Safehold (SAFE) reported $110.85 million in revenue for the quarter ended March 2026, representing a year-over-year increase of 13.5%. EPS of $0.40 for the same period compares to $0.44 a year ago.
The reported revenue represents a surprise of +9.37% over the Zacks Consensus Estimate of $101.36 million. With the consensus EPS estimate being $0.43, the EPS surprise was -5.88%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Safehold performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Revenues- Interest income from sales-type leases: $75.03 million versus $75.88 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +7.7% change. Revenues- Operating lease income: $20.16 million versus the two-analyst average estimate of $19.7 million. The reported number represents a year-over-year change of -5.7%. Net income (Loss) per share- Diluted: $0.40 compared to the $0.48 average estimate based on two analysts.View all Key Company Metrics for Safehold here>>>
Shares of Safehold have returned +17.8% over the past month versus the Zacks S&P 500 composite's +12.2% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.Radical New Technology Could Hand Investors Huge Gains
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This article originally published on Zacks Investment Research (zacks.com).