Filing Flows › Agree Realty (ADC) › Guidance history
Agree Realty (ADC) guidance history: what it guided and what it reported
Agree Realty gave guidance in 12 earnings releases on file since Feb 13, 2024. Its releases raised guidance 9 times and lowered it once.
Net income
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $400M (Oct 20, 2026) | — | to be reported | — |
| Q4 2025 | $32.0M (Feb 11, 2025) | — | — | — |
| FY2024 | $600M (Apr 23, 2024) → lowered $58.9M (Oct 22, 2024) | — | — | — |
EBITDA
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $3.3B (Feb 10, 2026) → raised $3.7B (Apr 21, 2026) → raised $3.8B (Jul 30, 2026) → lowered $3.7B (Oct 20, 2026) | — | to be reported | — |
| FY2025 | $2.8B (Feb 11, 2025) → raised $3.0B (Apr 22, 2025) → raised $3.2B (Jul 31, 2025) → raised $3.4B (Oct 21, 2025) | — | — | — |
| FY2024 | $2.4B (Feb 13, 2024) → raised $2.5B (Apr 23, 2024) → raised $2.7B (Jul 23, 2024) → reaffirmed $2.7B (Oct 22, 2024) | — | — | — |
FFO per share
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $4.54–$4.58 (Feb 10, 2026) → lowered −$1.00 (Apr 21, 2026) → raised $4.57–$4.59 (Jul 30, 2026) → reaffirmed $4.58–$4.59 (Oct 20, 2026) | — | to be reported | — |
| FY2025 | $4.26–$4.30 (Feb 11, 2025) → reaffirmed $4.27–$4.30 (Apr 22, 2025) → raised $4.29–$4.32 (Jul 31, 2025) → raised $4.31–$4.33 (Oct 21, 2025) | — | — | — |
| FY2024 | $4.10–$4.13 (Apr 23, 2024) → raised $4.11–$4.14 (Jul 23, 2024) → reaffirmed $4.12–$4.14 (Oct 22, 2024) | — | — | — |
The latest quarter
Agree Realty, Q3 2026: revenue $214M (+17% year over year), operating margin 51.2%, net earnings $68.5M, operating cash flow $185M. The chart follows the revenue to costs, profit and cash.
Questions
Does Agree Realty beat its guidance?
Agree Realty gave guidance in 12 earnings releases on file since Feb 13, 2024. Its releases raised guidance 9 times and lowered it once.
How often does Agree Realty raise guidance?
Its earnings releases raised guidance 9 times and lowered it once since Feb 13, 2024.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.