Revenue: As of FY2026 Q1, the actual value is USD 83.23 M.

EPS: As of FY2026 Q1, the actual value is USD 0.28, beating the estimate of USD 0.26.

EBIT: As of FY2026 Q1, the actual value is USD 13.26 M.

Portfolio Overview

One Liberty Properties, Inc. owns 111 properties as of June 2026, consisting of 79 industrial, 27 retail, and 5 other properties . The total Base Rent is $83,228,000, with industrial properties contributing $70,094,000 (84%), retail properties $9,398,000 (11%), and other properties $3,736,000 (5%) . The portfolio’s occupancy rate has been over 98.6% for the past seven years . Industrial properties’ contribution to Base Rent increased from 17% in 2018 to 84% in 2026 . The number of industrial properties owned rose from 36 in 2018 to 79 in the three months ended March 31, 2026 .

Operational Metrics

• Total Square Footage: Industrial properties comprise 11,026,802 square feet, retail properties 1,093,792 square feet, and other properties 250,435 square feet .
• Tenant Diversification: The top five tenants account for 17.9% of the total Base Rent, totaling $15,016,000 . Specific contributions include FedEx at 4.4% ($3,698,000), Northern Tool & Equipment at 3.8% ($3,189,000), NARDA Holdings, Inc. at 3.7% ($3,115,000), Ferguson at 3.0% ($2,523,000), and Toro Company at 3.0% ($2,491,000) .
• Same Store Net Operating Income (NOI): For the three months ended March 31, 2026, Same Store NOI was $17,292,000, an increase from $16,715,000 for the three months ended March 31, 2025 .

Acquisitions and Dispositions

• Industrial Property Acquisitions: One Liberty Properties, Inc. acquired $246 million of industrial properties since January 2025 .
• 2026 Sales (as of June 1, 2026): Total gross sales price from dispositions was $36,681,000, with net proceeds of $26,092,000 and a net gain of $17,322,000 .
• 2025 Sales: Total gross sales price from dispositions was $73,839,000, with net proceeds of $61,567,000 and a net gain of $19,680,000 .

Debt and Liquidity

• Line of Credit: As of June 1, 2026, approximately $92 million was available on the Line of Credit, which could support the acquisition of an estimated $250 million of properties .
• Mortgage Debt: The weighted average interest rate on fixed rate debt is 4.91% . Scheduled amortization of mortgages through 2027 is $11.0 million . Balloon payments due for the twelve months ending March 31 are: 2027: $32.7 million, 2028: $34.0 million, 2029: $26.3 million, 2030: $87.8 million, 2031: $68.1 million, and 2032 & Thereafter: $218.7 million .
• Recent Mortgages (2025-2026): Total new mortgages amounted to $138,102,000, and refinanced mortgages totaled $11,600,000, resulting in $7,800,000 in new money .

Shareholder Returns

• Dividends: One Liberty Properties, Inc. has paid 133 consecutive quarterly dividends .
• Dividend Yield: The dividend yield was 8.1% in 2022, 8.2% in 2023, 6.6% in 2024, and 8.9% in 2025 .
• AFFO Payout Ratio: The Adjusted Funds From Operations (AFFO) payout ratio was 91% in 2022, 90% in 2023, 94% in 2024, and 94% in 2025 .
• Insider Ownership: Approximately 26% of the company is owned by insiders .

Outlook

One Liberty Properties, Inc. intends to continue its targeted acquisition strategy, focusing on distribution-focused assets in key submarkets . The company also plans to maximize value from its remaining non-industrial assets through opportunistic recycling . Organic growth is expected to continue through rent escalators and mark-to-market opportunities .