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Global Net Lease Earnings Calls
| Release date | May 05, 2026 |
| EPS estimate | $0.100 |
| EPS actual | -$0.0900 |
| EPS Surprise | -190.00% |
| Revenue estimate | 112.372M |
| Revenue actual | 109.286M |
| Revenue Surprise | -2.75% |
| Release date | Feb 25, 2026 |
| EPS estimate | -$0.155 |
| EPS actual | $0.160 |
| EPS Surprise | 203.23% |
| Revenue estimate | 120.09M |
| Revenue actual | 116.953M |
| Revenue Surprise | -2.61% |
| Release date | Nov 05, 2025 |
| EPS estimate | -$0.0700 |
| EPS actual | -$0.272 |
| EPS Surprise | -288.79% |
| Revenue estimate | 120.169M |
| Revenue actual | 121.013M |
| Revenue Surprise | 0.703% |
| Release date | Aug 08, 2025 |
| EPS estimate | -$0.110 |
| EPS actual | -$0.108 |
| EPS Surprise | 1.56% |
| Revenue estimate | 119.197M |
| Revenue actual | 124.905M |
| Revenue Surprise | 4.79% |
Last 4 Quarters for Global Net Lease
Below you can see how GNL-PD performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 08, 2025 |
| Price on release | $23.23 |
| EPS estimate | -$0.110 |
| EPS actual | -$0.108 |
| EPS surprise | 1.56% |
| Date | Price |
|---|---|
| Aug 04, 2025 | $23.17 |
| Aug 05, 2025 | $23.24 |
| Aug 06, 2025 | $23.22 |
| Aug 07, 2025 | $23.20 |
| Aug 08, 2025 | $23.23 |
| Aug 11, 2025 | $23.40 |
| Aug 12, 2025 | $23.32 |
| Aug 13, 2025 | $23.47 |
| Aug 14, 2025 | $23.36 |
| 4 days before | 0.259% |
| 4 days after | 0.560% |
| On release day | 0.732% |
| Change in period | 0.82% |
| Release date | Nov 05, 2025 |
| Price on release | $24.18 |
| EPS estimate | -$0.0700 |
| EPS actual | -$0.272 |
| EPS surprise | -288.79% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $24.50 |
| Oct 31, 2025 | $24.12 |
| Nov 03, 2025 | $24.05 |
| Nov 04, 2025 | $23.89 |
| Nov 05, 2025 | $24.18 |
| Nov 06, 2025 | $24.29 |
| Nov 07, 2025 | $24.42 |
| Nov 10, 2025 | $24.27 |
| Nov 11, 2025 | $24.50 |
| 4 days before | -1.31% |
| 4 days after | 1.32% |
| On release day | 0.455% |
| Change in period | 0% |
| Release date | Feb 25, 2026 |
| Price on release | $24.35 |
| EPS estimate | -$0.155 |
| EPS actual | $0.160 |
| EPS surprise | 203.23% |
| Date | Price |
|---|---|
| Feb 19, 2026 | $24.50 |
| Feb 20, 2026 | $24.64 |
| Feb 23, 2026 | $24.19 |
| Feb 24, 2026 | $24.47 |
| Feb 25, 2026 | $24.35 |
| Feb 26, 2026 | $24.43 |
| Feb 27, 2026 | $24.41 |
| Mar 02, 2026 | $24.40 |
| Mar 03, 2026 | $24.32 |
| 4 days before | -0.633% |
| 4 days after | -0.123% |
| On release day | 0.349% |
| Change in period | -0.755% |
| Release date | May 05, 2026 |
| Price on release | $23.56 |
| EPS estimate | $0.100 |
| EPS actual | -$0.0900 |
| EPS surprise | -190.00% |
| Date | Price |
|---|---|
| Apr 29, 2026 | $23.35 |
| Apr 30, 2026 | $23.22 |
| May 01, 2026 | $23.55 |
| May 04, 2026 | $23.65 |
| May 05, 2026 | $23.56 |
| May 06, 2026 | $23.60 |
| May 07, 2026 | $23.69 |
| May 08, 2026 | $23.76 |
| May 11, 2026 | $23.76 |
| 4 days before | 0.90% |
| 4 days after | 0.85% |
| On release day | 0.170% |
| Change in period | 1.76% |
Global Net Lease Earnings Call Transcript Summary of Q1 2026
Global Net Lease (GNL) reported Q1 2026 results and outlined a strategic shift focused on recycling capital into higher-quality industrial and retail net-lease assets. The company announced an all-stock acquisition of Motive Industrial (~$535M of assets) expected to close in Q3 2026; the deal is structured to be leverage-neutral, immediately accretive (~4% AFFO per share) and to deliver ~ $6M+ of G&A synergies. Pro forma, the acquisition increases industrial exposure to ~50%, reduces office concentration (to ~24%), and extends weighted average lease term (WALT) from 5.9 to 6.7 years. Q1 operating highlights: revenue $109.3M, AFFO $43.9M ($0.21/sh), portfolio occupancy 97% (office 99%), 64% of tenants investment grade, executed 141k+ sq ft of leases with ~5.1% renewal spreads. Balance sheet progress: gross debt down to $2.6B (99% fixed or swapped), weighted average interest ~4.1%, net debt/Adjusted EBITDA 7.2x (timing-driven; reaffirmed 2026 guidance 6.5x–6.9x), liquidity ~$911M plus $1.5B revolver capacity. Capital allocation: 19.7M shares repurchased ($158.2M) to date under the $300M program; management continues opportunistic buybacks alongside selective dispositions and accretive acquisitions. Management reaffirmed full-year AFFO/sh guidance of $0.80–$0.84 (excluding Motive benefits until close).
