The earnings call highlighted strong investment activity and improved financial guidance, with a focus on maintaining high occupancy and tenant quality. However, the positive impact on immediate earnings growth was limited by the timing of investment closures and increased expenses.
Company Guidance
During the NETSTREIT Corp. Third Quarter 2025 Earnings Call, significant guidance and performance metrics were highlighted. The company reported record quarterly investment activity with $203.9 million in acquisitions across 50 properties at a 7.4% blended cash yield, contributing to a $350 million to $400 million net investment guidance increase for 2025. The quarter ended with 721 investments, a 99.9% occupancy rate, and an average lease term of 9.9 years. Year-to-date disposition activity exceeded diversification goals, with the top 5 tenancy declining 600 basis points to 22.9%. The company reiterated its AFFO per share guidance of $1.29 to $1.31 and reported a net income of $621,000. Additionally, the company raised $209.7 million from a follow-on offering and $20.6 million from an ATM. Liquidity stood over $1.1 billion, including $53 million in cash and $500 million available on a revolving credit facility. The guidance reflected a strategic focus on accretive investments and maintaining a well-capitalized balance sheet.
Record Quarterly Investment Activity
Closed a record $203.9 million of investments across 50 properties at a blended cash yield of 7.4%. These assets have an average lease term remaining of 13.4 years.
Improved Investment Guidance
Increased 2025 net investment guidance range to $350 million to $400 million from $125 million to $175 million due to improved cost of capital and attractive opportunity set.
High Portfolio Occupancy
Maintained an industry-leading occupancy rate of 99.9% with no material tenant disruptions.
Successful Capital Raising
Completed a 12.4 million share follow-on offering in July, raising $209.7 million in net proceeds.
Strong Tenant Quality
More than 62% of ABR generated from tenants with investment-grade ratings or profiles.
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
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
Oct 27, 2025
$19.54
$18.79
-3.84%
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%
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 Mar 04, 2026, After Close (Confirmed).
What is NETSTREIT (NTST) earnings time?
NETSTREIT (NTST) earnings time is at Mar 04, 2026, 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.