NYSE$O
Realty Income Corp · Q1 2026 earnings
Q1 2026 earnings · · Investor relations
Briefing
Realty Income reported Q1 2026 total revenue of $1.55B, net income of $320.9M, and diluted FFO of $1.06 per share.
Total revenue increased to $1.55 billion from $1.38 billion on portfolio growth and rent escalations. Net income available to common stockholders was $311.8 million; diluted FFO per share was $1.06 versus $1.05. Net income per common share was $0.33.
- Total revenue $1.55B (+12% YoY).
- Net income $320.9M; AFFO/FFO metrics stable.
- Diluted FFO per share $1.06 vs $1.05.
- Net lease retail and industrial portfolio expanded.
Headline financials
Revenue & EPS history
Realty Income · Revenue · Quarterly
$1.55B
Forward guidance
REIT discusses acquisition pace, cost of capital, and occupancy in net lease portfolio.
Tailwinds
- Revenue growth from investments and rent bumps.
- FFO per share modestly higher.
Headwinds
- Higher interest rates affect acquisition spreads.
- Tenant credit and sector concentration risks.
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 Q1 2026
-0.3%
Avg return
Earnings day
+0.1%
Avg return
5 days after
-1.2%
Avg return
30 days after
38%
25 / 65 earnings
Positive
+6.7%
Q4 2015
Best reaction
-5.1%
Q3 2016
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +0.7% | -2.5% | -4.2% | |
| Q4 2025 | +0.6% | +1.6% | -8.8% | |
| Q3 2025 | -2.9% | -2.3% | +0.0% | |
| Q2 2025 | +0.3% | +1.3% | +4.2% | |
| Q1 2025 | -0.3% | -0.4% | -1.9% | |
| Q4 2024 | -1.9% | -0.5% | -2.0% | |
| Q3 2024 | -0.1% | -2.3% | -4.6% | |
| Q2 2024 | +1.9% | +2.1% | +5.7% | |
| Q1 2024 | -0.4% | -0.5% | -2.2% | |
| Q4 2023 | +0.7% | +1.2% | +0.3% | |
| Q3 2023 | -0.3% | -1.6% | +7.6% | |
| Q2 2023 | -3.2% | -1.1% | -7.5% | |
| Q1 2023 | +0.9% | +2.2% | -2.8% | |
| Q4 2022 | -0.9% | -1.7% | -10.4% | |
| Q3 2022 | -0.9% | +1.5% | +1.1% | |
| Q2 2022 | -0.5% | +0.6% | -7.0% | |
| Q1 2022 | -0.8% | -4.6% | -0.5% | |
| Q4 2021 | -2.1% | +1.2% | +0.2% | |
| Q3 2021 | +0.8% | +0.5% | -4.8% | |
| Q2 2021 | +0.2% | +0.5% | +3.0% | |
| Q1 2021 | -0.1% | -1.5% | +2.1% | |
| Q4 2020 | +2.1% | -1.4% | +3.5% | |
| Q3 2020 | +2.4% | +0.2% | +5.0% | |
| Q2 2020 | +3.0% | +4.4% | +5.8% | |
| Q1 2020 | +0.5% | +5.9% | +16.2% | |
| Q4 2019 | +1.9% | +2.2% | -41.0% | |
| Q3 2019 | -3.5% | -5.9% | -6.3% | |
| Q2 2019 | -0.3% | +3.8% | +9.2% | |
| Q1 2019 | +0.3% | -0.1% | +0.1% | |
| Q4 2018 | -0.5% | -0.7% | +3.8% | |
| Q3 2018 | -0.3% | +0.1% | +4.4% | |
| Q2 2018 | +2.0% | +3.3% | +5.0% | |
| Q1 2018 | +0.4% | +0.6% | +1.3% | |
| Q4 2017 | -0.2% | +2.4% | -0.1% | |
| Q3 2017 | -2.8% | -1.4% | +2.6% | |
| Q2 2017 | +0.9% | -0.6% | +1.1% | |
| Q1 2017 | -1.4% | -2.9% | -8.2% | |
| Q4 2016 | +2.2% | +2.6% | -3.3% | |
| Q3 2016 | -5.1% | -4.9% | -9.2% | |
| Q2 2016 | +0.8% | +2.9% | -6.2% | |
| Q1 2016 | -1.4% | — | — | |
| Q4 2015 | +6.7% | — | — | |
| Q3 2015 | -1.3% | — | — | |
| Q2 2015 | +0.4% | — | — | |
| Q1 2015 | -4.2% | — | — | |
| Q4 2014 | +1.2% | — | — | |
| Q3 2014 | +3.0% | — | — | |
| Q2 2014 | -1.3% | — | — | |
| Q1 2014 | -0.6% | — | — | |
| Q4 2013 | +1.3% | — | — | |
| Q3 2013 | -1.6% | — | — | |
| Q2 2013 | -0.3% | — | — | |
| Q1 2013 | +0.8% | — | — | |
| Q4 2012 | -0.2% | — | — | |
| Q3 2012 | -2.8% | — | — | |
| Q2 2012 | -0.9% | — | — | |
| Q1 2012 | -0.5% | — | — | |
| Q4 2011 | -1.0% | — | — | |
| Q3 2011 | -1.9% | — | — | |
| Q2 2011 | -2.5% | — | — | |
| Q1 2011 | -1.3% | — | — | |
| Q4 2010 | -0.2% | — | — | |
| Q3 2010 | -2.4% | — | — | |
| Q2 2010 | -1.6% | — | — | |
| Q1 2010 | -1.2% | — | — |
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