Symbols

ADC

Agree Realty·NYSE

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ADC fundamentals

ADC Q4 2025 Earnings

Agree Realty (ADC) released its earnings on Feb 10, 2026: revenue was 190.49M (YoY +18.51%), beat estimates; EPS was 0.47 (YoY +14.63%), missed estimates.

Revenue / YoY

190.49M

+18.51%

EPS / YoY

0.47

+14.63%

Report date

Feb 10, 2026

ADC Earnings Call Summary for Q4,2025

Investment Guidance Boost: Raised 2026 investment range to $1.4-1.6 billion (+10%), driven by 2 new sale-leasebacks and accelerated DFP projects.
** AFFO Growth Target**: 5.4% YoY growth at midpoint ($4.54-4.58), supported by 10%+ operational returns and G&A savings (~30 bps of revenue).
Balance Sheet Strength: A- credit rating, $2 billion liquidity, and 3.8x net debt/EBITDA, enabling execution without incremental equity.
Strategic Focus: Necessity-based retailers (72% investment-grade exposure), ground leases (18% Q4 mix), and cost-efficient development ($160/sqft junior boxes).

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Revenue & Expenses

Key Indicators

Agree Realty (ADC) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Agree Realty (ADC)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Balance Sheet

Agree Realty (ADC)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Cash Flow

Agree Realty (ADC)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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