
Realty Income (O) earnings history, EPS estimates, revenue forecasts and company guidance.
Earnings Per Share (Non-GAAP)
Quarterly Revenue (Billions)
Realty Income (O) last issued guidance on August 5, 2026 for fiscal year 2026. The company guided earnings per share in the range of $4.44 - $4.45, compared to a consensus EPS estimate of $4.45.
Compared to prior guidance, Realty Income maintained its EPS outlook from a previous range of $4.41 - $4.44.
Realty Income has issued 17 guidance updates between November 2, 2022 and August 5, 2026. During this period, the company raised its outlook 4 times, reflecting management's growing confidence in business performance.
| Metric | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Estimate | $1.09 | $1.10 | $0.66 | $0.67 |
| Actual | $1.09 | $1.13 | $1.08 | $1.08 |
| Surprise | 0.00% | +2.73% | +63.6% | +61.2% |
| Revenue | ||||
| Estimate | $1.45B | $1.41B | $1.42B | $1.38B |
| Actual | $1.55B | $1.55B | $1.49B | $1.47B |
| Surprise | +6.50% | +9.49% | +4.83% | +6.81% |
| Metric | Q3 '26E | Q4 '26E | Q1 '27E | Q2 '27E |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Consensus | $1.11 | $1.12 | $1.13 | $1.14 |
| Revenue | ||||
| Consensus | $1.47B | $1.49B | — | — |
| Fiscal Quarter | Date Reported | Actual EPS | Estimated EPS | Surprise % |
|---|---|---|---|---|
| Q2 | Aug 5, 2026 | $1.09 | $1.09 | 0.00 % |
| Q1 | May 6, 2026 | $1.13 | $1.10 | 2.73 % |
| Q4 | Feb 24, 2026 | $1.08 | $0.66 | 63.6 % |
| Q3 | Nov 3, 2025 | $1.08 | $0.67 | 61.2 % |
| Fiscal Quarter | Date Reported | Actual Revenue | Estimated Revenue | Surprise % |
|---|---|---|---|---|
| Q2 | Aug 5, 2026 | $1.55B | $1.45B | 6.50 % |
| Q1 | May 6, 2026 | $1.55B | $1.41B | 9.49 % |
| Q4 | Feb 24, 2026 | $1.49B | $1.42B | 4.83 % |
| Q3 | Nov 3, 2025 | $1.47B | $1.38B | 6.81 % |