Gladstone Commercial (GOOD)
NASDAQ:GOOD
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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.04Last Year’s EPS
0.03Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated a predominantly positive operating quarter: occupancy, collections, lease duration and top-line revenues improved, FFO per share increased modestly, and management has strong liquidity and an active acquisition pipeline focused on industrial growth. Headwinds include higher depreciation-driven expenses, upcoming debt maturities and a competitive acquisition market, plus ongoing office-market challenges and a small sequential occupancy dip. Overall the positives (high occupancy, 100% collections, revenue growth, disciplined pipeline and liquidity) outweigh the manageable risks, supporting a constructive outlook.Company Guidance
Robust Leasing Activity and Rent Growth
Leased/renewed >773,000 sq ft of industrial and 32,000 sq ft of office in Q1; resulted in an increase in straight-line rent of over $86,000 annually.
Strong Occupancy, Collections and Lease Duration
Portfolio occupancy at 98.7%, 100% collection of cash-based rents for the period, and a weighted average lease term (WALT) of 7.3 years — indicating durable tenant cash flows and long lease duration.
FFO/Core FFO Per Share Improvement
FFO and core FFO per share of $0.35 in Q1 2026 vs $0.34 in Q1 2025, an increase of $0.01 (~2.9%) year-over-year.
Top-Line Revenue Growth
Total operating revenues of $41.9M in Q1 2026 vs $37.5M in Q1 2025 (+$4.4M, +11.7%), driven by larger portfolio, increased recovery revenues and higher rental rates; same-store lease revenue +1% YoY.
Solid Liquidity and Capital Access
Approximately $7.8M cash on hand and ~$77M availability under the line of credit; increased line of credit, access to private placement bond market and ATM program to fund acquisitions and capital deployment.
Active, Disciplined Acquisition Pipeline
Ongoing pipeline of $300M–$350M under review with 13 opportunities and 3 LOIs totaling ~ $87M; targeting accretive industrial deals around mid-6.5% cap rates and emphasizing credit-first underwriting.
Portfolio Optimization and Gain on Disposition
Sold portion of a parcel for municipal use with a gain on sale of approximately $1.78M; continuing strategic capital recycling to grow industrial concentration toward a near-term goal of ~70% industrial annualized straight-line rent.
GOOD 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
GOOD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 05, 2026 | $12.77 | $12.28 | -3.81% |
Feb 18, 2026 | $11.16 | $11.72 | +4.98% |
Nov 03, 2025 | $10.73 | $10.07 | -6.14% |
Aug 06, 2025 | $12.00 | $11.97 | -0.23% |
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 Gladstone Commercial (GOOD) report earnings?
Gladstone Commercial (GOOD) is schdueled to report earning on Aug 11, 2026, After Close (Confirmed).
What is Gladstone Commercial (GOOD) earnings time?
Gladstone Commercial (GOOD) earnings time is at Aug 11, 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 GOOD EPS forecast?
GOOD EPS forecast for the fiscal quarter 2026 (Q2) is 0.04.