Agree Realty (ADC) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

By Zacks Equity Research | October 21, 2025, 6:30 PM

Agree Realty (ADC) reported $183.22 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 18.7%. EPS of $1.10 for the same period compares to $0.42 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $179.46 million, representing a surprise of +2.1%. The company delivered an EPS surprise of +1.85%, with the consensus EPS estimate being $1.08.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Agree Realty performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenues- Rental income: $183.19 million compared to the $171.45 million average estimate based on two analysts. The reported number represents a change of +18.7% year over year.
  • Revenues- Rental income- Operating cost reimbursement: $19.84 million versus $18.2 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +23.2% change.
  • Net Earnings Per Share (Diluted): $0.45 versus the four-analyst average estimate of $0.45.

View all Key Company Metrics for Agree Realty here>>>

Shares of Agree Realty have returned +6.9% over the past month versus the Zacks S&P 500 composite's +1.2% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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