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Postal Realty Trust Inc (PSTL)
NYSE:PSTL
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.11Last Year’s EPS
0.06Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented clear operational and financial progress: strong AFFO growth (13.8% YoY), robust acquisition activity ($123.1M in 2025), improved lease term structure and rent escalators, expanded liquidity (~$271M) and an investment-grade rating. Management provided above-market 2026 guidance and a funded acquisition plan. Risks disclosed include material leverage (~5.2x net debt/EBITDA), dilution from forward equity (~$0.05 per share), a concentrated set of 2027 lease expirations (~470 leases) and evolving USPS last-mile competitive dynamics. On balance, positive growth, capital access and operating improvements outweigh the noted financial and market risks.Company Guidance
AFFO Growth and Strong Quarterly Results
Reported Q4 AFFO per share of $0.33 and full-year AFFO per share of $1.32, representing 13.8% growth for 2025 and finishing at the high end of guidance.
Robust Acquisition Activity
Acquired 216 properties in 2025 for $123.1 million (exceeding December guidance and nearly $40 million above the original midpoint); Q4 acquisitions included 65 properties for ~$29.1 million at a 7.5% weighted average initial cash cap rate, adding ~142,000 net leasable interior square feet.
Portfolio and Lease Structure Improvements
Grew asset base by ~20% in 2025 and increased weighted average lease term to over 5 years (vs. 3 years at IPO); 53% of portfolio rent subject to annual escalators and 37% with 10-year terms, improving cash-flow visibility.
Same-Store NOI and Forward Guidance
Achieved 2025 same-store cash NOI growth of 8.9%; provided 2026 AFFO per share guidance of $1.39–$1.41 (midpoint +6.1% YoY) and same-store cash NOI guidance of 6.0%–7.0%.
Strengthened Liquidity and Access to Capital
Year-end liquidity rose to $271 million (including revolver upsize and Q1 equity raises); closed $115 million in new revolving credit commitments and raised $44 million equity in 2026 at an average gross price of $17.67 per share.
Improved Credit Profile and Capital Strategy
Holds a BBB investment-grade rating from Kroll and KBRA, 89% fixed-rate debt and 91% unsecured debt; updated leverage target to net debt / adjusted EBITDA below 6x (current 5.2x, or 4.6x after unsettled forward equity).
Operating Efficiency
Full-year cash G&A of $10.9 million came in slightly better than guidance midpoint; cash G&A as a share of revenue declined ~130 basis points in 2025, reflecting scale efficiencies.
Dividend and Income Stability
Increased quarterly dividend by 1% to $0.245, maintaining a track record of annual increases since IPO; emphasized tenant stability with USPS paying 100% of monthly rent and leases representing ~1.5% of USPS operating expenses.
PSTL 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
PSTL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $19.40 | ― | ― |
Nov 04, 2025 | $14.57 | $15.03 | +3.19% |
Aug 04, 2025 | $13.56 | $14.20 | +4.73% |
Apr 30, 2025 | $12.40 | $12.16 | -1.90% |
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 Postal Realty Trust Inc (PSTL) report earnings?
Postal Realty Trust Inc (PSTL) is schdueled to report earning on May 12, 2026, After Close (Confirmed).
What is Postal Realty Trust Inc (PSTL) earnings time?
Postal Realty Trust Inc (PSTL) earnings time is at May 12, 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 PSTL EPS forecast?
PSTL EPS forecast for the fiscal quarter 2026 (Q1) is 0.11.