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Realty Income Corporation (O)
:O
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.34Last Year’s EPS
0.29Same Quarter Last Year
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 05, 2025
|% Change Since: -0.56%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a strong operational performance with continued AFFO growth, high investment yields, and successful financial management. However, challenges such as a slight decline in occupancy and cautious US investment activity temper the positive outlook.Company Guidance
During the Realty Income First Quarter 2025 Earnings Conference Call, the company provided guidance for the year. They reported first-quarter AFFO per share at $1.06, reflecting a year-over-year growth of 2.9%, and maintained their full-year 2025 AFFO per share outlook at $4.22 to $4.28. The company also anticipates a total investment of approximately $4 billion throughout the year. Additionally, Realty Income achieved a total operational return of 8.9% for the quarter, driven by a 6% dividend yield. They ended the quarter with a portfolio occupancy of 98.5%, and their rent recapture rate was 103.9%. Importantly, the company has factored in a potential 75 basis points of rent loss for the year due to properties acquired through prior M&A transactions. Despite market uncertainties, the company remains confident in navigating challenges and capitalizing on opportunities, supported by a well-capitalized balance sheet and a diversified portfolio.Strong AFFO Growth
AFFO per share increased by 2.9% year-over-year to $1.06, maintaining a positive growth trend over nearly 30 years.
High Investment Activity
The company invested $1.4 billion with a 7.5% weighted average initial cash yield, with 65% of the investment in Europe.
Robust Portfolio Performance
The portfolio achieved 98.5% occupancy, slightly above the historical median, and a rent recapture rate of 103.9%.
Dividend and Return
A 6% dividend yield combined with AFFO growth resulted in a total operational return of 8.9% for the quarter.
Successful Fundraising and Credit Facility Expansion
Closed a $600 million bond offering and expanded the credit facility to $5.38 billion, demonstrating strong financial backing.
O 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
O Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 05, 2025 | $56.94 | $56.79 | -0.26% |
Feb 24, 2025 | $56.78 | $55.72 | -1.87% |
Nov 04, 2024 | $57.90 | $57.44 | -0.79% |
Aug 05, 2024 | $57.06 | $58.27 | +2.12% |
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 Realty Income Corporation (O) report earnings?
Realty Income Corporation (O) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Realty Income Corporation (O) earnings time?
Realty Income Corporation (O) earnings time is at Jul 30, 2025, TBA Not 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 O EPS forecast?
O EPS forecast for the fiscal quarter 2025 (Q2) is 0.34.
