VNOHIGH SIGNALFINANCIAL10-K

VNO delivered exceptional financial performance with net income surging over 1,100% to $905M while simultaneously reducing debt by $300M and increasing cash reserves.

This dramatic turnaround from $70.4M to $905M in net income, combined with strong operating cash flow growth of 134%, suggests either major asset dispositions, significant valuation gains, or a fundamental improvement in operating performance. The concurrent debt reduction of $300M and increased cash position demonstrates improved financial flexibility and deleveraging success.

Comparing 2026-02-09 vs 2025-02-10View on EDGAR →
FINANCIAL ANALYSIS

VNO showed remarkable financial improvement across all key metrics, with net income exploding from $70.4M to $905M (+1,186%) and operating cash flow more than doubling to $1.3B. The company strengthened its balance sheet by reducing total debt 11.8% to $2.3B while growing stockholders' equity 16.1% to $6.0B and increasing cash reserves 14.6% to $840.9M. This combination of dramatic profitability improvement, debt reduction, and cash growth signals either successful major asset monetization or a significant operational turnaround that substantially enhances VNO's financial position and flexibility.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
+1185.7%
$70.4M$905.0M

Net income grew 1185.7% — bottom-line growth signals improving overall business health.

Operating Cash Flow
Cash Flow
+134%
$537.7M$1.3B

Operating cash flow surged 134% — exceptional cash generation, highest quality earnings signal.

Stockholders Equity
Balance Sheet
+16.1%
$5.2B$6.0B

Equity base grew 16.1% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Cash & Equivalents
Balance Sheet
+14.6%
$733.9M$840.9M

Cash grew 14.6% — improving liquidity position supports investment and shareholder returns.

Total Debt
Balance Sheet
-11.8%
$2.6B$2.3B

Debt reduced 11.8% — deleveraging strengthens balance sheet and reduces financial risk.

Total Liabilities
Balance Sheet
-11.3%
$9.8B$8.7B

Liabilities reduced 11.3% — deleveraging improves balance sheet strength and financial flexibility.

LANGUAGE CHANGES
NEW — 2026-02-09
PRIOR — 2025-02-10
ADDED
by persons other than officers and trustees of Vornado Realty Trust, was $ 6,833,930,000 at June 30, 2025.
As of December 31, 2025, there were 190,666,367 common shares of beneficial interest outstanding of Vornado Realty Trust.
by persons other than Vornado Realty Trust and its officers and trustees, was $ 403,978,000 as of June 30, 2025.
Vornado is the sole general partner of and owned approximately 91.3% of the common limited partnership interest in the Operating Partnership as of December 31, 2025.
We currently own all or portions of: New York: 51 Manhattan operating properties consisting of: 19.2 million square feet of office space in 26 of the properties; 2.3 million square feet of street retail space in 45 of the properties; 1,331 units in two Manhattan residential properties; Multiple development sites and redevelopment projects, including 350 Park Avenue, Sunset Pier 94 Studios, 623 Fifth Avenue, the Hotel Pennsylvania site (PENN 15) and other PENN district sites; A 32.4% interest in Alexander s, Inc.
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REMOVED
by persons other than officers and trustees of Vornado Realty Trust, was $ 4,651,296,000 at June 30, 2024.
As of December 31, 2024, there were 190,846,580 common shares of beneficial interest outstanding of Vornado Realty Trust.
by persons other than Vornado Realty Trust and its officers and trustees, was $ 317,537,000 as of June 30, 2024.
Vornado is the sole general partner of and owned approximately 91.4% of the common limited partnership interest in the Operating Partnership as of December 31, 2024.
We currently own all or portions of: New York: 56 Manhattan operating properties consisting of: 20.1 million square feet of office space in 30 of the properties; 2.4 million square feet of street retail space in 49 of the properties; 1,330 units in two Manhattan residential properties; Multiple development sites, including 350 Park Avenue, Sunset Pier 94 Studios, the Hotel Pennsylvania site (PENN 15) and other PENN district sites; A 32.4% interest in Alexander s, Inc.
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