NYSE$BNL

Broadstone Net Lease Inc · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

BNL reported Q1 2026 revenue of $121.4M and net income of $46.4M, with diluted EPS of $0.24.

For Q1 2026, BNL reported revenue of $121.4M and net income of $46.4M. MD&A discusses segment trends, costs, and balance-sheet items; Profitability improved versus the prior-year quarter.

  • Revenue $121.4M for Q1 2026.
  • Net income $46.4M; diluted EPS $0.24.
  • Operating expenses and margin mix are discussed in MD&A.
  • Liquidity, capital allocation, and macro exposure are disclosed.

Headline financials

Total Revenue

$121M

Previous: $109M+11.7%
EPS (adj)

$0.24

Previous: $0.09+166.7%
Capital Expenditures

-$1.36M

Previous: -$14.3M+90.5%
Net Income

$46.4M

Previous: $16.7M+176.9%

Revenue & EPS history

Broadstone Net Lease · Revenue · Quarterly

$121M

Q1 2026+11.7%vs Q1 2025
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

Management outlook in the 10-Q covers operating priorities, capital allocation, and sector risks; numeric multi-quarter EPS bridges are limited.

Tailwinds

  • MD&A highlights strategic priorities and liquidity.
  • Segment or product trends support the core business narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year comparability.

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 2026

Historical avgQ1 2026

-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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