Agree Realty (ADC) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Zacks Zacks
Agree Realty (ADC) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Agree Realty (ADC) reported $190.49 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 18.5%. EPS of $1.11 for the same period compares to $0.41 a year ago.

The reported revenue represents a surprise of +1.97% over the Zacks Consensus Estimate of $186.82 million. With the consensus EPS estimate being $1.10, the EPS surprise was +1.21%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Agree Realty performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Revenues- Rental income: $190.46 million compared to the $182.26 million average estimate based on two analysts. The reported number represents a change of +18.5% year over year. Revenues- Rental income- Operating cost reimbursement: $21.53 million versus the two-analyst average estimate of $19.65 million. The reported number represents a year-over-year change of +18.8%. Net Earnings Per Share (Diluted): $0.47 versus $0.46 estimated by two analysts on average.

View all Key Company Metrics for Agree Realty here>>>

Shares of Agree Realty have returned +5.5% over the past month versus the Zacks S&P 500 composite's no change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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