Safehold (SAFE) Reports Q4 Earnings: What Key Metrics Have to Say

By Zacks Equity Research | February 11, 2026, 6:30 PM

Safehold (SAFE) reported $97.87 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 6.5%. EPS of $0.42 for the same period compares to $0.36 a year ago.

The reported revenue represents a surprise of +0.03% over the Zacks Consensus Estimate of $97.84 million. With the consensus EPS estimate being $0.42, the EPS surprise was -0.78%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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 Safehold performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenues- Operating lease income: $16.99 million versus the two-analyst average estimate of $16.9 million. The reported number represents a year-over-year change of +1.6%.
  • Revenues- Other income: $4.44 million versus $4.15 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +8.4% change.
  • Revenues- Interest income from sales-type leases: $73.34 million compared to the $75.64 million average estimate based on two analysts. The reported number represents a change of +6.8% year over year.
  • Net income (Loss) per share- Diluted: $0.39 versus $0.43 estimated by two analysts on average.

View all Key Company Metrics for Safehold here>>>

Shares of Safehold have returned +5.7% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #1 (Strong 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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