Sachem Capital Corp. (SACH)
XASE:SACH
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Earnings Data
Report Date
Aug 17, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.03Last Year’s EPS
0.02Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a strategically meaningful transaction that creates a large, lease-driven industrial REIT with multiple growth levers, experienced operators, and a path to improved capital markets positioning. However, material concerns remain around concentrated IRG ownership and voting control (94.1% economic interest and ~51% voting power), an initially high pro forma leverage (~8x), a dilutive reverse 20:1 stock split and limited immediate economic interest for existing Sachem shareholders (~5.9%). The combination of clear strategic upside and significant governance, leverage and execution risks results in a balanced view.Company Guidance
Creation of a Scaled Industrial REIT
Definitive contribution agreement to form IRG Realty Trust, Inc. (IRGT) — a publicly listed industrial REIT designed to be a scaled, lease-driven platform combining IRG's industrial portfolio with Sachem's capital solutions business.
Significant Enterprise Value and Asset Base
Pro forma implied enterprise value of $3.4 billion based on March 31, 2026 values; Sachem contributed approximately $470 million of total assets as of March 31, 2026; transaction includes contribution of 98 industrial properties.
Large, Diversified Industrial Portfolio and Operating Scale
IRG currently manages more than 200 properties (~100 million sq ft); the contributed 98-property portfolio emphasizes mission-critical industrial infrastructure supporting manufacturing, warehousing and distribution tenants.
Recurring Cash Flows and Tenant Diversification
Transaction designed to create recurring contractual lease-driven cash flows; top 10 tenants represent ~30% of annualized base rent, indicating diversified tenant exposure across the portfolio.
Multiple Growth Levers and Operational Readiness
Growth strategy includes organic lease-up, mark-to-market rent growth, accretive acquisitions and Sachem's real estate capital solutions team; IRG Realty Advisors (IRGRA) will manage operations post-close, bringing an existing fully staffed management team and operating experience.
Balance Sheet Guidance and Path to Lower Leverage
Expected pro forma leverage around ~8x upon close with a stated visible path to achieve sub-6x leverage over time through organic cash flow growth and disciplined balance sheet management; Scotiabank expected to work as lead arranger on a new credit facility.
Governance and Leadership Commitments
Plans for majority independent Board in compliance with NYSE listing requirements; Stuart Lichter expected to serve as Chairman and John Villano to remain on the Board; intention to enhance executive team with industrial/REIT expertise.
Share Value Presentation for Sachem Equity
Transaction values Sachem stand-alone common equity at $2.00 per share, described as a significant premium to Sachem's 30-day and 90-day VWAP.
SACH 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
SACH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 18, 2026 | $1.03 | $1.38 | +33.98% |
Mar 12, 2026 | $1.04 | $1.05 | +0.96% |
Nov 05, 2025 | $0.97 | $0.97 | 0.00% |
Aug 05, 2025 | $1.02 | $1.04 | +2.55% |
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 Sachem Capital Corp. (SACH) report earnings?
Sachem Capital Corp. (SACH) is schdueled to report earning on Aug 17, 2026, After Close (Confirmed).
What is Sachem Capital Corp. (SACH) earnings time?
Sachem Capital Corp. (SACH) earnings time is at Aug 17, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SACH EPS forecast?
SACH EPS forecast for the fiscal quarter 2026 (Q2) is 0.03.