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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Realty Income (O) is 7/10.
Realty Income delivered Q1 AFFO per share of $1.13, up 6.6% year-over-year, and invested approximately $2.8 billion at a 7.1% initial cash yield. The private capital platform expansion continued driving growth. Management raised AFFO per share guidance to $4.41-$4.44 on strong performance. Credit and structured investments expanded the opportunity set, and European expansion continued targeting fragmented markets. Proactive asset management drove termination income, though the theater portfolio faced headwinds on a same-store basis.
Scored from Realty Income’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.34B | +24.5% | $0.23 | -23.3% | 43.9% | 14.9% | $936M |
| FY2025 Q1 | $1.38B | +9.5% | $0.28 | +75.0% | 45.0% | 18.1% | $788M |
| FY2025 Q2 | $1.41B | +5.3% | $0.22 | -24.1% | 42.9% | 14.0% | $1.06B |
| FY2025 Q3 | $1.47B | +10.5% | $0.35 | +16.7% | 45.8% | 21.5% | $943M |
| FY2025 Q4 | $1.49B | +11.0% | $0.32 | +39.1% | -18.3% | 19.9% | $1.20B |
| FY2026 Q1 | $1.55B | +12.2% | $0.33 | +17.9% | 46.9% | 20.1% | $848M |
| FY2026 Q2 | $1.55B | +9.7% | $0.37 | +68.2% | 23.1% | 25.7% | $-813M |