earnings
confidence high
sentiment positive
materiality 0.80
Realty Income Q4 net income $296.1M ($0.32/sh); 2026 AFFO guidance $4.38-$4.42
REALTY INCOME CORP
2025-FY EPS reported
$1.17
revenue$5,749,377,000
- Q4 net income $296.1M ($0.32/sh); FY net income $1.1B ($1.17/sh).
- Q4 AFFO $1.08/sh; FY AFFO $4.28/sh vs $4.19 in 2024.
- Q4 investments $2.4B (pro-rata $2.3B at 7.1% yield); FY $6.3B (pro-rata $6.2B at 7.3% yield).
- Jan 2026: $862.5M 3.5% convertible notes due 2029; GIC JV >$1.5B; Mexico expansion $200M.
- 2026 AFFO guidance $4.38-$4.42 (~2.8% growth); investment guidance ~$8B.