earnings
confidence high
sentiment positive
materiality 0.75
Safehold Q4 adjusted EPS $0.42, revenue $97.9M; names Michael Trachtenberg President
Safehold Inc.
2025-FY EPS reported
$1.59
revenue$385,552,000
- Q4 GAAP EPS $0.39, adjusted EPS $0.42 (ex $2.2M debt extinguishment loss); revenue $97.9M (+7% YoY).
- FY 2025 GAAP EPS $1.59, adjusted $1.65; revenue $385.6M (+5% YoY); net income $114.5M.
- Originated $429M new investments in 2025 (17 ground leases, 4 leasehold loans); portfolio GBV $7.1B.
- S&P upgraded to A-; now A-/A3/A- with stable outlook. Closed $400M term loan, repaid $227M secured debt.
- Appointed Michael Trachtenberg as President, strengthening leadership team.
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