Sila Realty Trust, Inc. (SILA) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

May 08, 2026

Before Open (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

0.2

Last Year’s EPS

0.14

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 1 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Feb 24, 2026|

% Change Since:

Earnings Call Sentiment|Positive

Overall the call emphasized balance-sheet strength, modest operational growth and improving tenant credit quality, supported by acquisitions, strong liquidity (> $480M) and conservative leverage (net debt/EBITDAre 3.9x). Offsetting items included a decline in AFFO per share (-5.8%), higher interest expense from new swaps, and isolated asset disruption (Stoughton demolition, Alexandria vacancy). Management communicated disciplined capital deployment and a pipeline of accretive redevelopment and acquisition opportunities while remaining cautious on share repurchases and equity raises given current valuation dynamics.

Company Guidance

The company guided that it will remain disciplined but has significant firepower to grow, with net debt/EBITDAre at 3.9x (below its 4.5x–5.5x target), total liquidity >$480M and $676M of outstanding unsecured debt at a 4.7% weighted average rate; management said it could deploy roughly $225M to reach the midpoint (~5.0x) or up to ~$375M to reach the high end (≈5.5x) of its leverage range (roughly 24 months of buying capacity). Operational and portfolio metrics cited as supporting that capacity include 2025 cash NOI of $169.9M (+0.8% YoY; +4.4% ex one‑time items), same‑store cash NOI +0.9% (+1.1% ex one‑time items), FFO/share $2.16 (+3.6%), AFFO/share $2.18 (‑5.8%), portfolio EBITDARM rent coverage 5.9x in 2025 (5.7x excl. Saginaw) vs. 5.3x in 2024, 75.6% of ABR reporting results, weighted average remaining lease term increased to 10.0 years, investment‑grade guarantor/affiliate exposure up 2.3 ppt to 40.6%, and a 2026 lease expiration book of 4.1% GLA with 34.8% of that already renewed (2025 expirations were 4.8% GLA with 90% retained and nonrenewals equating to just 0.5% of ABR). Portfolio and transaction activity noted as part of the plan: >$2B of owned assets, six 2025 acquisitions for ~ $150M (241k rentable SF) plus a $43.1M post‑year‑end acquisition, >$7M of redevelopments completed, Saginaw sale for $14.5M, anticipated dispositions (Henderson, Las Vegas II, Alexandria) in early‑2026, Stoughton carrying costs cut to ~$35k/month from ~$120k/month (demolition to finish by end‑Q1 2026), and management expects in‑portfolio expansions to yield ~150–200 bps above going‑in cap rates (blended going‑in cash cap ~7%).

Acquisition Activity and Portfolio Growth

Acquired 6 healthcare facilities in 2025 for an aggregate purchase price of approximately $150 million (241,000 rentable sq ft); closed an additional inpatient rehabilitation facility in Oklahoma City after year-end for $43.1 million (facility expanded from 40 to 58 licensed beds).

Strong Liquidity and Conservative Leverage

Total liquidity exceeded $480 million at year-end; net debt to EBITDAre of 3.9x, below the company's target leverage range of 4.5x–5.5x, translating to over $200 million of debt capacity to reach the midpoint and theoretical incremental buying capacity of ~$225 million (midpoint) to ~$375 million (high end).

Cash NOI and Same-Store Performance

Cash NOI for the year was $169.9 million versus $168.6 million in 2024, a +0.8% increase driven by acquisitions and same-store cash NOI growth of +0.9%. Excluding certain one-time fees, cash NOI growth would have been +4.4% and same-store cash NOI +1.1%.

FFO per Share Growth

FFO per share for the full year was $2.16, a +3.6% increase year-over-year, supported by straight-line rent increases, higher interest income on mezzanine loans, and reduced G&A/onetime listing costs in the prior year.

Tenant Credit Quality and Coverage Improvement

Investment-grade tenant/guarantor percentage increased by 2.3 percentage points year-over-year to 40.6%. Portfolio-wide EBITDARM rent coverage improved to 5.9x in 2025 from 5.3x in 2024 (5.7x excluding an outsized Saginaw tenant) and 75.6% of ABR now reports financials at tenant or guarantor level.

Portfolio Optimization and Redevelopment Activity

Completed over $7 million of redevelopment projects in 2025 with compelling risk-adjusted returns and expects additional expansion opportunities (management noted these expansions often yield 150–200 bps higher than going-in cap rates). Executed planned dispositions (Saginaw sale closed for $14.5 million; Henderson and Las Vegas II expected to close in Q1 2026; Alexandria sale under contract).

Longer Lease Term and High Retention

Weighted average remaining lease term increased from 9.7 years to 10.0 years by year-end. Of the 4.8% of GLA scheduled to expire in 2025, the company retained 90% of expiring tenancy by square footage, and non-renewals represented only 0.5% of ABR.

Institutional Recognition and Market Position

Company was added to prominent equity indices (including RMZ and Russell 2000), and shareholder base rotated materially toward institutional investors (management noted roughly 70% institutional ownership), reflecting stronger market recognition.

Sila Realty Trust, Inc. (SILA) 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

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SILA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 08, 2026	2026 (Q1)	0.20 / -	0.14	―	―	―
Feb 24, 2026	2025 (Q4)	0.17 / 0.09	0.2	-55.00% (-0.11)
Nov 04, 2025	2025 (Q3)	0.19 / 0.21	0.21	0.00% (0.00)
Aug 06, 2025	2025 (Q2)	0.22 / 0.15	0.08	87.50% (+0.07)
May 07, 2025	2025 (Q1)	0.22 / 0.14	0.26	-46.15% (-0.12)
Feb 25, 2025	2024 (Q4)	0.23 / 0.20	-0.158	226.58% (+0.36)
Nov 12, 2024	2024 (Q3)	0.14 / 0.21	0.261	-19.54% (-0.05)
Aug 06, 2024	2024 (Q2)	- / 0.08	0.067	19.40% (+0.01)
May 08, 2024	2024 (Q1)	- / 0.26	0.249	4.42% (+0.01)		―
Mar 06, 2024	2023 (Q4)	- / -0.16	-0.615	74.31% (+0.46)	―	―

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

SILA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 24, 2026	$25.51	$26.39	+3.45%
Nov 04, 2025	$23.27	$23.08	-0.82%
Aug 06, 2025	$24.58	$24.41	-0.69%
May 07, 2025	$24.36	$24.12	-0.99%

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 Sila Realty Trust, Inc. (SILA) report earnings?

Sila Realty Trust, Inc. (SILA) is schdueled to report earning on May 08, 2026, Before Open (Confirmed).

What is Sila Realty Trust, Inc. (SILA) earnings time?

Sila Realty Trust, Inc. (SILA) earnings time is at May 08, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

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What is SILA EPS forecast?

SILA EPS forecast for the fiscal quarter 2026 (Q1) is 0.2.