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NNN REIT (NNN)
NYSE:NNN
US Market
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NNN REIT (NNN) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 05, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.49
Last Year’s EPS
0.52
Same Quarter Last Year
Based on 8 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 04, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflected a strong performance with increased acquisitions, raised financial guidance, and effective management of challenges. However, certain issues like temporary occupancy reduction and increased market competition posed challenges.
Company Guidance
During the NNN REIT Third Quarter 2025 earnings call, the company provided an updated guidance, highlighting a strong performance and strategic maneuvers to enhance shareholder value. NNN completed 20 deals comprising 57 assets worth $283 million, maintaining a balance sheet flexibility with $1.4 billion in total availability and an industry-leading average debt maturity of nearly 11 years. The guidance for 2025 core FFO per share was raised to $3.36 to $3.40, and acquisition value guidance was increased to a midpoint of $900 million. Portfolio occupancy stood at 97.5% as of September 30, with expectations to exceed 98% by year-end. The company reported a core FFO of $0.85 per share, an AFFO of $0.86 per share, and an annualized base rent increase to $912 million, up over 7% year-over-year. Additionally, the NOI margin was 98%, and G&A expenses were about 5% of total revenues. The updated outlook includes $850 million to $950 million in acquisitions and $170 million to $200 million in dispositions, reflecting robust activity and proactive risk management.
Strong Acquisition Performance
Closed 20 deals containing 57 assets for $283 million in the third quarter, raising the 2025 acquisition value to a midpoint of $900 million, an all-time high for the company.
Increased Financial Guidance
Raised 2025 guidance for core FFO per share to a range of $3.36 to $3.40, reflecting strong and disciplined growth strategy.
High Occupancy and Lease Renewal Rates
Achieved a 92% renewal rate for leases, above the historical average of 85%, with rental rates 108% above prior rents.
Robust Financial Position
Maintained a strong balance sheet with $1.4 billion in total availability and an industry-leading average debt maturity of nearly 11 years.
Successful Bankruptcy Resolution
At Home emerged from bankruptcy, eliminating $2 billion of funded debt and securing $500 million in new financing, with all leases affirmed.

NNN REIT (NNN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

NNN Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 05, 2026
2025 (Q4)
0.49 / -
0.52
Nov 04, 2025
2025 (Q3)
0.47 / 0.51
0.53-3.77% (-0.02)
Aug 05, 2025
2025 (Q2)
0.48 / 0.54
0.58-6.90% (-0.04)
May 01, 2025
2025 (Q1)
0.48 / 0.51
0.52-1.92% (-0.01)
Feb 11, 2025
2024 (Q4)
0.48 / 0.52
0.53-1.89% (-0.01)
Oct 31, 2024
2024 (Q3)
0.49 / 0.53
0.59-10.17% (-0.06)
Aug 01, 2024
2024 (Q2)
0.49 / 0.58
0.547.41% (+0.04)
May 01, 2024
2024 (Q1)
0.48 / 0.52
0.54.00% (+0.02)
Feb 08, 2024
2023 (Q4)
0.48 / 0.53
0.56.00% (+0.03)
Nov 01, 2023
2023 (Q3)
0.47 / 0.59
0.518.00% (+0.09)
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

NNN Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 04, 2025
$40.89$39.82-2.62%
Aug 05, 2025
$42.42$41.36-2.50%
May 01, 2025
$39.93$40.04+0.28%
Feb 11, 2025
$36.45$38.54+5.73%
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 NNN REIT (NNN) report earnings?
NNN REIT (NNN) is schdueled to report earning on Feb 05, 2026, Before Open (Confirmed).
    What is NNN REIT (NNN) earnings time?
    NNN REIT (NNN) earnings time is at Feb 05, 2026, Before Open (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 NNN EPS forecast?
          NNN EPS forecast for the fiscal quarter 2025 (Q4) is 0.49.
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