NYSE$BNL

Broadstone Net Lease Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Broadstone Net Lease reported Q1 2025 revenue of $108.7M, net income of $17.5M, diluted EPS of $0.09.

For Q1 2025, Broadstone Net Lease reported Revenue was $108.7M, net income was $17.5M, diluted EPS was $0.09. Management discusses segment trends, liquidity, and outlook in the quarterly filing.

  • Revenue $108.7M for Q1 2025.
  • Net income $17.5M.
  • Diluted EPS $0.09.

Headline financials

Total Revenue

$109M

Previous: $105M+3.2%
EPS (adj)

$0.09

Previous: $0.35-74.3%
Base Rents Collected

99.1%

Previous: 99.0%+0.1%
Portfolio Leased Rate

99.1%

Previous: 99.2%-0.1%
Total Investment Activity

$88.3M

Previous: $40.1M+120.2%
Gross Proceeds from Dispositions

$7.4M

Previous: $274M-97.3%
Weighted Average Lease Term (Years)

10

No prior period
Weighted Average Annual Rent Increase

2.0%

No prior period
Capital Expenditures

-$14.3M

Previous: -$3.13M-358.1%
Net Income

$16.7M

Previous: $65.1M-74.3%
Operating Income

$37.9M

Previous: $12.9M+194.7%

Revenue & EPS history

Broadstone Net Lease · Revenue · Quarterly

$109M

Q1 2025+3.2%vs Q1 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

Real estate outlook emphasizes occupancy, rent growth, and financing costs.

Tailwinds

  • Portfolio cash flows and lease escalators.
  • Development or acquisition pipelines.

Headwinds

  • Interest rates and cap rate expansion.
  • Tenant health in challenged sectors.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-0.6%

Avg return

Earnings day

+0.2%

Avg return

5 days after

+1.2%

Avg return

30 days after

36%

8 / 22 earnings

Positive

+4.7%

Q1 2024

Best reaction

-5.2%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.7%-0.8%+1.5%
Q4 2025-4.2%-1.2%-4.5%
Q3 2025-0.9%+0.3%-2.0%
Q1 2025-2.0%-1.3%-1.7%
Q4 2024+3.1%+6.3%+8.4%
Q3 2024-2.3%-2.6%-2.7%
Q2 2024-3.4%-4.7%+0.4%
Q1 2024+4.7%+5.8%+5.4%
Q4 2023-4.0%-6.1%-3.2%
Q3 2023+1.5%+4.5%+16.2%
Q2 2023-1.3%-0.1%-2.3%
Q1 2023+0.1%+1.5%+0.4%
Q4 2022-0.4%-0.4%-6.1%
Q3 2022-5.2%-4.3%+0.0%
Q2 2022-1.4%-0.6%-15.5%
Q1 2022+2.3%-0.5%+6.9%
Q4 2021-1.1%+0.1%-3.1%
Q3 2021+0.7%+0.0%-8.1%
Q2 2021+3.1%+5.1%+9.3%
Q1 2021-0.5%+0.2%+16.5%
Q4 2020-3.4%-2.6%-3.4%
Q3 2020+1.7%+4.9%+13.3%
Q2 2020
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016

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