earnings
confidence high
sentiment positive
materiality 0.75
Realty Income Q3 AFFO $1.08/share, up 2.9% YoY; raises 2025 AFFO guidance to $4.25-$4.27
REALTY INCOME CORP
2025-Q3 EPS reported
$0.84
revenue$4,261,435,000
- Net income available to common stockholders $315.8M ($0.35/share); AFFO $1.08/share vs $1.05 YoY.
- Total revenue $1.47B, up 10.5% YoY; invested $1.4B at initial cash yield of 7.7%.
- Rent recapture rate of 103.5% on re-leased properties; Net Debt/EBITDAre 5.4x.
- 2025 AFFO guidance raised to $4.25-$4.27/share; investment volume guidance ~$5.5B.
- In October 2025, issued $400M 3.950% notes due 2029 and $400M 4.500% notes due 2033.