The earnings call highlighted a strong quarter with record cash yields and increased AFFO guidance. However, there were concerns about declining future yields, increasing G&A expenses, and potential rent loss.

Company Guidance

During the second quarter of 2025, NETSTREIT Corp. reported significant financial developments and raised several key metrics in its guidance. The company increased its AFFO per share guidance midpoint by $0.01, bringing it to a new range of $1.29 to $1.31. Additionally, NETSTREIT raised its net investment guidance by $50 million at the midpoint, setting a new range of $125 million to $175 million. The quarter saw $117.1 million in gross investments at a record quarterly blended cash yield of 7.8%. However, the company anticipates a decrease in cash yield to between 7.4% and 7.5% for the latter half of the year. Tenant health remained robust, with 68.7% of total Annualized Base Rent (ABR) leased to investment-grade or equivalent profile tenants. The company's portfolio spanned 705 properties leased to 106 tenants across 27 industries in 45 states, with a weighted average lease term of 9.8 years and only 1.2% of ABR set to expire through 2026. The quarter also saw over $46 million raised via the ATM program, contributing to an adjusted net debt to annualized adjusted EBITDAre of 4.6x, within their targeted leverage range of 4.5 to 5.5x.

Increased AFFO Guidance

NETSTREIT is increasing its AFFO per share guidance midpoint by $0.01 to a new range of $1.29 to $1.31.

Record Quarterly Cash Yield

The company achieved its highest quarterly cash yield on record at 7.8% during the quarter.

Strong Investment Activity

Completed $117.1 million of gross investments with a weighted average lease term of 15.7 years.

Tenant and Portfolio Health

68.7% of total ABR is leased to investment-grade or investment-grade profile tenants, with a weighted average lease term of 9.8 years for the portfolio.

Dividend Increase

The Board declared a 2.4% increase in the quarterly cash dividend to $0.215 per share.

NETSTREIT (NTST) 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

Daily Earnings Calendar >

NTST Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	0.07 / -	-0.07	―	―	―
Jul 23, 2025	2025 (Q2)	0.06 / 0.04	-0.03	233.33% (+0.07)
Apr 28, 2025	2025 (Q1)	0.06 / 0.02	0.01	100.00% (+0.01)
Feb 24, 2025	2024 (Q4)	0.05 / -0.07	0.03	-333.33% (-0.10)
Nov 04, 2024	2024 (Q3)	0.07 / -0.07	0.06	-216.67% (-0.13)
Jul 29, 2024	2024 (Q2)	0.06 / -0.03	-0.01	-200.00% (-0.02)
Apr 29, 2024	2024 (Q1)	0.06 / 0.01	0.03	-66.67% (-0.02)
Feb 14, 2024	2023 (Q4)	0.05 / 0.03	0.05	-40.00% (-0.02)
Oct 25, 2023	2023 (Q3)	0.04 / 0.06	0.03	100.00% (+0.03)
Jul 26, 2023	2023 (Q2)	0.04 / -0.01	0.04	-125.00% (-0.05)

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

NTST Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 23, 2025	$17.67	$17.78	+0.62%
Apr 28, 2025	$15.26	$15.56	+1.97%
Feb 24, 2025	$13.68	$14.22	+3.95%
Nov 04, 2024	$14.32	$15.08	+5.31%

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 NETSTREIT (NTST) report earnings?

NETSTREIT (NTST) is schdueled to report earning on Oct 23, 2025, After Close (Confirmed).

What is NETSTREIT (NTST) earnings time?

NETSTREIT (NTST) earnings time is at Oct 23, 2025, 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 NTST EPS forecast?

NTST EPS forecast for the fiscal quarter 2025 (Q3) is 0.07.

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