secwatch.observer — SEC 8-K summary
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Issuer:     REALTY INCOME CORP (O)
CIK:        0000726728
Form:       8-K
Filed at:   2026-08-05T20:07:57+00:00
Accession:  0000726728-26-000044
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Realty Income Q2 AFFO per share $1.09, up 3.8% YoY; raises 2026 guidance to $4.44-$4.45
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- Net income $344M ($0.37/diluted); AFFO per share $1.09 vs $1.05 prior year.
- Invested $2.6B ($2.1B pro-rata) at 7.3% initial cash yield; rent recapture 102.7%.
- Net debt to annualized pro forma adjusted EBITDA 5.4x.
- Raised 2026 AFFO guidance to $4.44-$4.45, ~4% growth at midpoint.
- Subsequent events: issued €600M 3.625% notes due 2032; Fitch assigned 'A' rating.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/726728/000072672826000044/0000726728-26-000044-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/726728/000072672826000044/o-20260805.htm
  HTML page:      https://secwatch.observer/filing/0000726728-26-000044

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer