Strawberry Fields REIT, Inc., is a self-administered real estate investment trust engaged in the ownership, acquisition, development and leasing of skilled nursing ...
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$0.32 per share
$0.32 per share
Est. EPS $0.20 · Revenue $40.68M · 1 analysts
Est. EPS $0.20 · Revenue $41.37M · 1 analysts
EPS $0.13 · Revenue $37.33M
| 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). | $155.0M | +32.4% | +0.2% |
| 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. | $7.6M | +85.0% | -5.4% |
| 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. | +30.1% | -65.4% | +173.3% |
| 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). | +54.4% | +3.8% | -3.1% |
| 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. | +4.9% | +39.7% | -5.5% |
| 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. | $90.0M | +154.8% | +38.5% |
| 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. | +58.1% | +92.5% | +38.3% |
| 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. | 6536.8% | +76.8% | +50.8% |
| 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. | 5.47x | -25.8% | +1258.1% |
| 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. | $885.2M | +12.4% | -0.0% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.60 vs 0.58 | +3.0% | 0.16 vs 0.17 | -3.0% |
| Revenue Surprise | $155.0M vs $155.2M | -0.2% | $40.0M vs $40.2M | -0.5% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jul 17, 2026 | Gubin Moishe | director, officer: CEO | OP Units | A | 13,482 | — |
| Jun 30, 2026 | Lerman Ted | director | Common Stock | A | 125,000 | — |
| Jun 30, 2026 | Gubin Moishe | director, officer: CEO | Common Stock | A | 75,000 | — |
| Jun 30, 2026 | Blisko Michael | director | Common Stock | A | 75,000 | — |
| Jun 5, 2026 | Gubin Moishe | director, officer: CEO | OP Units | A | 114,504 | — |
Operator: [Operator Instructions] I would now like to hand the conference over to your speaker today, Jeffrey Bajtner, Chief Investment Officer. Jeffrey Bajtner: Thank you and welcome to Strawberry Fields REIT's Q2 2026 earnings call. I am the Chief Investment Officer, and joining me today on the call are Moishe Gubin, our Chairman and CEO, and Greg Flamion, our CFO. Yesterday evening, the company issued its Q2 2026 earnings results, which are available on the company's investor website. Participants should be aware that this call is being recorded and listeners are advised that any forward-looking statements made on today's call are based on management's current expectations, assumptions, and beliefs about Strawberry Fields REIT's business and the environment in which it operates. These statements may include projections regarding future financial dividends, acquisitions, investments, returns, financings, and may or may not reference other matters affecting the company's business or the businesses of its tenants, including factors that are beyond its control. Additionally, references will be made during this call to non-GAAP financial results. Investors are encouraged to review these non-GAAP financial measures as well as explanation and reconciliation of these measures to the comparable GAAP results included on the non-GAAP measure reconciliation pages at the back of our investor presentation. And now, on to discussing Strawberry Fields REIT and our Q2 2026 performance. I wanted to start by sharing some key highlights for the quarter. During the quarter, the company collected 100% of its contractual rents. On June 18th, the company closed on its corporate credit facility with availability up to $300 million. The credit facility is comprised of a $100 million term loan and a $200 million revolving line of credit, both having initial 3-year terms and two 1-year extension options. Proceeds from the credit facility were used to refinance existing secured bank debt, and the remainder will be available to support acquisition growth. The rate on the credit facility is SOFR plus 2.75%. On April 21st, the company entered into a contract for the acquisition of a hospital campus comprised of a licensed 60-bed hospital, licensed 99-bed skilled nursing facility, and ancillary medical office buildings near Kansas City, Missouri. The purchase price will be $10.4 million, and the company expects to fund the acquisition from the balance sheet. The hospital campus will be added to an existing master lease of a tenant in Missouri with annual base rents of $1.04 million and subject to 3% annual rent increases. The company expects to close on this acquisition during Q3. Deal-wise, we have been very busy looking at deals and existing in new states. After a little bit of a lull, beginning with the above-mentioned hospital, it seems that deals are starting to make sense again. And we are hopeful that Q4 is going to be a busy quarter closing some of these deals. …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Moishe Gubin | Founder, CEO & Chairman of the Board | USD 300,000 | Male | 1977 | Active |
Greg Flamion | Chief Financial Officer | USD 289,161 | Male | 1978 | Active |
Jeffrey Bajtner | Chief Operating Officer & Chief Investment Officer | USD 289,161 | Male | 1986 | Active |
David Gross | General Counsel | — | Male | — | Active |
Strawberry Fields REIT NYSEAMERICAN: STRW reported full contractual rent collection during the second quarter of 2026, while management said its acquisition pipeline has begun to improve following a slower and more volatile deal environment earlier in the year.
Strawberry Fields REIT, Inc. (STRW) Q2 2026 Earnings Call Transcript
Strawberry Fields REIT, Inc. (STRW) came out with quarterly funds from operations (FFO) of $0.32 per share, missing the Zacks Consensus Estimate of $0.34 per share. This compares to FFO of $1.52 per share a year ago.
SOUTH BEND, Ind., Aug. 06, 2026 (GLOBE NEWSWIRE) -- Strawberry Fields REIT, Inc. (NYSE AMERICAN: STRW) (the “Company”) today announced that its Board of Directors declared a cash dividend on its common stock in the amount of $0.17 per share (the “Dividend”). The Dividend will be payable in cash on September 30, 2026, to stockholders of record as of the close of business on September 16, 2026.
SOUTH BEND, Ind., Aug. 06, 2026 (GLOBE NEWSWIRE) -- Strawberry Fields REIT, Inc. (NYSE AMERICAN: STRW) (the “Company”) reported today its operating results for the quarter ended June 30, 2026.
