| O |
Report |
2Q26 AFFO per share |
MISS |
pred ~$1.08 vs. cons $1.10 |
MEDIUM |
| O |
Report |
2Q26 investment volume (100% basis) |
BEAT |
pred ~$2.45B vs. cons $2.20B |
MEDIUM |
| O |
Report |
2Q26 portfolio occupancy |
IN-LINE |
pred ~98.9% vs. cons 98.9% |
HIGH |
| O |
Guide |
FY26 AFFO per share guidance |
UNCHANGED |
guide ~$4.42 vs. cons $4.42 (FY26) |
HIGH |
| O |
Guide |
FY26 investment-volume guidance |
UNCHANGED |
guide ~$9.50B vs. cons $9.50B (FY26) |
HIGH |
| O |
Guide |
FY26 same-store rental-revenue growth guidance |
UNCHANGED |
guide ~1.15% vs. cons 1.15% (FY26) |
MEDIUM |
| O |
Guide |
FY26 lease-termination-income guidance |
UNCHANGED |
guide ~$47.5M vs. cons $47.5M (FY26) |
MEDIUM |
| O |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| O |
Return |
5-day cumulative residual |
-3.5% (FOLLOW-THROUGH) |
pred -3.5% vs. day-1 -2.5%; a modest AFFO miss despite strong deployment would reinforce that 1Q termination income was not recurring, while unchanged $4.42 FY26 guidance leaves weaker implied 2H per-share accretion and prompts modest out-period estimate cuts. |
MEDIUM |