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Realty Income (O)
NYSE:O
Earnings Data
Report Date
Feb 24, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.37Last Year’s EPS
0.23Same Quarter Last Year
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call presented a strong performance in terms of investment activity, particularly in Europe, and successful debt management. However, the increased competition in the U.S. market and reliance on one-time lease termination income are notable concerns. Despite these lowlights, the highlights such as increased investment guidance and high portfolio occupancy suggest a generally positive outlook.Company Guidance
Significant Investment Activity
Realty Income invested $1.4 billion globally at a 7.7% weighted average initial cash yield, bringing the total year-to-date investment volume to over $3.9 billion. This surpasses the total investment volume of 2024.
Strong European Market Performance
72% of the investment volume was in Europe at an 8% weighted average initial cash yield, driven by a fragmented competitive landscape and a larger total addressable market than the U.S.
High Portfolio Occupancy and Rent Recapture
The portfolio ended the quarter with 98.7% occupancy and a rent recapture rate of 103.5% across 284 leases, with 87% of leasing activity from renewals.
Increased Investment Volume Guidance
The 2025 investment volume guidance has been increased from $5 billion to approximately $5.5 billion, reflecting continued momentum in the acquisitions pipeline.
Successful Debt Management
Closed on an $800 million dual-tranche unsecured debt offering with a blended tenor of 5.3 years and a weighted average yield to maturity of 4.4%.
O 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
O Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 03, 2025 | $58.20 | $56.14 | -3.54% |
Aug 06, 2025 | $56.14 | $56.31 | +0.30% |
May 05, 2025 | $55.37 | $55.22 | -0.27% |
Feb 24, 2025 | $54.96 | $53.93 | -1.87% |
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 Realty Income (O) report earnings?
Realty Income (O) is schdueled to report earning on Feb 24, 2026, After Close (Confirmed).
What is Realty Income (O) earnings time?
Realty Income (O) earnings time is at Feb 24, 2026, 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 O EPS forecast?
O EPS forecast for the fiscal quarter 2025 (Q4) is 0.37.
