Essential Properties (EPRT) Q4 FFO Meet Estimates

Core Insights - Essential Properties (EPRT) reported quarterly funds from operations (FFO) of $0.49 per share, matching the Zacks Consensus Estimate and showing an increase from $0.45 per share a year ago, resulting in an FFO surprise of +0.35% [1] - The company posted revenues of $149.87 million for the quarter ended December 2025, which was 1.16% below the Zacks Consensus Estimate, but an increase from $119.71 million year-over-year [2] - Essential Properties shares have increased approximately 7.6% since the beginning of the year, outperforming the S&P 500's gain of 1.4% [3] Financial Performance - Over the last four quarters, Essential Properties has surpassed consensus FFO estimates only once, while it has topped consensus revenue estimates three times [2] - The current consensus FFO estimate for the upcoming quarter is $0.49 on revenues of $158.66 million, and for the current fiscal year, it is $2.04 on revenues of $673.59 million [7] Industry Context - The REIT and Equity Trust - Retail industry, to which Essential Properties belongs, is currently ranked in the top 27% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - The performance of Essential Properties may be influenced by the overall industry outlook, as empirical research shows a strong correlation between stock movements and trends in estimate revisions [5][8]