A ADC

Agree Realty Corp

$79.62

-0.29% ($0.23)

Volume 1.05M

52W High $82.08

52W Low $68.98

Market Cap $8.68B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$1.08

Whisper EPS

$1.11

2.6% above consensus

Last Quarter

$0.47

Current Streak

2 Meets

Avg Surprise (4Q)

+0.20%

Next Earnings Report

Reports in 45 days

Report Date Apr 28, 2026

Whisper Spread +2.56%

Consensus Estimate

$1.08

Official analyst average

Whisper Number

$1.11

What traders expect

Bullish Sentiment: The whisper number is 2.6% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q4 2025 Feb 10, 2026

1-Day: +0.31%

Q3 2025 Oct 21, 2025

1-Day: +0.19%

Q2 2025 Jul 21, 2025

1-Day: +3.20%

Q1 2025 Apr 21, 2025

1-Day: +0.51%

Revenue & Financial Performance

Revenue Whisper

$194.0M

TWN Proprietary Estimate

Last Quarter Revenue

$190.5M

+18.5% YoY

Gross Margin

87.4%

Net Margin: 29.4%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$190.5M	+18.5%	87.4%	48.5%	$56.0M
Q3'25	$183.2M	+18.7%	88.0%	47.6%	$52.1M
Q2'25	$175.5M	+15.0%	87.6%	46.7%	$49.2M
Q1'25	$169.2M	+13.2%	88.0%	46.5%	$47.0M
Q4'24	$160.7M	+11.5%	87.3%	46.9%	$45.2M
Q3'24	$154.3M	+12.8%	88.1%	48.2%	$44.4M
Q2'24	$152.6M	+17.5%	88.5%	53.7%	$54.7M
Q1'24	$149.5M	+18.0%	87.6%	47.2%	$44.9M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Feb 10, 2026	$0.47	$0.47	$0.47	-0.66%	Missed
Q3 2025	Oct 21, 2025	$0.45	$0.46	$0.45	+0.00%	Missed
Q2 2025	Jul 21, 2025	$0.45	$0.47	$0.46	+1.24%	Missed
Q1 2025	Apr 21, 2025	$0.43	$0.44	$0.46	+8.05%	Beat
Q4 2024	Feb 11, 2025	$0.44	$0.44	$0.41	-6.52%	Missed
Q3 2024	Oct 22, 2024	$0.43	$0.43	$0.42	-2.33%	Missed
Q2 2024	Jul 23, 2024	$0.44	$0.43	$0.52	+18.18%	Beat
Q1 2024	Apr 23, 2024	$0.46	$0.44	$0.47	+2.17%	Beat
Q4 2023	Feb 13, 2024	$0.46	$0.45	$0.41	-10.87%	Missed
Q3 2023	Oct 24, 2023	$0.42	$0.42	$0.37	-11.90%	Missed
Q2 2023	Aug 1, 2023	$0.43	$0.44	$0.42	-2.33%	Missed
Q1 2023	May 4, 2023	$0.44	$0.46	$0.44	+0.00%	Missed