NYSE$BNL

Broadstone Net Lease Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Broadstone Net Lease reported Q3 2025 net income of $27.1M, diluted EPS of $0.14.

For Q3 2025, Broadstone Net Lease reported net income was $27.1M, diluted EPS was $0.14. Management discusses segment trends, liquidity, and outlook in the quarterly filing.

  • Net income $27.1M.
  • Diluted EPS $0.14.
  • MD&A highlights operating priorities, capital, and sector risks.

Headline financials

Total Revenue

$114M

Previous: $108M+5.3%
EPS (adj)

$0.14

Previous: $0.19-26.3%
Capital Expenditures

-$23.1M

Previous: -$10.4M-123.4%
Free Cash Flow

$3.34M

Previous: $25.3M-86.8%
Net Income

$26.5M

Previous: $35.6M-25.7%
Operating Income

$49.9M

Previous: $67M-25.5%
Gross Profit

$114M

Previous: $108M+5.3%

Revenue & EPS history

Broadstone Net Lease · Revenue · Quarterly

$114M

Q3 2025+5.3%vs Q3 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

REIT outlook focuses on occupancy, rent growth, financing costs, and capital recycling.

Tailwinds

  • Portfolio cash flows and same-store trends support dividends.
  • Development and acquisition pipelines add growth optionality.

Headwinds

  • Interest rates and cap rates affect NAV and refinancing.
  • New supply can pressure rent growth in select markets.

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 Q3 2025

Historical avgQ3 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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