Dividend darling Realty Income reports Q2 earnings

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Dividend darling Realty Income’s Q2 revenue beats expectations

8/6/25 4:41PM

Real estate investment trust Realty Income reported Q2 numbers Wednesday shortly after the close of trading.

The company, which owns and rents roughly 16,000 free-standing, single-tenant commercial properties throughout the US, the UK, and Europe, reported:

Adjusted funds from operations per share of $1.05 vs. Wall Street expectations of $1.06. (Funds from operations is a commonly used cash-flow metric in the world of REITs.)
Q2 sales of $1.41 billion vs. an expected $1.33 billion.
Full-year guidance of $4.24 to $4.28 for adjusted funds from operations per share, vs. previous guidance of $4.22 to $4.28 per share.

With stocks at record highs and valuations at nosebleed levels, dividend plays like Realty Income might seem like a slightly sleepy investment option. But the total return on Realty Income — which incorporates dividend payouts and the price appreciation of the stock — actually compares pretty favorably to the S&P 500 this year. See this chart:

That’s largely because Realty Income didn’t suffer anywhere near as much as the broader index did during the sharp, tariff-related sell-off that pushed stocks to the brink of a bear market in April.

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Nike sinks to lowest level since 2014 after warning of “challenged” sales environment in Q4 report

Did Nike do it?

Investors had a mixed reaction after the global sports apparel company reported its fourth quarter earnings on Tuesday after the bell. Shares initially rose 5% as Nike beat out Wall Street expectations amid a hefty tariff refund bonus. However, the stock then sank to its lowest level since August 2014 in postmarket trading.

Here are the Q4 numbers:

Revenue of $11.0 billion (estimate: $10.8 billion).
Adjusted earnings per share of $0.20 (estimate: $0.12).

Ahead of this report, Nike warned that results would be flattered by a one-time tariff refund (now estimated at roughly $0.52 per share for the bottom line). That gave the company an extra cushion in snapping its streak of seven quarters of year-over-year profit declines.

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Dividend darling Realty Income’s Q2 revenue beats expectations

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