.6%
$181.1M$116.7M

Operating cash flow fell 35.6% — earnings quality concerns; investigate working capital changes and non-cash items.

Stockholders Equity
Balance Sheet
-23.7%
$1.0B$792.7M

Equity decreased 23.7% — buybacks or losses reducing book value, monitor solvency ratios.

Total Debt
Balance Sheet
+15.5%
$2.2B$2.6B

Debt rose 15.5% — additional borrowing for investment or operations; monitor coverage ratios.

Total Liabilities
Balance Sheet
+13.9%
$2.4B$2.8B

Liabilities increased 13.9% — monitor debt-to-equity ratio and interest coverage.

LANGUAGE CHANGES
NEW — 2026-02-23
PRIOR — 2025-02-27
ADDED
An aggregate of 173,711,848 Common Shares of Beneficial Interest was outstanding as of February 18, 2026.
was $2,211,903 based upon the last reported sale price of $4.29 per share on the New York Stock Exchange on June 30, 2025 of the Common Shares of Beneficial Interest of Brandywine Realty Trust, the sole general partner of Brandywine Operating Partnership, L.P.
Market for Registrant s Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities 31 Item 6.
Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters 53 Item 13.
Our actual future results and trends may differ materially from expectations depending on a variety of factors discussed in our filings with the SEC.
+7 more — sign up free →
REMOVED
An aggregate of 173,070,657 Common Shares of Beneficial Interest was outstanding as of February 18, 2025.
was $2,309,866 based upon the last reported sale price of $4.48 per share on the New York Stock Exchange on June 30, 2024 of the Common Shares of Beneficial Interest of Brandywine Realty Trust, the sole general partner of Brandywine Operating Partnership, L.P.
Market for Registrant s Common Equity, Related Shareholder Matters and Issuer Purchases of Equity Securities 30 Item 6.
Security Ownership of Certain Beneficial Owners and Management and Related Shareholder Matters 52 Item 13.
Our actual future results and trends may differ materially from expectations depending on a variety of factors discussed in our filings with the Securities and Exchange Commission (the SEC ).
+7 more — sign up free →
MORE FINANCIAL SIGNALS
CRMHIGHSalesforce significantly increased debt by 71% to $14.4B while simultaneously ac...
2026-03-02
UNHHIGHUNH's operating income plummeted 41% despite 12% revenue growth, indicating seve...
2026-03-02
PFEHIGHPfizer achieved a dramatic 87.3% reduction in total debt from $31.4B to $4.0B, r...
2026-02-26
GILDHIGHGILD dramatically increased R&D spending by 81.5% to $9.1B while introducing new...
2026-02-24
ANALYZE ANY FILING FREE

See what changed in your portfolio's filings

500+ US-listed companies analyzed. Language delta, financial analysis, instant signal scoring.

Try Tracenotes free →