Revenue segments as reported by the company.

Rental

Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Depreciation and amortization

Interest

Property

General and administrative

Provisions for impairment

Merger-related costs

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Realty Income Corp

Realty Income Corp. is a real estate company, which engages in generating dependable monthly cash dividends from a consistent and predictable level of cash flow from operations. The company was founded by William E. Clark, Jr. and Evelyn Joan Clark in 1969 and is headquartered in San Diego, CA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q1 2024

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Earnings data Q4 2024

Realty Income Corp reports robust growth and strategic investments in Q4 2022

Realty Income Corp's Q4 2022 earnings call showcased strong financial performance, strategic investments in diverse sectors, and a focus on enhancing shareholder value. Despite challenges with reserves related to Cineworld properties and variability in CapEx, the company is well-positioned to capitalize on growth opportunities in healthcare real estate and new verticals.

Realty Income Corp excels in Q1 2023, eyes international growth

Realty Income Corp's Q1 2023 performance reflects strong acquisitions, high occupancy rates, and a focus on sustainable growth strategies.
While facing challenges in deal volume and seller expectations, the company remains optimistic about opportunities in regional banks and asset repositioning.
With a commitment to value creation and international expansion, Realty Income Corp aims to capitalize on market opportunities and drive long-term growth.

Realty Income Corp reports strong Q2 results and eyes sale-leaseback growth

Realty Income Corp's Q2 performance showcased growth in AFFO per share and successful real estate investments, while maintaining high occupancy rates. The company's strategic focus on sale-leaseback opportunities with S&P 500 firms positions it well for future growth despite challenges from tenant credit risks and interest rate impacts.

Realty Income Corp's Q3 Merger with Spirit Drives Growth

Realty Income's Q3 performance reflects strong execution, strategic investments, and a transformative merger with Spirit Realty. The company's asset management expertise, liquidity position, and growth outlook present a compelling investment opportunity.

Realty Income Corp achieves record investments, eyes strategic growth

Realty Income Corp's strong financial performance in 2023, driven by record investments and strategic acquisitions, sets a positive trajectory for 2024. Despite challenges in cost of capital and tax implications, the company's focus on selective investments and growth opportunities presents a promising outlook for future expansion and value creation.

Realty Income Corp reports robust Q2 results and eyes strategic growth

Realty Income Corp's Q2 performance reflects financial strength, operational excellence, and strategic investment decisions.
While challenges in property dispositions and maintaining investment spreads exist, the company's strong fundamentals and growth prospects position it well for the future.
Opportunities in larger portfolio deals and strategic market expansions offer avenues for sustained growth and value creation for shareholders.

Realty Income Corp reports strong Q3 performance and expands into private capital

Realty Income Corp's Q3 performance reflects momentum and strategic initiatives for future growth. Despite challenges in credit and market dynamics, the company is optimistic about opportunities in private capital and targeted investments. Investors should watch for continued progress in executing their growth strategy.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Air Products and Chemicals

Franklin Resources

C.H. Robinson Worldwide

Cincinnati Financial

Clorox

Hormel Foods

Medtronic

McCormick

NextEra Energy

ProShares S&P 500 Dividend Aristocrats ETF

Stanley Black & Decker

Target

The ProShares S&P 500 Dividend Aristocrats ETF rebounds in February, finishing up 2.72%. March was also an excellent month for the Fund.

My Best Dividend Aristocrats For April 2024

Agree Realty

American Tower

Camden Property

Prologis

Retail chocolate prices rose 11.6% in 2023 due to a spike in the price of cocoa caused by poor climate and crop diseases in West Africa. Diversifying investments, like diversifying Easter treats, is essential for financial health and resilience against market volatility. Recommended REITs for diversification include Camden Property Trust, Realty Income, Agree Realty, American Tower, and Prologis.

Don't Put All Your REIT Eggs In One Basket

National Retail Properties

Realty Income, Agree Realty, and NNN REIT own income-producing retail properties. Their portfolios produce growing rental income, which they pay in dividends.

A Lifetime of Passive Income Is Hiding in Plain Sight

Blackstone Group

Digital Realty Trust

Vanguard Real Estate ETF

I believe that REITs are better investments than private real estate. Many investors disagree and think otherwise. I debunk their three main counterpoints.

Why I Stopped Buying Real Estate - Part 2

AGNC Investment

Vici Properties

Realty Income has increased its big-time dividend 124 times since coming public. Vici Properties has delivered peer-leading dividend growth over the past several years.

2 Ultra-High-Yield Real Estate Stocks to Buy Hand Over Fist, and 1 to Avoid

Atlantica Sustainable Infrastructure

Enbridge

SPDR S&P 500 ETF Trust

SPDR Portfolio S&P 500 High Dividend ETF

W. P. Carey

Utilities Select Sector SPDR Fund

Many dividend stocks are deeply discounted right now. I discuss why this is and why I think this is a great opportunity for investors to take advantage of. I share several high-quality, high-yield dividend stocks that offer "heads I win, tails I don't lose much (if anything)" risk-reward right now.

Rare Buying Opportunity: Big Dividends With Very Attractive Risk-Reward

I cautioned Realty Income investors about chasing its recovery in my previous update. The company is focusing on organic growth and does not anticipate further dilution from equity raises this year. Realty Income's scale and market leadership have allowed it to venture into higher-growth verticals.

Realty Income: Don't Overthink Its Juicy Monthly Dividends (Upgrade)

Amcor Plc

Chevron

Federal Realty Investment Trust

Federal Realty Investment Trust invests in shopping centers in the Northeastern United States, the Mid-Atlantic states, California, and South Florida.

6 Highest Yielding Dividend Aristocrats Are Huge April Bargains

PennantPark Floating Rate Capital

Dividend stocks have more than doubled the average annual return of non-payers over the last half-century. Although investing in ultra-high-yield stocks can be risky, careful vetting can uncover some true gems.

Want $300 in Super Safe Monthly Dividend Income? Invest $43,000 Into the Following 2 Ultra-High-Yield Stocks.

Verizon

Realty Income, Verizon Communications, and Enbridge all pay dividends yielding more than 5%. These stocks all have impressive annual dividend streaks, with the shortest one being 17 years.

Want $3,000 in Annual Dividends? Invest $15,000 in Each of These 3 High-Yielding Stocks

Morgan Stanley

Philip Morris

Dividends are a key part of the total return equation. Indeed, adding some of the best dividend stocks to buy can boost your portfolio returns.

The 3 Best Dividend Stocks to Buy in Q2 2024

The current spread between the cap rate of the Free Standing Retail subsector and the 10-year Treasury is only 233 basis points versus a historic average of 350 basis points. Despite this, Realty Income is able to achieve an investment spread of  86 basis points, within reach of their 100 to 200 basis points long-term average. The 86 basis points of value created is available to equity investors at a discount to an unbiased measure of fair value.

Realty Income: Narrower Investment Spreads But Still A Buy

Permian Basin Royalty Trust

STAG Industrial

Monthly dividend stocks. It's the answer to the question, what's better than publicly traded companies that provide passive income on a quarterly basis?

The Monthly Income Machines: 3 Stocks Delivering Consistent Dividends

British American Tobacco

Euroseas

Dividend investing is a spectacular way of accumulating wealth, especially if you locate your dividend stocks in tax-efficient accounts. In fact, I'd argue that nimble dividend investing would beat capital gains investing in today's economy.

3 Dividend-Boosting Stocks That Could Have More Bumps Ahead

JPMorgan BetaBuilders MSCI US REIT ETF

Healthpeak Properties Inc

Direxion Daily Real Estate Bull 3x Shares

Direxion Daily Real Estate Bear 3x Shares

Ellington Financial

Extra Space Storage

Fidelity MSCI Real Estate ETF

First Trust S&P REIT Index Fund

Global Net Lease

iShares Cohen & Steers REIT ETF

iShares U.S. Real Estate ETF

Nuveen Real Estate Income Fund

Invesco KBW Premium Yield Equity REIT ETF

Kimco Realty

Gladstone Land

Neuberger Berman Real Estate Securities Income Fund Inc

US Diversified Real Estate ETF

Invesco Active US Real Estate

Ready Capital Corp

Regency Centers

ALPS Active REIT ETF

ProShares Short Real Estate

Cohen And Steers Total Return Realty Fund

Two years of persistent rate-driven pressure on commercial and residential real estate markets appeared to be easing in early 2024, but firming inflation has again muddied the outlook. Expectations of "Higher for Longer" have merely shifted to "High for Long." Many private equity funds and some highly-levered REITs were ill-prepared for a period of sustained 4-5%+ benchmark rates. Private markets are finally feeling the pain that beset public REIT investors since 2021. Commercial property values have now declined over 20% nationally, and nearly 40% in some troubled segments.

State Of REIT Nation: Not Out Of The Woods, Yet

Realty Income Corporation has slumped by nearly 10% since the beginning of the year, leaving investors concerned. The REIT's poor market performance may be attributed to the struggling REIT market prices across the United States. However, distinct contributing factors are evident. O stock's occupancy has ticked down. Moreover, its latest guidance has moved to the lower end.

Realty Income: Unlikely To Recover Its Year-To-Date Losses In 2024

Realty Income offers a close to 6% forward dividend yield, making it an attractive monthly income stock. The company has a prudent balance sheet, diversification across properties and tenants, and a disciplined approach to profitability. Valuation analysis suggests that O is fairly overvalued, making it a "Strong Buy" at current levels.

Realty Income: A Monthly Dividend Champion

LTC Properties

Monthly dividend stocks to watch in the stock market today.

Best Monthly Dividend Stocks To Invest In Today? 2 To Know

News for Realty Income Corp Stock (O)