| O |
Report |
Q2 2026 AFFO per share |
IN-LINE |
pred ~$1.10 vs. cons $1.09 |
MEDIUM |
| O |
Report |
Q2 2026 total revenue |
BEAT |
pred ~$1.52B vs. cons $1.50B |
LOW |
| O |
Report |
Q2 2026 investment volume |
BEAT |
pred ~$2.60B vs. cons $2.40B |
LOW |
| O |
Guide |
2026 AFFO per share guidance midpoint |
UNCHANGED |
guide ~$4.43 vs. cons $4.43 (FY2026) |
MEDIUM |
| O |
Guide |
Investment-volume guidance |
BETTER |
guide ~$10.0B vs. cons $9.5B (FY2026) |
MEDIUM |
| O |
Guide |
Same-store rental-growth guidance midpoint |
UNCHANGED |
guide ~1.15% vs. cons 1.15% (FY2026) |
MEDIUM |
| O |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.2% |
— |
MEDIUM |
| O |
Return |
5-day cumulative residual |
+0.3% (FADE) |
The initial +1.2% residual fades toward +0.3% because an unchanged ~$4.43 AFFO midpoint versus ~$4.43 consensus leaves implied second-half AFFO near ~$2.20 versus ~$2.20 expected, producing little upward estimate revision despite stronger investment volume. |
MEDIUM |