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Broadstone Net Lease (BNL)
NYSE:BNL
Earnings Data
Report Date
Oct 29, 2025TBA (Not Confirmed)
Period Ending
2025 (Q3)Consensus EPS Forecast
0.16Last Year’s EPS
0.19Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call highlighted BNL's strong AFFO growth, successful portfolio repositioning, and robust build-to-suit pipeline. However, challenges remain with tenant credit events and a competitive acquisition environment. The company's ability to manage these challenges and maintain growth indicates a positive outlook.Company Guidance
Increased AFFO Guidance
The company raised its full-year 2025 AFFO guidance to $1.48 to $1.50 per share, reflecting a 4.2% growth at the midpoint, with the second quarter showing 5.6% growth compared to 2024.
Strong Build-to-Suit Pipeline
BNL has committed to 8 build-to-suit projects totaling $371.2 million, expected to generate $28 million in new ABR by Q3 2026, representing a 6.9% growth in current ABR.
Successful Portfolio Repositioning
BNL successfully reduced its clinical health care exposure to 2.4% of ABR while still growing AFFO per share, demonstrating effective strategic repositioning.
High Occupancy and Rent Collection
The company maintained a 99.1% lease rate with 99.6% of base rents collected, showing strong portfolio performance.
Robust Acquisition Activity
BNL closed on $135 million in new property acquisitions and has another $234.6 million under control, reflecting a strong acquisition pipeline.
Reduced Bad Debt Reserve
Due to positive resolutions of tenant matters, BNL reduced its bad debt reserve from 125 basis points to 75 basis points for the remainder of the year.
BNL 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
BNL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jul 30, 2025 | $15.91 | $16.24 | +2.07% |
Apr 30, 2025 | $15.89 | $15.58 | -1.95% |
Feb 19, 2025 | $15.01 | $15.47 | +3.06% |
Oct 30, 2024 | $17.16 | $16.67 | -2.86% |
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 Broadstone Net Lease (BNL) report earnings?
Broadstone Net Lease (BNL) is schdueled to report earning on Oct 29, 2025, TBA (Not Confirmed).
What is Broadstone Net Lease (BNL) earnings time?
Broadstone Net Lease (BNL) earnings time is at Oct 29, 2025, TBA (Not 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 BNL EPS forecast?
BNL EPS forecast for the fiscal quarter 2025 (Q3) is 0.16.