NYSE$BNL

Broadstone Net Lease Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Broadstone Net Lease reported solid financial results for Q4 2024, with steady AFFO and net income growth.

Broadstone Net Lease delivered stable financial performance in Q4 2024, reporting net income of $27.6 million and AFFO of $70.5 million. The company maintained strong leasing activity with a 99.2% rent collection rate and continued its strategic investment and disposition efforts.

  • Generated net income of $27.6 million, or $0.14 per share.
  • AFFO of $70.5 million, or $0.36 per share.
  • Collected 99.2% of base rents due for the quarter.
  • Invested $23.0 million in build-to-suit developments.

Headline financials

Total Revenue

$112M

Previous: $105M+6.8%
EPS (adj)

$0.36

Previous: $0.36+0.0%
Same Store Rental Revenue Growth

0.0%

No prior period
Net Income

$27.6M

Previous: $6.8M+306.2%
Operating Income

$27.4M

No prior period

Revenue & EPS history

Broadstone Net Lease · Revenue · Quarterly

$112M

Q4 2024+6.8%vs Q4 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

Broadstone Net Lease expects steady growth in 2025, with AFFO guidance between $1.45 and $1.49 per share, driven by new investments and leasing activity.

Tailwinds

  • AFFO guidance set between $1.45 and $1.49 per share.
  • Plans for $400 million to $600 million in real estate investments.
  • Continued high rent collection rates projected.
  • Low leverage with net debt to EBITDAre ratio of 5.0x.
  • More than $200 million in build-to-suit developments scheduled for 2025-2026.

Headwinds

  • Potential impact from rising interest rates.
  • Macroeconomic uncertainties affecting commercial real estate.
  • Ongoing lease rollover risks.
  • Fluctuations in tenant credit quality.
  • Higher general and administrative expenses projected.

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 Q4 2024

Historical avgQ4 2024

-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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