Safehold (SAFE) Reports Q4 Earnings: What Key Metrics Have to Say

Core Insights - Safehold (SAFE) reported revenue of $97.87 million for Q4 2025, marking a 6.5% year-over-year increase and a slight surprise of +0.03% over the Zacks Consensus Estimate of $97.84 million [1] - The company's EPS for the same quarter was $0.42, compared to $0.36 a year ago, although it represented a -0.78% surprise against the consensus estimate of $0.42 [1] Financial Performance Metrics - Operating lease income was reported at $16.99 million, slightly above the two-analyst average estimate of $16.9 million, reflecting a year-over-year increase of +1.6% [4] - Other income reached $4.44 million, exceeding the estimated $4.15 million, with an 8.4% increase compared to the previous year [4] - Interest income from sales-type leases was $73.34 million, below the average estimate of $75.64 million, but still showing a +6.8% year-over-year change [4] - Diluted net income per share was $0.39, compared to the estimated $0.43, indicating a shortfall against analyst expectations [4] Stock Performance - Over the past month, Safehold's shares have returned +5.7%, contrasting with a -0.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), suggesting potential for outperformance in the near term [3]