NASDAQ$LAND

Gladstone Land Corporation · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Gladstone Land reported Q1 2025 results with increased net income despite lower AFFO due to lease restructurings and farm sales.

Gladstone Land posted higher net income in Q1 2025, driven by gains from property sales and a lease termination fee, while AFFO dropped significantly amid lower fixed base rents and non-accrual properties.

  • Net income rose to $15.1M, up from $13.6M in Q1 2024.
  • AFFO declined to $0.06/share, down from $0.14/share a year ago.
  • Seven farms sold for $64.5M, realizing a $15.7M gain.
  • Shift in lease structure to participation-based rent expected to boost Q4 income.

Headline financials

Total Revenue

$16.8M

Previous: $20.3M-17.0%
EPS (adj)

$0.06

Previous: $0.21-71.4%
Farms Owned

150

No prior period
Acres Owned

103.0K

No prior period
Occupancy Rate

90.7%

No prior period
Capital Expenditures

-$1.8M

Previous: -$1.48M-21.5%
Net Income

$15.1M

Previous: $13.6M+11.3%

Revenue & EPS history

Gladstone Land · Revenue · Quarterly

$16.8M

Q1 2025-17%vs Q1 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Gladstone Land · $1.2M total across 1 segment · Q4 2020

  • Participation Rents
    $1.2M

Forward guidance

Gladstone anticipates a stronger Q4 2025 due to higher participation rents but faces short-term pressure from lease adjustments and property vacancies.

Tailwinds

  • High potential Q4 earnings from participation rents.
  • $180M in liquidity, including $38M cash.
  • Interest rate reduction via 2024 interest patronage.
  • New renewable energy lease to generate $166K annually.
  • Possibility to revert leases to base-rent structure by 2026.

Headwinds

  • AFFO dropped significantly year-over-year.
  • Reduced base rents impacting current revenue.
  • Several farms remain vacant or on non-accrual.
  • Recurring core expenses increased by $425K.
  • Lease structure changes delay revenue recognition to later quarters.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+0.2%

Avg return

Earnings day

+0.7%

Avg return

5 days after

-0.8%

Avg return

30 days after

54%

26 / 48 earnings

Positive

+8.7%

Q4 2025

Best reaction

-10.0%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.3%-3.4%
Q4 2025+8.7%+5.6%-14.2%
Q3 2025+1.1%+8.1%-1.2%
Q1 2025+2.8%+1.6%+5.9%
Q4 2024+1.3%-0.9%-9.3%
Q3 2024-1.5%-7.5%-14.3%
Q2 2024-0.2%-1.0%-2.7%
Q1 2024+1.8%+3.2%+3.7%
Q4 2023-2.5%-3.5%-2.4%
Q3 2023-4.8%-4.6%-1.1%
Q2 2023+0.9%-1.0%-7.2%
Q1 2023-3.3%-1.8%+9.5%
Q4 2022-2.5%-6.8%-19.3%
Q3 2022+2.1%+7.3%-3.6%
Q2 2022-2.7%-1.6%-12.6%
Q1 2022-10.0%-14.2%-21.1%
Q4 2021-3.0%+4.0%+22.0%
Q3 2021+3.6%+9.2%+20.8%
Q2 2021-4.4%+0.0%-2.4%
Q1 2021+3.3%+10.6%+12.0%
Q4 2020+2.3%+2.4%+1.3%
Q3 2020-0.9%-2.5%+4.4%
Q2 2020-1.7%-0.5%-5.7%
Q1 2020+2.2%+0.7%+11.9%
Q4 2019+2.9%+0.6%-24.6%
Q3 2019+0.0%+0.9%+8.5%
Q2 2019+1.0%+1.6%+1.2%
Q1 2019-0.4%-0.6%-2.9%
Q4 2018+1.3%-0.9%+2.2%
Q3 2018+2.2%+3.2%+4.6%
Q2 2018-4.0%-0.2%+1.9%
Q1 2018+0.6%+1.6%+2.1%
Q4 2017-1.0%+2.2%+3.0%
Q3 2017-0.5%-0.4%-2.7%
Q2 2017+2.4%+5.4%-0.1%
Q1 2017-0.5%-0.5%+2.9%
Q4 2016+4.1%+4.6%-8.1%
Q3 2016+2.7%+6.3%+4.1%
Q2 2016-0.3%-0.7%+1.2%
Q1 2016-1.4%
Q4 2015+1.1%
Q3 2015+2.1%
Q2 2015+0.9%
Q1 2015+0.3%
Q4 2014+5.5%
Q4 2013-3.7%
Q2 2013+5.7%
Q4 2012+1.8%
Q2 2012
Q1 2012
Q4 2011
Q3 2011

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