NYSE$BNL

Broadstone Net Lease Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Broadstone Net Lease reported Q4 2025, net income of $35M, diluted EPS of $0.17.

For Q4 2025, Broadstone Net Lease reported net income of $35M, diluted EPS was $0.17. Management discusses segment performance, capital allocation, and outlook in the earnings release.

  • Net income $35M.
  • Diluted EPS $0.17.
  • Broadstone Net Lease highlights liquidity, operations, and 2026 priorities.

Headline financials

Total Revenue

$118M

Previous: $112M+5.5%
EPS (adj)

$0.17

Previous: $0.36-52.8%
Base Rents Collected

100.0%

No prior period
Portfolio Leased Rate

99.8%

No prior period
Total Investment Activity

$315M

No prior period
Gross Proceeds from Dispositions

$36.9M

No prior period
Weighted Average Lease Term (Years)

17.1

No prior period
Weighted Average Annual Rent Increase

2.6%

No prior period
Initial Cash Capitalization Rate

7.0%

No prior period
Weighted Average Straight-Line Yield

8.7%

No prior period
Same Store Rental Revenue Growth

2.9%

Previous: 0.0%
Net Income

$35M

Previous: $27.6M+26.8%
Operating Income

$55.9M

Previous: $27.4M+104.1%

Revenue & EPS history

Broadstone Net Lease · Revenue · Quarterly

$118M

Q4 2025+5.5%vs Q4 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

The release discusses Broadstone Net Lease's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • Broadstone Net Lease cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter 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 Q4 2025

Historical avgQ4 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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