Latest Earnings Results: Q3 '26
Estimated EPS
$0.48
Reported EPS
$0.53
Surprise
+11.54%
Estimated Rev
$211.57M
Reported Rev
$213.88M
Surprise
+1.09%
• Reported GAAP EPS of $0.53 up 17.78% YoY • Reported revenue of $225.69M up 17.20% YoY
Bullish Takeaway
Agree Realty reported a 99.8%-leased portfolio with 65.1% of annualized base rent from investment-grade tenants, acquired 68 properties at a 7.3% capitalization rate, and diluted Core FFO per share of $1.15.
Bearish Takeaway
Agree Realty's interest expense increased to $41M as borrowings funded acquisitions and development; general and administrative expense rose to $12.4M, while retail disruption and tenant payment risks are identified.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $0.48 | -- | -- | N/A |
Q3 '26 | $0.48 | $0.53 | 11.54% | BEAT |
Q2 '26 | $0.48 | $0.44 | -7.58% | MISSED |
Q1 '26 | $0.48 | $0.50 | 4.41% | BEAT |
Q4 '25 | $0.47 | $0.47 | -0.06% | MISSED |