earnings
confidence high
sentiment positive
materiality 0.70
Modiv Industrial Q2 2025 AFFO $0.38 beats consensus; revenue $11.8M, net loss $2.8M
MODIV INDUSTRIAL, INC.
2025-Q2 EPS reported
-$0.33
revenue$23,626,000
- Q2 2025 revenue of $11.8M and net loss attributable to common stockholders of $(2.8)M.
- AFFO of $4.8M ($0.38/diluted share), up 22% YoY, beating consensus estimates.
- 5-year lease renewal with 2% annual escalations on Northrop Grumman property in Melbourne, FL.
- CEO notes potential asset recycling of ~$150M in assets targeting 100+ bps AFFO growth within 12+ months.
- Observations of lending market thaw and increased small-cap REIT M&A activity.
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