EPR Properties

Q2 FY2026 EarningsQ2 FY26 results beat consensus across most key metrics, with revenue of $196.1M vs. $188.8M expected and Diluted EPS of $0.79 vs. the $0.75 mean estimate. Rental revenue drove the top-line beat, rising 12.4% YoY, bolstered by $492.2M in H1 investment spending, including a major $304.4M attraction acquisition. While GAAP net income fell 11% YoY due to lower gains on real estate sales, FFOAA per diluted share rose 12.7% YoY to $1.42, and a new $1.6B credit agreement significantly improves liquidity for the FY26 pipeline.