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 16 quarters(63%)
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 19 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
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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