Realty Income Corp. (O) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

By Zacks Equity Research | November 03, 2025, 6:30 PM

Realty Income Corp. (O) reported $1.47 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 10.5%. EPS of $1.08 for the same period compares to $0.30 a year ago.

The reported revenue represents a surprise of +3.64% over the Zacks Consensus Estimate of $1.42 billion. With the consensus EPS estimate being $1.07, the EPS surprise was +0.93%.

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.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Realty Income Corp. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenue- Other: $84.05 million versus $72.51 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +40.6% change.
  • Revenue- Rental (including reimbursable): $1.39 billion versus $1.36 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +9.1% change.
  • Net Earnings Per Share (Diluted): $0.35 versus $0.35 estimated by three analysts on average.

View all Key Company Metrics for Realty Income Corp. here>>>

Shares of Realty Income Corp. have returned -4% over the past month versus the Zacks S&P 500 composite's +2.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with 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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