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 16 quarters(63%)
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 19 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
Q2 2025———
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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