Postal Realty Trust, Inc. es un fideicomiso de inversión en bienes raíces de gestión interna que posee y administra más de 2,300 ...
Plutux no es un asesor de inversiones. Los datos de mercado y el análisis generado por IA son solo informativos y educativos, no asesoramiento de inversión. Aviso legal
BPA est. $0.67 · Ingresos $108.78M · 4 analistas
BPA est. $0.75 · Ingresos $123.20M · 4 analistas
BPA est. $0.21 · Ingresos $31.26M · 2 analistas
BPA est. $0.20 · Ingresos $31.72M · 2 analistas
$0.98 por acción
$0.98 por acción
| Métrica | Último | InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo. | TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo. |
|---|---|---|---|
| IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores). | $95.8M | +25.5% | +6.9% |
| Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día. | $14.1M | +114.5% | +67.4% |
| Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión. | +88.2% | +17.3% | +187.6% |
| Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas). | +35.8% | +29.2% | +14.3% |
| Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas. | +14.8% | +71.0% | +56.6% |
| Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones. | $37.6M | +22.3% | +33.8% |
| Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero. | +39.2% | -2.6% | +25.2% |
| Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro. | 141.9% | +20.2% | -25.6% |
| Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico. | 10.72x | +2655.5% | -91.8% |
| Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo. | $759.1M | +17.4% | +5.6% |
| Métrica | Anual (real vs estimado) | Sorpresa anual | Trimestral (real vs estimado) | Sorpresa trimestral |
|---|---|---|---|---|
| EPS Surprise | 0.47 vs 0.52 | -9.3% | 0.15 vs 0.21 | -28.6% |
| Revenue Surprise | $95.8M vs $88.6M | +8.1% | $28.6M vs $31.3M | -8.6% |
| Fecha | Ejecutivo | Cargo | Valor | Lado | Acciones | Precio |
|---|---|---|---|---|---|---|
| Jun 2, 2026 | Gural-Senders Jane | director | LTIP Units | A | 3,198 | — |
| Jun 2, 2026 | Gural-Senders Jane | director | LTIP Units | A | 3,070 | — |
| Jun 2, 2026 | FEINGOLD ANTON | director | LTIP Units | A | 3,198 | — |
| Jun 2, 2026 | FEINGOLD ANTON | director | LTIP Units | A | 4,093 | — |
| Jun 2, 2026 | Donahoe Patrick R | director | LTIP Units | A | 3,198 | — |
Operator: Greetings, and welcome to the Postal Realty Trust's Second Quarter 2026 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded. I would now like to turn the conference over to your host, Mr. Jordan Cooperstein, Senior Vice President of Finance and Capital Markets. Welcome, Jordan. Jordan Cooperstein: Thank you, and good morning, everyone. Welcome to Postal Realty Trust's Second Quarter 2026 Earnings Conference Call. On the call today, we have Andrew Spodek, Chief Executive Officer; Jeremy Garber, President; Steve Bakke, Chief Financial Officer; and Matt Brandwein, Chief Accounting Officer. Please note the company may use forward-looking statements on this conference call, which are statements that are not historical facts and are considered forward-looking. These forward-looking statements are covered by the safe harbor provisions for forward-looking statements contained in the Private Securities Litigation Reform Act of 1995. Actual results may differ materially from those described in the forward-looking statements and will be affected by a variety of risks and factors that are beyond the company's control, including, but not limited to, those contained in the company's latest 10-K and 10-Q and its other regulatory filings with the SEC. The company does not assume and specifically disclaims any obligation to update any forward-looking statements, whether as a result of new information, future events or otherwise. Additionally, on this conference call, the company may refer to certain non-GAAP financial measures, such as funds from operations, adjusted funds from operations, adjusted EBITDA, pro forma adjusted EBITDA, pro forma annualized adjusted EBITDA, net debt, adjusted net debt, portfolio occupancy, same-store cash NOI, same-store cash revenue, and pro forma adjusted net debt. You can find the definitions and, to the extent available, tabular reconciliations of these non-GAAP financial measures to the most currently comparable GAAP measures in the company's earnings release and supplemental materials. With that, I will now turn the call over to Andrew Spodek, Chief Executive Officer of Postal Realty Trust. Andrew Spodek: Good morning, and thank you for joining us today. In the second quarter, we experienced strong momentum as we closed $45 million of acquisitions at a 7.3% weighted average cash cap rate. This was the highest volume quarter since June 2022. Our current improved access to capital allows us to expand the breadth of acquisition targets, including larger assets and portfolios that have strong postal specs and attractive growth profiles while maintaining a very attractive spread. A recent acquisition in San Diego is a perfect illustration. We acquired a $9.6 million facility located west of Interstate 805, locking in an attractive basis for a below-market lease with meaningful growth potential in Coastal California. Our disciplined approach to acquiring properties has not …
| Nombre | Cargo | Remuneración | Género | Año de nacimiento | Estado |
|---|---|---|---|---|---|
Jeremy Garber | President, Treasurer & Secretary | USD 454,986 | Male | 1970 | Active |
Stephen Bakke | Executive Vice President, Chief Financial Officer & Principal Financial Officer | USD 294,428 | Male | 1985 | Active |
Andrew Spodek | Chief Executive Officer & Director | USD 58,346 | Male | 1976 | Active |
David Loss | Executive Vice President & Chief Operating Officer | — | Male | — | Active |
Isaac Richter | Executive Vice President & Head of Asset Management | — | Male | 1983 | Active |
Jordan Cooperstein | Vice President of FP&A and Capital Markets | — | Male | — | Active |
Matthew H. Brandwein | Executive Vice President & Chief Accounting Officer | — | Male | 1976 | Active |
Raphael Harel | Senior Vice President of Acquisitions | — | Male | 1988 | Active |
Andrea Gritser | Vice President & Corporate Controller | — | Female | 1983 | Active |
Carrie Herz | Senior Vice President & Corporate Counsel | — | Female | 1981 | Active |
Postal Realty Trust NYSE: PSTL raised its 2026 acquisition and adjusted funds from operations, or AFFO, guidance after reporting increased transaction activity, continued leasing progress and lower borrowing costs during the second quarter.
Postal Realty Trust, Inc. remains a Buy, offering unique USPS-leased property exposure and robust AFFO growth with a sustainable ~4.24% dividend yield. Postal Realty delivered a strong Q2, raising AFFO guidance to $1.41–$1.43 per share and increasing 2026 acquisition targets, supported by a solid 99.8% occupancy rate on its owned portfolio. The balance sheet is healthy with 4.6x net debt/EBITDA, expanded credit facilities, and a $205M undrawn revolver, enabling continued acquisition-driven growth.
Postal Realty Trust, Inc. (PSTL) Q2 2026 Earnings Call Transcript
Although the revenue and EPS for Postal Realty Trust (PSTL) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Postal Realty Trust (PSTL) came out with quarterly funds from operations (FFO) of $0.36 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.33 per share a year ago.
