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Jun 30, 2025
Essential Properties Q2 2025 Earnings Report
Essential Properties reported solid Q2 2025 results with higher AFFO per share and strong portfolio metrics.
Key Takeaways
Essential Properties delivered $137.1 million in revenue and $63.2 million in net income for Q2 2025. AFFO per share rose to $0.46, driven by resilient portfolio occupancy of 99.6% and strategic investments in 77 properties.
Net income per diluted share increased to $0.32, up 10% year-over-year:contentReference[oaicite:0]{index=0}
AFFO per share grew 7% year-over-year to $0.46:contentReference[oaicite:1]{index=1}
Portfolio occupancy remained strong at 99.6%:contentReference[oaicite:2]{index=2}
77 properties acquired for $334 million at a weighted average lease term of 19.5 years:contentReference[oaicite:3]{index=3}
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Essential Properties raised its full-year 2025 AFFO per share guidance to $1.86–$1.89, supported by a robust investment pipeline and stable occupancy.
Positive Outlook
- AFFO guidance raised to $1.86–$1.89 per share
- Investment volume expected to reach $1.0–$1.2 billion
- Portfolio occupancy projected to remain above 99%
- Strong tenant rent coverage ratio supports stable cash flows
- Resilient demand for sale-leaseback transactions
Challenges Ahead
- Macroeconomic uncertainty could slow investment pace
- Rising interest rates may increase financing costs
- Potential delays in closing new acquisitions
- Higher G&A expense guidance of $28–$31 million
- Limited disposition opportunities at favorable cap rates
Historical Earnings Impact
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Avg. Return Before/After Earnings
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