The earnings call reflected a generally positive outlook with increased guidance, strong investment performance, and improved cost of capital. However, some caution was noted due to assumptions of credit loss and expected decrease in cash yield in future quarters.

Company Guidance -

Q3 2025

During the NETSTREIT Corp. Second Quarter 2025 Earnings Call, the company provided updated guidance, reflecting improved performance and strategic growth. The AFFO per share guidance midpoint was raised by $0.01, resulting in a new range of $1.29 to $1.31. Additionally, the net investment guidance was increased by $50 million at the midpoint, setting a new range of $125 million to $175 million. NETSTREIT reported completing $117.1 million in gross investments with a blended cash yield of 7.8%, marking their highest quarterly cash yield on record. Despite expectations for the yield to slightly decrease to a 7.4% to 7.5% range in the second half of the year, the company remains optimistic about investment opportunities across various sectors. They also noted a strong portfolio performance, with investments in 705 properties leased to 106 tenants across 27 industries and 45 states, and 68.7% of total ABR leased to investment-grade or investment-grade profile tenants. The weighted average lease term for their portfolio is 9.8 years, with minimal lease expirations through 2026.

Increased AFFO Guidance

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

Record Investment Activity

Completed $117.1 million of gross investments at a blended cash yield of 7.8%, with a weighted average lease term for investments at 15.7 years.

Strong Portfolio Performance

Ended the quarter with investments in 705 properties leased to 106 tenants across 27 industries, with 68.7% of total ABR leased to investment-grade or investment-grade profile tenants.

Improved Cost of Capital

Raised over $46 million via the ATM and improved cost of capital, allowing for more acquisitions.

Increased Dividend

Declared a quarterly cash dividend of $0.215 per share, a 2.4% increase over the prior quarter.

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	$17.88	$17.99	+0.62%
Apr 28, 2025	$15.44	$15.74	+1.94%
Feb 24, 2025	$13.85	$14.39	+3.90%
Nov 04, 2024	$14.49	$15.26	+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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