← Back to all signals
O · Q3 2026

REALTY INCOME CORP

Reported 2026-08-05
BEAT
51EarnIQ signal

Confidence rising

Mild quarter-over-quarter shift

Solid AFFO growth, guidance raise, and robust investments signal strong operational momentum for Realty Income.

  • Guidance was raised, with high specificity.
  • Management tone registered as confident (85/100).
  • EarnIQ detected 0 potential management deflections.
Headline–confidence gap

Headline confirmed

Management confidence reinforces the reported beat.

EPS: reported vs expected-11.0%$0.37 vs $0.42
Revenue: reported vs expected+3.3%$1.5B vs $1.5B
Guidance specificityHighRaised
Market expectations supplied by Finnhub · Reported vs consensus estimate

Our results reflect the strength of Realty Income's diversified platform and our disciplined approach to capital allocation.

EarnIQ Premium

Understand exactly why confidence changed.

Unlock management-language evidence, guidance specificity, the pressure point, narrative breaks, risks, and quarter-over-quarter topic changes.

Guidance specificityPressure pointNarrative breakSource evidence
Preview full report