Group 1 - Agree Realty (ADC) reported revenue of $175.53 million for the quarter ended June 2025, a year-over-year increase of 15.1% [1] - The earnings per share (EPS) for the same period was $1.06, compared to $0.52 a year ago, with no EPS surprise as the consensus estimate was also $1.06 [1][4] - The reported revenue exceeded the Zacks Consensus Estimate of $173.71 million by 1.05% [1] Group 2 - Rental income was reported at $175.4 million, surpassing the three-analyst average estimate of $169.93 million, reflecting a year-over-year change of +15.1% [4] - Operating cost reimbursement revenue was $19.38 million, exceeding the average estimate of $17.9 million based on two analysts, representing a year-over-year increase of 21.6% [4] - Other revenues were reported at $0.13 million, slightly above the estimated $0.1 million, but showed a year-over-year decline of 13.9% [4] Group 3 - Shares of Agree Realty have returned +1.2% over the past month, compared to the Zacks S&P 500 composite's +2.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - EPR Properties reported revenue of $146.36 million for the quarter ended March 2025, reflecting a year-over-year increase of 2.9% but a slight miss against the Zacks Consensus Estimate of $146.95 million, resulting in a revenue surprise of -0.40% [1] - The company's earnings per share (EPS) for the quarter was $1.21, significantly higher than the $0.75 reported in the same quarter last year, and exceeded the consensus estimate of $1.19 by 1.68% [1][4] - EPR Properties' stock has outperformed the Zacks S&P 500 composite, returning +15.3% over the past month compared to the composite's +10.6% [3] Revenue Breakdown - Rental revenue for EPR Properties was reported at $146.36 million, slightly below the average estimate of $146.95 million from three analysts, marking a year-over-year increase of 2.9% [4] - Mortgage and other financing income reached $17.04 million, surpassing the estimated $15.03 million by two analysts, and showing a significant year-over-year increase of 31.9% [4] - Other income was reported at $11.64 million, which fell short of the estimated $28.60 million from two analysts, representing a year-over-year decrease of 3.3% [4] - The diluted net earnings per share was $0.78, exceeding the average estimate of $0.63 from three analysts [4]