Broadstone Net Lease Q4 FFO Beats by 1.8%, Revenues Top $118M
Broadstone Net Lease reported Q4 FFO of $0.38 per share, beating the $0.37 consensus and up from $0.36 a year earlier. Q4 revenues rose to $118.3 million versus $112.13 million a year ago, while shares have gained 14.3% year-to-date.
1. Q4 FFO and EPS Performance
In Q4 2025 Broadstone Net Lease generated FFO of $0.38 per share, exceeding the consensus estimate of $0.37 and rising from $0.36 in Q4 2024. This 1.8% positive surprise reflects resilient leasing income and effective cost management after adjustments for non-recurring items.
2. Revenue Growth and Estimate Revisions
Quarterly revenue climbed to $118.3 million, up 5.5% from $112.13 million a year earlier and slightly above the consensus of $117.5 million, delivering a 0.73% surprise. Favorable estimate revisions ahead of the report supported a Zacks Rank #2 (Buy), indicating analysts’ confidence in near-term FFO trends.
3. Share Performance and Outlook
Shares of Broadstone Net Lease have risen 14.3% year-to-date, outperforming the S&P 500’s flat return. Investors will focus on management’s commentary for guidance on next quarter’s consensus FFO of $0.38 and revenue projection of $120.12 million.