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Essential Properties Realty Trust Inc (EPRT)
NYSE:EPRT
US Market
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Essential Properties Realty (EPRT) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 18, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.33
Last Year’s EPS
0.3
Same Quarter Last Year
Based on 12 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 22, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call highlighted strong investment execution, portfolio performance, and financial metrics, with increased guidance indicating confidence in future growth. However, concerns were noted regarding increased G&A expenses and potential cap rate compression.
Company Guidance
During the third quarter of 2025, Essential Properties Realty Trust demonstrated robust financial and operational performance, leading to an increase in their 2025 AFFO per share guidance to a range of $1.87 to $1.89 and setting an initial 2026 AFFO per share guidance of $1.98 to $2.04, implying a growth rate of 6% to 8%. The company invested $370 million during the quarter, with a weighted average cash yield of 8% and a GAAP yield of 10%, supported by a healthy balance of new and existing operator relationships. Their portfolio showed strong metrics, including same-store rent growth of 1.6%, occupancy of 99.8%, and increased rent coverage of 3.6x. The company maintained a solid capital position with pro forma leverage of 3.8x and $1.4 billion in liquidity, enhanced by a $400 million unsecured bond issuance. Investment volume guidance for 2025 was also raised to between $1.2 billion and $1.4 billion, with expectations for 2026 to be consistent with this range.
Strong Investment Strategy Execution
The company sourced $370 million in investments during Q3 2025 with a high initial cash yield of 8% and a GAAP yield of 10%, representing significant spreads over the cost of capital.
Portfolio Performance and Growth
Same-store rent growth was 1.6%, rent coverage increased to 3.6x, and the percentage of ABR under 1x rent coverage declined by 120 basis points.
Increased Financial Guidance
AFFO per share guidance for 2025 was increased to $1.87 to $1.89, with initial 2026 guidance set at $1.98 to $2.04, reflecting a growth rate of 6% to 8%.
Healthy Balance Sheet and Liquidity
Pro forma leverage was 3.8x with $1.4 billion in liquidity, supported by a $400 million unsecured bond issuance.
Record Level of Investments
AFFO per share increased by 12% from Q3 2024, with a total AFFO of $96.2 million, up 24% from the same period in 2024.

Essential Properties Realty (EPRT) 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

EPRT Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 18, 2026
2025 (Q4)
0.33 / -
0.3
Oct 22, 2025
2025 (Q3)
0.31 / 0.33
0.2722.22% (+0.06)
Jul 23, 2025
2025 (Q2)
0.31 / 0.32
0.2910.34% (+0.03)
Apr 23, 2025
2025 (Q1)
0.29 / 0.29
0.283.57% (<+0.01)
Feb 12, 2025
2024 (Q4)
0.31 / 0.30
0.31-3.23% (-0.01)
Oct 23, 2024
2024 (Q3)
0.30 / 0.27
0.29-6.90% (-0.02)
Jul 24, 2024
2024 (Q2)
0.29 / 0.29
0.35-17.14% (-0.06)
Apr 24, 2024
2024 (Q1)
0.28 / 0.28
0.29-3.45% (>-0.01)
Feb 14, 2024
2023 (Q4)
0.27 / 0.31
0.2524.00% (+0.06)
Oct 25, 2023
2023 (Q3)
0.27 / 0.29
0.2611.54% (+0.03)
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

EPRT Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 22, 2025
$31.37$31.86+1.56%
Jul 23, 2025
$30.27$30.24-0.10%
Apr 23, 2025
$31.48$30.92-1.78%
Feb 12, 2025
$29.83$30.24+1.37%
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 Essential Properties Realty Trust Inc (EPRT) report earnings?
Essential Properties Realty Trust Inc (EPRT) is schdueled to report earning on Feb 18, 2026, After Close (Confirmed).
    What is Essential Properties Realty Trust Inc (EPRT) earnings time?
    Essential Properties Realty Trust Inc (EPRT) earnings time is at Feb 18, 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 EPRT EPS forecast?
          EPRT EPS forecast for the fiscal quarter 2025 (Q4) is 0.33.
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