Community Healthcare Trust Inc (CHCT) · Nov 3, 2026 · Earnings

CHCT earnings beat revenue estimates as FFO rises, FAD falls

Beat — Revenue $32.44M vs ~$31.26M consensus; EPS $0.09 vs ~$0.09 consensus

Community Healthcare Trust earnings beat revenue expectations while occupancy and FFO improved. But lower FAD and flat dividends temper the turnaround.

Community Healthcare Trust is in the early execution phase of a turnaround: after cutting its dividend in August 2026, it is trying to lift occupancy, recycle weaker properties, and redeploy capital into higher-yielding healthcare real estate. The strategic plan called for reaching 92% occupancy, marketing more than $70 million of dispositions, and advancing a $99 million acquisition pipeline with roughly 9%-10% expected yields.

The quarter cleared the published earnings bar mainly through revenue, not a dramatic profit surprise. Revenue reached $32.44 million versus roughly $31.26 million expected, while reported EPS of $0.09 was essentially in line with the approximately $0.09 consensus. That makes this a modest beat rather than a wholesale reset of the earnings story.

Metric	3Q 2026	2Q 2026	3Q 2025	Consensus
Revenue ($000s) (Statements of Operations)	$32,443 (+3.9%)	31,224	31,086	31,260
FFO/share (Reconciliation of Non-GAAP Measures)	$0.54 (+8.0%)	0.48	0.50
AFFO/share (Reconciliation of Non-GAAP Measures)	$0.58 (+3.6%)	0.56	0.56
FAD ($000s) (Supplemental Information)	$11,786 (-9.3%)	12,994	11,863
Leased occupancy (Portfolio Statistics)	90.1%	89.8%
General and administrative ($000s) (Statements of Operations)	$4,191 (-14.3%)	4,890	4,658

The operating indicators are moving in the intended direction. Occupancy rose to 90.1% from 89.8%, revenue increased $1.2 million sequentially, and FFO per share reached $0.54 from $0.48 in the second quarter. The cost improvement is also meaningful, with general and administrative expense down $0.7 million sequentially.

The quality of the improvement is less clean because distributable cash declined. FAD fell to $11.8 million from $13.0 million sequentially and was slightly below the prior-year $11.9 million, reflecting heavier leasing commissions, tenant improvements, and recurring capital spending. AFFO rose, but the decline in FAD means the quarter did not improve the near-term cash cushion as much as the FFO headline suggests.

Capital recycling is progressing, but the growth plan still depends on future closings. CHCT completed $32.3 million of dispositions during the quarter and sold two more properties after quarter-end for $31.5 million of net proceeds. The company still has four properties under contract for approximately $99 million, but those acquisitions depend on construction, occupancy, and closing timing.

The dividend is stable after the August reset, not newly strengthened. The quarterly dividend remains $0.33 per share, so the company preserved the lower payout intended to fund reinvestment rather than raising the distribution alongside the better quarter. 〔0〕

Bottom line: This is a modestly encouraging execution quarter: revenue, occupancy, FFO, and overhead improved versus the second quarter, and revenue beat expectations. But falling FAD and reliance on future acquisition closings mean the turnaround is advancing incrementally, not yet proven at scale.

What to watch next

First pipeline acquisition expected in Q4 2026

Original filing on SEC EDGAR

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AllSight · BlackBerry Q2 FY27

Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
FY27 guide lifted to $616–636M rev / $141–158M EBITDA, above the prior $594–621M / $119–139M framework.Guidance
QNX growth, margins, cash and a raised outlook all beat. But licensing amplified it and Secure Comms is flat — net retention 91% from 93%.Segment — Secure Comms

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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

Community sentiment · 612 votes

58% bullish

Bull 58%Neu 27%Bear 15%

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CHCT earnings beat revenue estimates as FFO rises, FAD falls

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