Q4 25 EPS
$0.45
BEAT +31.35%
Est. $0.34
Q4 25 Revenue
$60.5M
BEAT +8.24%
Est. $55.9M
vs S&P Since Q4 25
+0.9%
BEATING MARKET
GTY +8.6% vs S&P +7.7%
Full Year 2025 Results
FY 25 EPS
$1.35
BEAT +5.49%
Est. $1.28
FY 25 Revenue
$221.7M
BEAT +3.49%
Est. $214.2M
Market Reaction
Did GTY Beat Earnings? Q4 2025 Results
Getty Realty delivered a standout fourth quarter, posting earnings of $0.45 per diluted share against a consensus estimate of $0.34, a beat of 30.81%, while revenue climbed 14.2% year over year to $60.55 million, ahead of the $53.07 million analysts … Read more Getty Realty delivered a standout fourth quarter, posting earnings of $0.45 per diluted share against a consensus estimate of $0.34, a beat of 30.81%, while revenue climbed 14.2% year over year to $60.55 million, ahead of the $53.07 million analysts had expected. The primary engine behind the outperformance was a 12.5% increase in base rental income to $54.80 million, fueled by $135.40 million in Q4 acquisitions spanning 22 convenience and automotive retail properties at a 7.9% initial cash yield, with full-year investment volume reaching $268.80 million across 73 properties at the same yield. AFFO rose to $0.63 per diluted share from $0.60 a year ago, reflecting the compounding benefit of contractual rent escalations and incremental revenue from recently added assets. Looking ahead, the company reaffirmed 2026 AFFO guidance of $2.48 to $2.50 per diluted share and entered the year with more than $500 million in liquidity, alongside a committed pipeline of roughly $100 million for 36 properties, even as a concurrent equity offering introduced some dilution into the capital structure.
Key Takeaways
- • 12.5% Q4 base rental income growth driven by incremental revenue from recently acquired properties and contractual rent increases
- • Invested $135.4 million in Q4 at a 7.9% initial cash yield across 22 properties
- • Full year investment volume of $268.8 million at a 7.9% initial cash yield across 73 properties
- • Reduction in property operating expenses due to lower reimbursable real estate taxes and rent expense
GTY YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
GTY Revenue by Segment
Business unit performance breakdown
“We are pleased with Getty's strong fourth quarter and full year 2025 performance, which reflect the merits of our disciplined investment strategy, consistent earnings growth, and the reliability of our portfolio of convenience and automotive retail properties.”
— Christopher J. Constant, Q4 2025 Earnings Press Release
GTY Earnings Trends
GTY vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
GTY EPS Trend
Earnings per share: estimate vs actual
GTY Revenue Trend
Quarterly revenue: estimate vs actual
GTY Quarterly Results
6 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 | — | — | — | — | — |
| Q1 26 | — | — | — | — | — |
| Q4 25 BEAT FY | $0.34 | $0.45 | +31.35% | $60.5M | +8.24% |
| FY Full Year | $1.28 | $1.35 | +5.49% | $221.7M | +3.49% |
| Q3 25 BEAT | $0.34 | $0.40 | +18.24% | $55.6M | +4.97% |
| Q2 25 MISS | $0.33 | $0.24 | -27.34% | $53.3M | +3.24% |
| Q1 25 MISS | $0.31 | $0.25 | -19.48% | $52.3M | -0.17% |