Four Corners Property Trust

Q2 FY2026 EarningsFY26 Q2 results missed consensus across top and bottom-line metrics: revenue of $78.4M vs. $79.4M expected (-1.27%), and normalized EPS of $0.27 vs. $0.28 expected. Real estate rental revenue grew 8% YoY to $70.0M, driven by 91 property acquisitions over the trailing twelve months, yet was slightly offset by increased vacancy-related property expenses. Post-quarter, management signaled aggressive expansion with $298.1M in new acquisitions and a credit facility expansion to $1.15B to support future growth.