Realty Income's results for Q3 2026 (ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-11-02. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $1,622 million (+10.3% vs a year earlier) |
| Diluted EPS (GAAP) | $0.43 |
| Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs) | $1.12 |
| Full-year guidance | Mixed |
Guidance
Realty Income raised 2026 AFFO per share to $4.45–$4.46 from $4.44–$4.45, lowered net income per share to $1.55–$1.56, reaffirmed $10.0 billion investments.
Why this label: Revised vs prior table: AFFO/share $4.45–$4.46 (prior $4.44–$4.45) up, GAAP net income/share $1.55–$1.56 (prior $1.59–$1.60) down.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| AFFO per share | FY2026 | $4.45–$4.46 | $4.44–$4.45 |
| net income per share | FY2026 | $1.55–$1.56 | $1.59–$1.60 |
| investment volume (at 100%) | FY2026 | $10.0 billion | $10.0 billion |
| occupancy | FY2026 | above 98.5% | approx 98.5% |
| same store rent growth | FY2026 | 1.1%–1.3% | 1.1%–1.3% |
| property expenses (non-reimbursable, % of total revenue) | FY2026 | 1.3%–1.5% | approx 1.5% |
From the release
Revenue: "Total revenue · $ · 1,621.6 · $ · 1,470.6"
Earnings per share: "Net income available to common stockholders was $403.9 million, or $0.43 per share"
AFFO per share: "AFFO per share · $4.45 - $4.46 · $4.44 - $4.45"
net income per share: "Net income per share (2) · $1.55 - $1.56 · $1.59 - $1.60"
investment volume (at 100%): "Investment volume (at 100%) · $10.0 billion · $10.0 billion"
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Raised 2026 AFFO per share guidance to $4.45–$4.46; Q3 AFFO per share rose 3.7%.
Source
Realty Income earnings release (SEC filing), accession 0000726728-26-000056, filed 2026-11-02.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.