NYSE$GTY

Getty Realty Corp · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Getty Realty Corp. announced its financial and operating results for the fourth quarter and full year ended December 31, 2024, delivering strong investment and operating results.

Getty Realty Corp. reported strong fourth quarter investment and operating results, with net earnings of $0.39 per share and AFFO of $0.60 per share. The company invested $76.4 million across 21 properties at an 8.9% initial cash yield.

  • Net earnings for Q4 2024 were $0.39 per share.
  • Funds From Operations (FFO) for Q4 2024 were $0.57 per share.
  • Adjusted Funds From Operations (AFFO) for Q4 2024 were $0.60 per share.
  • The company invested $76.4 million across 21 properties at an 8.9% initial cash yield in Q4 2024.

Headline financials

Total Revenue

$53M

Previous: $47.6M+11.3%
EPS (adj)

$0.60

Previous: $0.57+5.3%
Capital Expenditures

-$320K

No prior period
Net Income

$22.3M

Previous: $16.5M+35.0%
Operating Income

$32.7M

Previous: $25.1M+29.9%

Revenue & EPS history

Getty · Revenue · Quarterly

$53M

Q4 2024+11.3%vs Q4 2023
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Revenue by segment

Getty · $48.8M total across 1 segment · Q3 2023

  • Revenues from rental properties
    $48.8M

Forward guidance

The company is adjusting its 2025 AFFO guidance to $2.38 to $2.41 per diluted share, from its initial guidance of $2.40 to $2.42 per diluted share, to account for the potential impact of a recent tenant bankruptcy filing. The outlook includes completed transaction activity as of the release date, as well as the issuance and simultaneous repayment of unsecured notes. It does not include assumptions for any prospective acquisitions, dispositions, or capital markets activities.

Tailwinds

  • Committed investment pipeline of over $35.0 million for development and/or acquisition of 17 convenience stores, express tunnel car washes, auto service centers, and drive-thru quick service restaurants.
  • Expects to fund the majority of investment activity over the next 9-12 months.
  • Fully executed agreements for each transaction in the investment pipeline.
  • Well-positioned with nearly $240 million of committed equity and debt capital available for acquisitions.
  • Optimistic about ability to grow portfolio, increase earnings, and create shareholder value.

Headwinds

  • Adjusted 2025 AFFO guidance downwards due to potential impact of a recent tenant bankruptcy filing.
  • Timing and amount of each investment in the pipeline is dependent on counterparties and their schedules.
  • Guidance does not include assumptions for any prospective acquisitions.
  • Guidance does not include assumptions for any prospective dispositions.
  • Guidance does not include assumptions for any capital markets activities, including settlement of outstanding forward sale agreements.

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

+0.3%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+2.0%

Avg return

30 days after

55%

36 / 65 earnings

Positive

+8.0%

Q3 2020

Best reaction

-10.9%

Q4 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.7%-0.2%-0.0%
Q4 2025+6.3%+8.9%+6.8%
Q3 2025+2.5%+2.1%+3.7%
Q2 2025+0.4%+2.3%+0.5%
Q1 2025-3.3%-2.1%+0.2%
Q4 2024+2.8%+0.8%+1.9%
Q3 2024+1.3%+1.0%+1.1%
Q2 2024+1.7%+0.9%+1.0%
Q1 2024-1.7%-1.0%-0.2%
Q4 2023+1.5%+0.1%+0.2%
Q3 2023+1.5%-1.0%+10.3%
Q2 2023-3.8%-5.0%-11.3%
Q1 2023+0.5%-0.5%+1.2%
Q4 2022+1.5%+0.7%+2.2%
Q3 2022+3.1%+5.2%+11.1%
Q2 2022+3.7%+6.2%+9.4%
Q1 2022+1.1%-5.5%+0.9%
Q4 2021-0.6%-0.8%+0.9%
Q3 2021+2.8%+2.5%-2.5%
Q2 2021-0.6%-2.3%-2.6%
Q1 2021+2.6%+3.5%+1.3%
Q4 2020+1.8%-1.0%+1.0%
Q3 2020+8.0%+6.2%+13.0%
Q2 2020+0.5%+0.8%-2.5%
Q1 2020+4.8%+6.1%+21.7%
Q4 2019-7.3%-7.8%-24.5%
Q3 2019-1.0%+0.5%-0.6%
Q2 2019-1.5%+0.1%+2.1%
Q1 2019+0.9%+2.4%-3.1%
Q4 2018-3.2%-1.7%-4.2%
Q3 2018+1.6%+1.3%+9.1%
Q2 2018+1.8%-0.0%+2.8%
Q1 2018-1.3%-1.1%+3.6%
Q4 2017+4.8%+3.2%+6.3%
Q3 2017-3.3%-3.0%-0.9%
Q2 2017+4.7%+5.5%+12.0%
Q1 2017-1.2%-2.1%-0.0%
Q4 2016-0.3%-2.8%-4.2%
Q3 2016-0.7%+0.5%+5.0%
Q2 2016+4.1%+5.3%+6.5%
Q1 2016-0.4%
Q4 2015+0.0%
Q3 2015-0.7%
Q2 2015+2.0%
Q1 2015-1.6%
Q4 2014-0.9%
Q3 2014-0.2%
Q2 2014+2.2%
Q1 2014+2.4%
Q4 2013+1.3%
Q3 2013+1.2%
Q2 2013-0.1%
Q1 2013+0.9%
Q4 2012-1.2%
Q3 2012-6.7%
Q2 2012-0.3%
Q1 2012+2.1%
Q4 2011-10.9%
Q3 2011-5.7%
Q2 2011-3.1%
Q1 2011-3.6%
Q4 2010-2.4%
Q3 2010+3.1%
Q2 2010+1.8%
Q1 2010+0.3%

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