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Agree Realty (ADC)
NYSE:ADC
Earnings Data
Report Date
Oct 28, 2025After Close (Confirmed)
Period Ending
2025 (Q3)Consensus EPS Forecast
0.45Last Year’s EPS
0.42Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call reflected a largely positive outlook, with significant investment growth, a strong financial position, and increased guidance for AFFO. High occupancy rates and strategic acquisitions were key highlights. However, concerns about consumer sentiment, potential bankruptcy of At Home, and tariff impacts were noted as potential challenges.Company Guidance -
Q3 2025
Significant Investment Growth
Agree Realty invested over $725 million in the first half of the year, a more than twofold increase from the previous year. They raised their full-year investment volume guidance to $1.4 billion to $1.6 billion, representing a 58% increase over last year.
Strong Financial Position
The company raised over $1 billion in capital year-to-date and has over $2.3 billion in total liquidity. They reported a pro forma net debt to recurring EBITDA of just 3.1x at the quarter end.
Increased AFFO Guidance
Agree Realty raised their full-year AFFO per share guidance by $0.02 to a new range of $4.29 to $4.32, indicating over 4% growth at the midpoint.
High Occupancy and Strong Lease Renewals
The company achieved an occupancy rate of 99.6% and executed new leases, extensions, or options on approximately 950,000 square feet of gross leasable area during the quarter.
Retailer Demand and Strategic Investments
The company reported the highest level of retailer demand for new brick-and-mortar locations since the financial crisis and invested in strategic acquisitions, including a $75 million grocery-dominated portfolio.
ADC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ADC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 30, 2025 | $72.80 | $72.56 | -0.33% |
Apr 22, 2025 | $78.03 | $76.16 | -2.40% |
Feb 11, 2025 | $71.12 | $69.95 | -1.65% |
Oct 22, 2024 | $72.58 | $74.09 | +2.08% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Agree Realty (ADC) report earnings?
Agree Realty (ADC) is schdueled to report earning on Oct 28, 2025, After Close (Confirmed).
What is Agree Realty (ADC) earnings time?
Agree Realty (ADC) earnings time is at Oct 28, 2025, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ADC EPS forecast?
ADC EPS forecast for the fiscal quarter 2025 (Q3) is 0.45.