Recent 8-K filings for NLCP

• May 8, 2026, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01item 7.01 ◈ Earnings Releases

  NewLake Q1 revenue $12.3M (-6.8% YoY); AFFO $0.48/sh; Cannabist enters restructuring

  Revenue $12.3M (down 6.8% from $13.2M); net income $5.8M ($0.28 EPS); AFFO $10.1M ($0.48 per share diluted).

• March 5, 2026, 6:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01item 7.01

  NewLake reports Q4 AFFO $0.51, revenue $12.3M; FY AFFO $2.09, declares $0.43 dividend

  Q4 2025 revenue $12.3M (-1.4% YoY); AFFO $10.6M ($0.51/share); payout ratio 85%.

• November 6, 2025, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01item 7.01

  Q3 earnings flat; AYR & Revolutionary Clinics vacate properties, 5.9% of rent at risk

  Q3 revenue $12.6M flat YoY, net income $6.7M, AFFO $11.0M.

• August 6, 2025, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01item 7.01

  NewLake Q2 revenue $12.9M (+3.8% YoY), AFFO $11.5M; notes AYR Wellness rent risk

  Revenue $12.9M, net income $7.3M, AFFO $11.5M; declared $0.43 dividend (annual $1.72).

• May 7, 2025, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01item 7.01

  NewLake Q1 revenue $13.2M (+4.8%); net income $6.3M, AFFO $10.7M; tenant defaults noted

  Revenue $13.2M, up 4.8% YoY; net income $6.3M vs $6.9M YoY.

• March 5, 2025, 6:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01item 7.01

  NewLake Capital FY2024 revenue $50.1M (+6% YoY), AFFO $43.7M (+7.5%), declares $0.43 Q1 dividend

  Q4 rev $12.5M vs $13.0M YoY; net income $6.0M; AFFO $10.9M vs $10.8M (+1.8%).

• November 13, 2024, 6:59 PM ET earnings materiality 0.60 neutral item 2.02item 9.01item 7.01

  NewLake Capital Q3 revenue $12.6M (+9.3% YoY), AFFO $10.8M, declares $0.43 dividend

  Revenue $12.6M (+9.3% YoY); net income $6.4M vs $6.0M YoY.

• August 7, 2024, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01item 7.01

  NewLake Q2 revenue $12.5M (+9.5% YoY); AFFO $11.0M; dividend raised to $0.43

  Revenue $12.5M, net income $6.8M; FFO $10.5M (+11.3% YoY), AFFO $11.0M (+11.2% YoY).

• June 11, 2024, 7:59 PM ET other material materiality 0.60 neutral item 1.01item 5.07item 9.01

  NewLake Capital enters $50M ATM equity offering; annual meeting ratifies directors and auditor

  Agreement with Compass Point for at-the-market sales of up to $50M in common stock; 2% commission.

• May 9, 2024, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01item 7.01 ◈ Earnings Releases

  NewLake Q1 revenue $12.6M (+10.4% YoY); AFFO $11.0M; dividend raised to $0.41/quarter

  Revenue $12.6M, up 10.4% YoY; net income $6.9M vs $5.9M YoY.

• March 11, 2024, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01item 7.01 ◈ Earnings Releases

  NewLake Q4 revenue $13.0M (+6.4% YoY); raises quarterly dividend to $0.41/share

  Q4 2023 revenue $13.0M (+6.4% YoY); full-year revenue $47.3M (+5.1% YoY).

• November 9, 2023, 6:59 PM ET earnings materiality 0.65 negative item 2.02item 9.01item 7.01 ◈ Earnings Releases

  NewLake Q3 revenue $11.5M, AFFO $10.1M; Rev Clinics lease amended; Calypso missed rent

  Q3 revenue $11.5M (-4.9% YoY); net income $6.0M; FFO $9.6M; AFFO $10.1M (-5.1%).

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.75 · Median 0.60 · Most common event earnings

3 positive 4 negative 14 neutral

source · NLCP on sec.gov