| O |
Report |
AFFO per share (Q2 2026) |
IN-LINE |
pred ~$1.10 vs. cons ~$1.09 |
MEDIUM |
| O |
Report |
Investment volume (Q2 2026, pro-rata) |
BEAT |
pred ~$2.5B vs. cons ~$2.0B |
MEDIUM |
| O |
Report |
Same-store rent growth (Q2 2026) |
IN-LINE |
pred ~+0.9% vs. cons ~+1.1% |
LOW |
| O |
Guide |
FY2026 AFFO/share guidance (raise) |
BETTER |
guide ~$4.43-4.46 (mid ~$4.445) vs. cons ~$4.43 (FY2026) |
MEDIUM |
| O |
Guide |
FY2026 investment volume guidance |
BETTER |
guide ~$10.0B vs. cons ~$9.5B (FY2026) |
MEDIUM |
| O |
Guide |
FY2026 occupancy guidance |
UNCHANGED |
guide ~98.5% vs. cons ~98.5% (FY2026) |
MEDIUM |
| O |
Guide |
FY2026 credit loss / bad-debt guidance |
UNCHANGED |
guide ~40bps vs. cons ~40bps (FY2026) |
LOW |
| O |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.0% |
— |
MEDIUM |
| O |
Return |
5-day cumulative residual |
+0.5% (STABILIZE) |
Likely beat-and-raise (third straight) after a ~4% fade from July highs supports a modest positive day-1 residual, but AFFO quality concerns (episodic lease-termination income flattering results, thin ~1% same-store growth, lower-yield fund-mix cap rates) cap upside revisions. As a long-duration bond-proxy, O's post-print drift is dominated by the 10-year, so the idiosyncratic reaction largely holds rather than extends—net stabilize with a slight positive bias. |
LOW |