Q2 FY2026 EarningsQ2 FY2026 results showed moderate top-line performance with revenue of $205.1M, slightly missing the $206.9M consensus (-0.87%). Net Income GAAP per share of $0.44 missed the $0.48 mean estimate by 8.33%. Despite the GAAP earnings miss, the company posted record investment activity of $502M and significantly raised its FY2026 AFFO guidance and investment volume targets, signaling robust AI-driven demand and operational scale-up.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Agree Realty(ADC) the Revenue is 205.1 M (+16.85%), Miss estimate;the EBIT is 98.69 M (+18.25%), Miss estimate;the EPS is 0.44 (+2.33%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.21B16.85%
0.21B17.88%
-0.00B1.03%
EBITMiss expectations
0.10B18.25%
0.10B24.64%
-0.01B6.39%
EPSMiss expectations
0.442.33%
0.477811.11%
-0.03788.78%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf