O
Realty Income·NYSE
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O fundamentals
Realty Income (O) released its earnings on Feb 24, 2026: revenue was 1.40B (YoY +9.37%), beat estimates; EPS was 0.32 (YoY +39.13%), missed estimates.
Revenue / YoY
1.40B
+9.37%
EPS / YoY
0.32
+39.13%
Report date
Feb 24, 2026
O Earnings Call Summary for Q4,2025
- Record AFFO Growth: Full year 2025 AFFO of $4.28 per share, with Q4 at $1.08, driven by 98.9% occupancy and 3.9% rent recapture.
- $8B Investment Guidance: 2026 deployment targets $8B, with 30% from investment-grade clients, and 40-50 bps credit loss guidance.
- Strategic Partnerships: $1.5B GIC joint venture for industrial build-to-suit in Mexico, and $800M Blackstone perpetual preferred equity deal.
- Mexico Expansion: Initial $200M takeout commitment for U.S.-dollar-denominated industrial portfolio, leveraging near-shoring trends.
- AI-Driven Risk Management: Proprietary analytics enabled 80% recapture rate in At Home bankruptcy, and proactive lease termination income of $18.9M Q4.
- Balance Sheet Strength: $4.1B liquidity, 5.4x net debt/EBITDA, and $862M convertible notes refinancing at 3.5%.
EPS
Actual | 0.4261 | 0.3002 | 0.0678 | 0.3196 | 0.2518 | 0.3196 | 0.3292 | 0.01 | 0.34 | 0.37 | 0.36 | 0.36 | 0.34 | 0.29 | 0.33 | 0.3 | 0.16 | 0.29 | 0.3 | 0.23 | 0.28 | 0.22 | 0.35 | 0.32 | ||||||||||||||||
Forecast | 0.3669 | 0.2984 | 0.335 | 0.3286 | 0.2886 | 0.369 | 0.3907 | 0.3294 | 0.4016 | 0.363 | 0.3322 | 0.3242 | 0.3242 | 0.338 | 0.324 | 0.3337 | 0.3898 | 0.3598 | 0.3471 | 0.3693 | 0.3611 | 0.3425 | 0.3527 | 0.3835 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +16.14% | +0.60% | -79.76% | -2.74% | -12.75% | -13.39% | -15.74% | -96.96% | -15.34% | +1.93% | +8.37% | +11.04% | +4.87% | -14.20% | +1.85% | -10.10% | -58.95% | -19.40% | -13.57% | -37.72% | -22.46% | -35.77% | -0.77% | -16.56% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 412.16M | 410.20M | 401.87M | 415.31M | 439.37M | 460.26M | 486.34M | 679.00M | 799.57M | 800.80M | 825.95M | 873.35M | 925.29M | 995.29M | 1.01B | 1.03B | 1.21B | 1.28B | 1.27B | 1.28B | 1.31B | 1.34B | 1.39B | 1.40B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 405.45M | 390.89M | 406.92M | 403.67M | 420.40M | 441.43M | 471.53M | 667.10M | 754.78M | 795.64M | 817.50M | 846.30M | 905.06M | 941.32M | 994.87M | 1.02B | 1.15B | 1.22B | 1.26B | 1.28B | 1.28B | 1.33B | 1.34B | 1.36B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +1.66% | +4.94% | -1.24% | +2.88% | +4.51% | +4.26% | +3.14% | +1.78% | +5.93% | +0.65% | +1.03% | +3.20% | +2.24% | +5.73% | +1.41% | +0.92% | +5.23% | +4.95% | +0.74% | +0.03% | +2.63% | +0.72% | +3.18% | +2.81% |
Earnings Call
You can ask Aime
Did Realty Income beat or miss consensus estimates last quarter?What does Realty Income do and what are its main business segments?What were the key takeaways from Realty Income's earnings call?What is Realty Income's latest dividend and current dividend yield?What is the market's earnings forecast for Realty Income next quarter?What factors drove the changes in Realty Income's revenue and profit?What guidance did Realty Income's management provide for the next earnings period?What were the key takeaways from Realty Income’s earnings call?
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