Strawberry Fields REIT Inc (STRW)
XASE:STRW
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Earnings Data
Report Date
Aug 18, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.16Last Year’s EPS
0.15Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted several clear operational and financial strengths — 100% rent collection, revenue and net income growth, strong projected AFFO/EBITDA CAGR, an expanded $325M+ acquisition pipeline, a negotiated $300M credit facility term sheet, and a post-quarter accretive acquisition — while also acknowledging near-term headwinds including higher interest and G&A costs, equity pressure from foreign currency translation, sizable refinancing needs (maturities) and competitive pressures that delayed Q1 deal closings. On balance, management presented a constructive plan for refinancing, liquidity (line of credit + Israeli bond activity), and execution on acquisitions, with more positives than negatives.Company Guidance
Full Rent Collection
Collected 100% of contractual rents during Q1 2026 and continued full collection as reiterated through the call.
Revenue and Net Income Growth
Total revenue of $40.0M, up $2.7M or 7.1% year-over-year; year-to-date net income $9.4M ($0.17 per share) versus $6.9M ($0.13 per share) in Q1 2025, a rise of $2.5M or ~36.2%.
AFFO and Adjusted EBITDA Momentum
2026 projected AFFO of $75.4M representing an 11.4% CAGR and projected AFFO per share growth of 10.7%; projected adjusted EBITDA of $128.1M representing a 13.5% CAGR. AFFO payout was 47.3% as of 03/31/2026.
Financing Progress — Corporate Credit Facility Term Sheet
Signed a term sheet for a corporate credit facility with up to $300M availability (a $100M term loan and $200M revolving line), pricing at SOFR + 275 bps, expected to close in Q2 2026; intended to refinance secured bank debt and support acquisitions.
Pipeline Expansion and Near-Term Acquisitions
Pipeline increased to >$325M from $250M last quarter (up ~$75M or ~30%). Subsequent to quarter-end the company entered into contract for a hospital campus acquisition for $8.6M with initial base rent of $0.86M/year and 3% annual increases. Management reiterated a $100M–$150M acquisition target for 2026.
Portfolio Scale and Strong Operating Metrics
Portfolio of 143 facilities across 10 states (15,602 licensed beds), comprised of 131 skilled nursing facilities (91.5% of facilities), 10 assisted living, and 2 long-term care acute hospitals. Weighted average lease term 7.1 years; tenant rent coverage 2.1; yield on leases 14.2%.
Dividend Increase
Board approved Q2 2026 dividend of $0.17 per share (up from $0.16), with management noting the yield should be in the mid-5% range post-increase and emphasizing a conservative AFFO payout ratio (~47%).
STRW 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
STRW Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 08, 2026 | $12.95 | $12.82 | -1.00% |
Feb 19, 2026 | $12.49 | $12.87 | +3.00% |
Nov 06, 2025 | $11.27 | $11.37 | +0.87% |
Aug 08, 2025 | $9.67 | $10.25 | +5.98% |
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 Strawberry Fields REIT Inc (STRW) report earnings?
Strawberry Fields REIT Inc (STRW) is schdueled to report earning on Aug 18, 2026, Before Open (Confirmed).
What is Strawberry Fields REIT Inc (STRW) earnings time?
Strawberry Fields REIT Inc (STRW) earnings time is at Aug 18, 2026, Before Open (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 STRW EPS forecast?
STRW EPS forecast for the fiscal quarter 2026 (Q2) is 0.16.