10-Q · July 23, 2026
Getty Realty delivered Q2 revenue of $59.051 million, up 10.9% year over year and 1.7% sequentially, while GAAP diluted EPS rose to $0.36 from $0.24 and AFFO per share reached $0.62. Operating margin expanded sharply…
Earnings analysis · 10-Q
GTY earnings analysis
Filed October 22, 2026 · Our reading of the company's report
The latest report
Getty reported Q3 revenue of $62.99 million and EPS of $0.64, both above the provided consensus estimates of $59.92 million and $0.61, respectively. Revenue and per-share earnings also increased versus Q2 2026 and Q3…
Read full summary
Getty reported Q3 revenue of $62.99 million and EPS of $0.64, both above the provided consensus estimates of $59.92 million and $0.61, respectively. Revenue and per-share earnings also increased versus Q2 2026 and Q3 2025. The principal quantified filing risk is floating-rate debt: $200.0 million was outstanding under the Credit Facility, with a 1.0% rate increase estimated to reduce 2026 net income and cash flows by approximately $0.5 million. Gross margin, operating margin, free cash flow, segment results, and balance-sheet detail were not present in the extracted filing text.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0.64
What stood out
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Revenue accelerated in Q3
Q3 revenue was $62.99 million, up from $59 million in Q2 2026 and $55 million in Q3 2025, indicating both sequential and year-over-year growth.
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Per-share earnings improved
Reported Q3 EPS was $0.64, compared with $0.36 in Q2 2026 and $0.40 in Q3 2025.
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Credit facility exposure disclosed
The company had $200.0 million outstanding under its Credit Facility as of September 30, 2026, providing a specific measure of current borrowing exposure.
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Interest-rate sensitivity quantified
Management stated that a 1.0% increase in market interest rates would reduce 2026 net income and cash flows by approximately $0.5 million.
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No control deficiencies reported
Disclosure controls and procedures were deemed effective as of September 30, 2026, and management reported no changes in internal control over financial reporting that materially affected, or were reasonably likely to materially affect, those controls.
What to watch
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Floating-rate debt creates earnings risk
The Credit Facility had $200.0 million of outstanding borrowings at September 30, 2026, and a 1.0% increase in market interest rates would reduce 2026 net income and cash flows by approximately $0.5 million. The facility's floating-rate pricing includes SOFR plus a 0.10% adjustment and a 1.30%-1.90% margin.
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No new risk-factor changes disclosed
The filing states there were no material changes to previously disclosed risk factors, but the quantified exposure remains material: $200.0 million of Credit Facility borrowings and approximately $0.5 million of estimated 2026 cash-flow impact from a 1.0% rate increase.
Management's outlook
The extracted 10-Q does not provide quantitative revenue or EPS guidance. The prior October 21, 2026 earnings release reported FY2026 AFFO-per-share guidance of $2.53-$2.54, raised from $2.52-$2.54, but that guidance is not presented in the extracted filing text.
Earlier filings 4
10-Q · April 23, 2026
Getty Realty reported Q1 2026 total revenues of $57,844,000 (up $5,684,000 or ~11.2% year-over-year) and generated net earnings of $26,629,000, or $0.43 per diluted share. AFFO was $38,981,000 (AFFO/diluted $0.63),…
10-K · February 12, 2026
Getty Realty (GTY) positions itself as a specialist net-lease REIT focused on convenience, automotive and other single-tenant retail properties, pursuing growth via acquisitions, development funding advances and…
10-Q · April 24, 2025
Getty Realty reported Q1 2025 total revenues of $52,330,000, up from $48,970,000 in Q1 2024 (+$3.36M, +6.9%), but diluted EPS fell to $0.25 from $0.30 a year ago. Operating income was $26,424,000 (operating margin…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.