O O

Realty Income Corp

REIT - RETAIL · REAL ESTATE

Realty Income Corporation (O) is a leading real estate investment trust (REIT) that focuses on the acquisition and management of free-standing, single-tenant commercial properties across the U.S., Puerto Rico, and the U.K. With a strong emphasis on long-term net lease agreements, the company has est...

$67.56

+0.84% (+$0.56)

Volume 6.74M

52W High $67.94

52W Low $50.71

Market Cap $61.22B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.38

Whisper EPS

$0.35

8.8% below consensus

Last Quarter

$0.33

Current Streak

8 Misss

Avg Surprise (4Q)

-17.03%

Next Earnings Report

Reports in 62 days

Report Date May 6, 2026

Whisper Spread -8.79%

Consensus Estimate

$0.38

Official analyst average

Whisper Number

$0.35

What traders expect

Cautious Sentiment: The whisper number is 8.8% below consensus, suggesting traders are skeptical. Meeting consensus may not be enough to satisfy the market.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q4 2025 Feb 24, 2026

1-Day: -0.80%

Q3 2025 Nov 3, 2025

1-Day: -3.54%

Q2 2025 Aug 6, 2025

1-Day: +0.32%

5-Day: +0.84%

Q1 2025 May 5, 2025

1-Day: -0.26%

Revenue & Financial Performance

Revenue Whisper

$1.62B

TWN Proprietary Estimate

Last Quarter Revenue

$1.49B

+11.0% YoY

Gross Margin

82.1%

Net Margin: 19.9%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$1.49B	+11.0%	82.1%	-18.3%	$296.1M
Q3'25	$1.47B	+10.5%	92.8%	45.8%	$315.8M
Q2'25	$1.41B	+5.3%	92.4%	42.9%	$196.9M
Q1'25	$1.38B	+9.5%	92.3%	45.0%	$249.8M
Q4'24	$1.34B	+24.5%	92.8%	43.9%	$199.6M
Q3'24	$1.33B	+28.1%	93.1%	44.7%	$269.5M
Q2'24	$1.34B	+31.4%	92.6%	43.3%	$259.4M
Q1'24	$1.26B	+33.5%	92.9%	43.6%	$132.3M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Feb 24, 2026	$0.38	$0.36	$0.33	-13.20%	Missed
Q3 2025	Nov 3, 2025	$0.36	$0.31	$0.35	-2.78%	Beat
Q2 2025	Aug 6, 2025	$0.35	$0.31	$0.22	-37.14%	Missed
Q1 2025	May 5, 2025	$0.33	$0.28	$0.28	-15.00%	Met
Q4 2024	Feb 25, 2025	$0.39	$0.34	$0.22	-44.38%	Missed
Q3 2024	Nov 4, 2024	$0.36	$0.33	$0.30	-16.67%	Missed
Q2 2024	Aug 5, 2024	$0.36	$0.33	$0.29	-19.44%	Missed
Q1 2024	May 6, 2024	$0.39	$0.38	$0.16	-58.97%	Missed
Q4 2023	Feb 20, 2024	$0.32	$0.32	$0.30	-6.25%	Missed
Q3 2023	Nov 6, 2023	$0.32	$0.32	$0.33	+3.13%	Beat
Q2 2023	Aug 2, 2023	$0.34	$0.35	$0.29	-14.71%	Missed
Q1 2023	May 3, 2023	$0.34	$0.34	$0.34	+0.00%	Met