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 16 quarters(63%)
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 19 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
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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