Q2 26 EPS
$N/A
Q2 26 Revenue
N/A
vs S&P Since Q2 26
+0.9%
BEATING MARKET
GTY +8.6% vs S&P +7.7%
Market Reaction
Did GTY Beat Earnings? Q2 2026 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 Forward Guidance & Outlook
Getty reaffirmed its 2026 AFFO guidance of $2.48 to $2.50 per diluted share. The guidance includes completed transaction activity as of the release date but excludes prospective acquisitions, dispositions, or capital markets activities, including the settlement of outstanding forward sale agreements. As of February 11, 2026, the company had a committed investment pipeline of approximately $100 million for the development and/or acquisition of 36 convenience and automotive retail properties with 12 different tenants, expected to fund over the next 3-12 months. The company cited more than $500 million of liquidity entering 2026.
GTY YoY Financials
Q2 2026 vs Q2 2025, 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, Q2 2026 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% |