Getty Realty Q4 FFO Beats by 2.4%, Revenue Up 15% to $60M

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Getty Realty reported Q4 funds from operations of $0.63 per share, a 2.44% beat versus $0.62 consensus and up from $0.60 year-ago. Fourth-quarter revenue rose 15% to $60 million, beating estimates by 7.6% and lifting shares 14.1% year-to-date.

1. Q4 FFO and Revenue Beat

Getty Realty recorded Q4 FFO of $0.63 per share, surpassing the $0.62 consensus by 2.44% and up from $0.60 a year earlier, marking its second estimate beat in four quarters.

2. Revenue Growth and Estimates History

Fourth-quarter revenue climbed to $60 million, a 15% increase from $52.24 million last year and 7.6% above expectations, extending the company's streak of quarterly revenue beats to three of the last four periods.

3. Share Performance Year-to-Date

Shares have rallied roughly 14.1% since January 1, significantly outpacing the S&P 500's 1.4% gain, reflecting investor enthusiasm following the earnings surprise.

4. Outlook and Industry Context

Analysts forecast next quarter FFO of $0.60 on $58.8 million in revenue and full-year FFO of $2.49 on $228.6 million in sales, while the REIT industry ranks in the bottom 29% of peers by industry metrics.

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