NYSE$NTST

Netstreit Corp · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Netstreit's financial performance reflected a net loss but was offset by strong investment activity and consistent AFFO per share.

NETSTREIT Corp. reported a net loss of $(0.07) per diluted share for Q3 2024, but achieved record gross investment activity of $151.6 million at a 7.5% blended cash yield. The company maintained its 2024 AFFO per share guidance midpoint.

  • Highest quarterly investment activity in company history with $151.6 million in gross investments.
  • Blended cash yield of 7.5% on recent investments.
  • Maintained 100% occupancy across the portfolio.
  • AFFO per share was reported as $0.32.

Headline financials

Total Revenue

$41.4M

Previous: $34M+22.0%
EPS

-$0.07

Previous: $0.31-122.6%
Capital Expenditures

-$37.3M

Previous: -$47.7M+21.8%
Free Cash Flow

-$42.6M

Previous: -$43.5M+2.0%
Net Income

-$5.3M

Previous: $4.22M-225.6%
Operating Income

$5.15M

Previous: $3.83M+34.4%
Gross Profit

$16.5M

Previous: $14.3M+15.7%
Total Assets

$2.19B

Previous: $1.86B+17.3%
Stock-Based Comp

$1.38M

Previous: $1.28M+7.5%

Revenue & EPS history

Netstreit · Revenue · Quarterly

$41.4M

Q3 2024+22%vs Q3 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Netstreit · $9.65M total across 1 segment · Q3 2020

  • Rental Revenue
    $9.65M

Forward guidance

The Company is maintaining its full year 2024 AFFO per share guidance midpoint and updating the range to $1.26 to $1.27 from its prior range of $1.25 to $1.28. The Company now expects cash G&A to be in the range of $12.8 million to $13.2 million (exclusive of transaction costs and severance payments).

Tailwinds

  • Maintaining full year 2024 AFFO per share guidance midpoint.
  • Updating the AFFO per share range to $1.26 to $1.27.
  • Expects cash G&A to be in the range of $12.8 million to $13.2 million.

Headwinds

  • 2024 guidance is based on a number of assumptions that are subject to change.
  • Actual results may vary from these assumptions, which could change the Company's expectations.
  • There can be no assurance that the Company will achieve these results.

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 Q3 2024

Historical avgQ3 2024

+0.6%

Avg return

Earnings day

+1.2%

Avg return

5 days after

+1.5%

Avg return

30 days after

56%

14 / 25 earnings

Positive

+5.7%

Q4 2021

Best reaction

-3.9%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.5%-1.6%-1.6%
Q4 2025-0.1%+4.8%+5.1%
Q3 2025-3.9%-4.7%-6.7%
Q2 2025+0.1%+1.0%-2.8%
Q1 2025+2.0%+0.9%+0.9%
Q4 2024+3.9%+5.1%+9.6%
Q3 2024+4.0%+5.6%+2.9%
Q2 2024+0.1%-4.0%-0.2%
Q1 2024-0.9%+2.1%-0.9%
Q4 2023+3.9%+2.4%+1.1%
Q3 2023-1.9%+1.6%+11.5%
Q2 2023-1.1%-2.1%-6.7%
Q1 2023+1.9%+2.5%+1.1%
Q4 2022+2.0%+3.5%-8.4%
Q3 2022+1.8%+4.1%+7.1%
Q2 2022-0.6%+0.1%-0.5%
Q1 2022-2.7%-3.7%-4.3%
Q4 2021+5.7%+3.9%+5.9%
Q3 2021-2.5%-3.5%-12.3%
Q2 2021+2.8%+4.5%+2.7%
Q1 2020-0.5%+1.7%+6.6%
Q1 2021-0.5%+1.7%+6.6%
Q2 2020-3.0%-2.3%+1.7%
Q4 2019+1.9%+1.2%+8.6%
Q3 2020+1.5%+4.8%+10.9%
Q3 2019
Q2 2019
Q1 2019

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