NETSTREIT is an internally managed Real Estate Investment Trust (REIT), headquartered in Dallas, Texas, specializing in the nationwide acquisition of single-tenant net ...
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$0.87 per share
Est. EPS $0.30 · Revenue $231.34M · 6 analysts
Est. EPS $0.43 · Revenue $272.98M · 6 analysts
Est. EPS $0.13 · Revenue $73.47M · 2 analysts
$0.87 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $195.0M | +19.8% | +13.8% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $6.9M | +157.8% | +10.5% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +90.0% | +1.1% | +0.5% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +34.6% | +16.4% | -5.9% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +3.5% | +148.3% | -2.9% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $109.5M | +21.4% | +3.6% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +56.1% | +1.3% | +15.3% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 77.6% | +15.5% | +9.6% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 7.06x | +707.6% | -8.2% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $2.6B | +15.7% | +8.1% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.08 vs 0.14 | -41.1% | 0.06 vs 0.13 | -53.3% |
| Revenue Surprise | $195.0M vs $181.7M | +7.3% | $61.3M vs $73.5M | -16.6% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jun 18, 2026 | Manheimer Mark | director, officer: President, CEO and Secretary | Common Stock | A | 5,000 | $19.19 |
| Apr 23, 2026 | Zeigler Robin McBride | director | Common Stock | D | 7,192 | $20.85 |
| Apr 10, 2026 | Donlan Daniel P | officer: CFO and Treasurer | Common Stock | A | 11,681 | — |
| Apr 10, 2026 | Donlan Daniel P | officer: CFO and Treasurer | Restricted Stock Units | D | 11,681 | — |
| Apr 10, 2026 | Donlan Daniel P | officer: CFO and Treasurer | Common Stock | D | 4,597 | $20.26 |
Operator: Greetings, and welcome to the NETSTREIT Second Quarter 26 Earnings Call. At this time, all participants are in a listen-only mode. As a reminder, this conference is being recorded. It is now my pleasure to introduce Matt Miller, Capital Markets Investor Relations. Thank you. You may begin. Matt Miller: Good morning, and thank you for joining us for NETSTREIT's second quarter 26 Earnings Conference Call. On today's call, management's remarks and responses to your questions may contain statements considered forward looking under federal securities law. These statements address matters subject to risks and uncertainties that may cause actual results to differ from those discussed today. For more information on these factors, we encourage you to review our latest Form 10-Ks and other SEC filings. All forward looking statements are made as of today's date, and NETSTREIT assumes no obligation to them in the future. In addition, certain financial information presented on the call includes non GAAP financial measures. Please refer to our earnings release and supplemental package for definitions, reconciliations to the most comparable GAAP measures and an explanation of their usefulness to investors. These materials can be found in the Investor Relations section of the company's website at netstreet.com. Today's call is hosted by NETSTREIT CEO, Mark Manheimer, and CFO, Daniel Donlan. They will make some prepared remarks followed by a Q&A session. With that, I will turn the call over to Mark. Mark Manheimer: Thank you, Matt, and good morning, everyone. We appreciate you joining us today to discuss NETSTREIT's second quarter 26 results. I want to begin by thanking our entire team for their outstanding execution and dedication. We have now grown the portfolio to over $3 billion in assets, and we continue to see an elevated number of high quality opportunities at accretive pricing. Which should provide for an increasingly attractive growth backdrop as we head into 2027 and beyond. In the second quarter, we saw continued acceleration on the investment front. We closed $299 million of gross investments driven by well priced assets in our core necessity and service based sectors. Including quick service restaurants, grocery, convenience store, auto service, and other essential retail categories. These investments were completed at a blended cash yield of 7.4% with a weighted average lease term of 9.8 years. As a complement to this, we executed targeted dispositions at a 6.8% blended cash yield, the proceeds of which were recycled into higher quality, longer duration opportunities that enhanced our portfolio quality and further reduced select tenant and industry concentrations. This robust start to the year reflects the depth of our sourcing platform and our team's ability to move quickly across a wide swath of opportunities while still staying disciplined in our underwriting criteria. With that in mind, we have seen an uptick in portfolio transactions …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Mark Manheimer | President, Chief Executive Officer, Secretary & Director | USD 1,971,111 | Male | 1976 | Active |
Daniel Paul Donlan | Chief Financial Officer & Treasurer | USD 1,172,345 | Male | — | Active |
Chad Shafer | Senior Vice President of Real Estate & Underwriting | — | Male | 1976 | Active |
Sofia Chernylo | Senior Vice President & Chief Accounting Officer | — | Female | 1980 | Active |
Matt Miller | Senior Associate of FP&A & Capital Markets | — | — | — | Active |
Jeff Fuge | Senior Vice President of Acquisitions | — | Male | 1983 | Active |
Amy An | Senior Associate of Investor Relations | — | Female | — | Active |
Investors looking for stocks in the REIT and Equity Trust - Other sector might want to consider either Park Hotels & Resorts (PK) or NETSTREIT (NTST). But which of these two stocks offers value investors a better bang for their buck right now?
NETSTREIT NYSE: NTST reported second-quarter 2026 results highlighted by accelerated acquisition activity, full occupancy and increased full-year investment guidance, as management described a favorable transaction market for necessity and service-based retail real estate.
NETSTREIT Corp. (NTST) Q2 2026 Earnings Call Transcript
NETSTREIT (NTST) came out with quarterly funds from operations (FFO) of $0.35 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to FFO of $0.33 per share a year ago.
DALLAS--(BUSINESS WIRE)--NETSTREIT Corp. (NYSE: NTST) (the “Company”) today announced financial and operating results for the second quarter ended June 30, 2026. “I am pleased to report another solid quarter of gross investment activity at attractive yields as the net lease marketplace remains highly favorable for our opportunity set. Our 100% occupied portfolio remains healthy and continues to produce stable and growing cash flows. Given the excellent condition of our balance sheet, which was.
