Q2 FY2026 EarningsQ2 FY26 results slightly exceeded consensus, with revenue reaching $122.3M (+0.46% vs. expected) and GAAP EPS of $0.21, beating the $0.19 mean estimate. The quarter was highlighted by a significant $303M build-to-suit development for a Fortune 20 tenant, which reinforces the long-term growth profile. Management subsequently raised the midpoint of full-year AFFO guidance to $1.56 per share and increased the FY26 investment target to $600M–$800M.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Broadstone Net Lease(BNL) the Revenue is 122.31 M (+8.25%), Beat estimate;the EBIT is 55.49 M (+5.67%), Miss estimate;the EPS is 0.21 (+110%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.12B8.25%
0.12B7.75%
+0.00B0.50%
EBITMiss expectations
0.06B5.67%
0.06B21.14%
-0.01B15.47%
EPSExceed expectations
0.21110.00%
0.192192.07%
+0.017917.93%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf