10-K · March 6, 2026
One Liberty Properties, Inc. reported strong growth in 2025, achieving total revenues of $97.2 million, up 7.4% from $90.6 million in 2024, supported primarily by increased rental income. However, the net income…
Earnings analysis · 10-Q
OLP earnings analysis
Filed May 6, 2026 · Our reading of the company's report
The latest report
One Liberty Properties, Inc. demonstrated impressive growth in Q1 2026, with total revenues climbing 17.0% year-over-year to $28.3 million, and diluted EPS of $0.28, an increase from $0.18 in Q1 2025. Management cited a…
Read full summary
One Liberty Properties, Inc. demonstrated impressive growth in Q1 2026, with total revenues climbing 17.0% year-over-year to $28.3 million, and diluted EPS of $0.28, an increase from $0.18 in Q1 2025. Management cited a strategic focus on industrial properties, contributing to an 11.6% rise in rental income, despite facing rising interest expenses.
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
- $0.28
What stood out
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Revenue Jumped 17% YoY
Total revenue reached $28.3 million, up from $24.2 million a year ago.
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Strong EPS Growth
Diluted EPS rose to $0.28, compared to $0.18 in Q1 2025.
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Significant Lease Termination Fees
Recognized $1.3 million from lease termination fees during the quarter.
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Impressive Occupancy Rate
Occupancy stood at approximately 98.8% across 111 properties.
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Improved Funds from Operations
FFO showed a year-on-year increase of 14.1% to $10.9 million.
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Growth in Acquired Properties Income
Income from recent acquisitions increased substantially, contributing $5.1 million.
What to watch
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Rising Interest Expenses
Interest expense rose to $6.96 million, a notable increase of 28.1% from Q1 2025.
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Vacancies at Retail Properties
Reported 75% vacancy at the St. Louis Park property, posing a risk to cash flow.
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Dependence on Tenant Payments
Risks associated with tenant defaults and their ability to meet lease obligations.
Management's outlook
Management indicated ongoing focus on industrial acquisitions and expects stable rental income from existing properties, but no specific numeric guidance was provided.
Earlier filings 4
10-Q · November 6, 2025
One Liberty Properties, Inc. reported Q3 2025 results showing robust EPS growth to $0.46, outperforming expectations by 44%. However, revenue of $23.7 million was below the forecasted $24.2 million, representing a 7%…
10-Q · August 6, 2025
One Liberty Properties, Inc. reported Q2 2025 earnings with a revenue of $24.5 million, exceeding previous quarter revenues and reflecting a 12.6% growth year-over-year. The company delivered a diluted EPS of $0.39,…
10-Q · May 6, 2025
One Liberty Properties, Inc. reported improved financial performance for Q1 2025, achieving revenues of $24.2 million, a 6.5% increase from $22.7 million in Q1 2024. However, diluted EPS declined to $0.18 from $0.23…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.