Short answer
Realty Income (O) filed its Q1 2026 10-Q quarterly report on May 7, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $1.5B (up 12.2% year over year) with net income of $312M.
Q1 2026 key financials · XBRL
- Revenue
- $1.5B
- +12.2% YoY
- Net income
- $312M
- +24.8% YoY
- EPS (diluted)
- $0.33
- +17.9% YoY
Source: XBRL data from the Realty Income (O) Q1 2026 10-Q on SEC EDGAR. USD.
Realty Income Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Total revenue $1.549B, up $168.2M YoY from $1.381B, driven by rental and loan income
- Net income $320.9M; AFFO $1.13/share vs $1.06, up 6.6% YoY
- Best portfolio category retail: $4.126B annualized base rent, 78.9%; industrial: $808.3M, 15.5%
- Investments $2.8B, including 194 properties; dispositions $188.0M from 97 properties
- Management cited inflation, financing costs, capital-market volatility, trade-policy changes, and client operating pressures as near-term headwinds
Risk Factors
- No material changes to risk factors disclosed in the December 31, 2025 Form 10-K
- Carried-forward business risks remain applicable to Realty Income’s operations
- Carried-forward financial-condition risks remain applicable
- Carried-forward results-of-operations risks remain applicable
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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