Postal Realty Trust, Inc. (PSTL) · Nov 3, 2026 · Earnings

Postal Realty earnings raise AFFO and acquisition targets again

Guidance raised — AFFO $1.42-$1.44 vs. $1.41-$1.43 prior; acquisitions $185M-$200M vs. $150M-$160M

Postal Realty’s earnings raise 2026 AFFO and acquisition guidance again, reinforcing its USPS-property growth strategy while equity funding expands.

Postal Realty is a USPS-focused REIT scaling a portfolio of more than 2,400 properties through acquisitions, funded by equity issuance and expanded borrowing capacity. Before this report, management had already raised 2026 AFFO guidance to $1.41-$1.43 per share and acquisition guidance to $150 million-$160 million, so the growth direction was established; this filing raises the magnitude again.

The main change is a second consecutive guidance raise. 2026 AFFO per diluted share is now $1.42-$1.44, up from $1.41-$1.43, while acquisition volume rises to $185 million-$200 million from $150 million-$160 million. Same-store Cash NOI growth remains 6.0%-7.0% and cash G&A remains $11.5 million-$12.5 million, so the upgrade is coming primarily from faster external growth rather than a better underlying same-store forecast.

Metric	Q3 2026	Q3 2025	Prior guidance
Total revenues (Income Statement)	$30.3M (+24.5%)	$24.3M
Net income to common stockholders (Income Statement)	$5.6M (+47.1%)	$3.8M
AFFO per diluted share (AFFO reconciliation)	$0.36
2026 AFFO per diluted share (Guidance)	$1.42-$1.44		$1.41-$1.43
2026 acquisition volume (Guidance)	$185M-$200M		$150M-$160M

Execution is supporting the higher target. The company acquired 145 USPS-leased last-mile and flex properties for $82.0 million during the quarter at an approximately 6.9% cash capitalization rate. Revenue rose 24.5% year over year, while net income attributable to common stockholders increased 47.1%; that is consistent with a platform still growing faster through property additions than through same-store operations alone.

The balance sheet gives management room to keep buying, but growth is equity-dependent. Net debt was approximately $387 million, 93% of debt was fixed or hedged, and $264.0 million of the revolver remained undrawn. The company also raised $72.2 million through ATM and forward equity sales during the quarter, with another $82.5 million of unsettled forward equity as of November 3. That capital supports the acquisition target, but it also means the higher AFFO outlook is being delivered alongside a materially larger share base rather than purely through internally generated cash.

This strengthens the existing story rather than rewriting it. The filing confirms that Postal Realty can continue scaling its USPS property base and has lifted the ceiling on that strategy, but same-store growth and cost guidance are unchanged and the funding model remains reliant on equity markets.

Bottom line: Postal Realty is executing ahead of its previous growth plan, with the acquisition target providing the clearest upgrade. It is a meaningful positive step for the business, though not a fundamental change in the strategy or operating model.

What to watch next

Q3 earnings call, November 4

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

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Postal Realty earnings raise AFFO and acquisition targets again

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