NNN REIT

Q3 FY2026 EarningsQ3 FY26 results beat consensus across top and bottom-line metrics: revenue reached $249.7M vs. $247.0M expected, while Diluted EPS (GAAP) of $0.57 exceeded the $0.527 mean estimate. Portfolio occupancy improved to a robust 99.2%, up 170 bps YoY, supporting a 6.8% increase in Annualized Base Rent (ABR). Although FY2026 Core FFO guidance was maintained at $3.50-$3.54, the company raised its disposition volume outlook to $160-$180M, signaling active portfolio pruning amidst strong $221.7M quarterly investment activity at a 7.3% cap rate.