ADC Earnings
Agree Realty Corp
$
72.000
- Overview
- Forecast
- Valuation
- Earnings
Earning Analysis
Welcome to our in-depth analysis of Agree Realty Corp(ADC) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Agree Realty Corp earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q2 | 2025-07-31 | After Hours | 1.03 | 1.06 | +2.91 | 173.07M | 175.53M | +1.42 | +2.83 | +2.76 |
| FY2024Q4 | 2025-02-11 | After Hours | 1.03 | 1.04 | +0.97 | 158.72M | 160.73M | +1.27 | -1.65 | -1.75 |
| FY2024Q3 | 2024-10-22 | After Hours | 1.03 | 1.03 | - | 153.87M | 154.33M | +0.30 | +2.09 | -1.64 |
| FY2024Q2 | 2024-07-23 | - | 1.03 | 1.04 | +0.97 | 151.18M | 152.58M | +0.92 | +0.57 | +4.16 |
| FY2024Q1 | 2024-04-23 | - | 1.01 | 1.03 | +1.98 | 148.36M | 149.45M | +0.74 | +1.16 | +1.97 |
| FY2023Q3 | 2023-10-24 | - | 0.98 | 1.00 | +2.04 | 134.97M | 136.81M | +1.37 | +0.94 | +1.96 |
| - | 2023-05-04 | - | 0.96 | 0.98 | +2.08 | - | - | - | +1.49 | +1.34 |
| - | 2022-08-02 | - | 0.96 | 0.98 | +2.08 | - | - | - | -0.87 | -1.39 |
| - | 2022-05-03 | - | 0.94 | 0.97 | +3.19 | - | - | - | +2.03 | +1.22 |
| - | 2022-02-22 | - | 0.92 | 0.91 | -1.09 | - | - | - | -0.50 | +1.21 |
ADC Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Agree Realty Corp reported performance for FY2025Q2, announced on 2025-07-31. The company achieved an EPS of 1.06, compared to analyst estimates of 1.03 by 2.91% . Revenue for the quarter reached 175.53M compared to expectations of 173.07M by 1.42% .
The stock price reacted with a 2.83% one-day change and a 2.76% five-day change following the earnings release. These movements reflect market reaction in Agree Realty Corp growth trajectory and strategic initiatives.
ADC Earnings Forecast
Looking ahead, Agree Realty Corp(ADC) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q3 project quarter revenue of 182.46M and an EPS of .
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 1.06%, while EPS estimates have been Revise Upward by 1.6%. For the upcoming , revenue estimates have been adjusted Go Down by -0.58% . These revisions correlate with a % change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Agree Realty Corp long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between ADC's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
+1.06%
In Past 3 Month
Revenue Estimates for Q3 2025
Revise Upward
+1.6%
In Past 3 Month
Stock Price
Go Down
-0.58%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:716.18M
--
EPS Estimate-Annual FY 2025:0
—
Stock Price72.00
ADC Revenue and EPS Performance: A Historical Perspective
Agree Realty Corp revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q2 (2025-07-31,After Hours):
EPS: 1.06 (Actual) vs.1.03 (Estimate) (2.91%)
Revenue: 175.53M (Actual) vs. 173.07M (Estimate) (1.42%)
Price Reaction: 2.83%(1-Day), 2.76%(5-Day)
FY2024Q4 (2025-02-11,After Hours):
EPS: 1.04 (Actual) vs.1.03 (Estimate) (0.97%)
Revenue: 160.73M (Actual) vs. 158.72M (Estimate) (1.27%)
Price Reaction: -1.65%(1-Day), -1.75%(5-Day)
FY2024Q3 (2024-10-22,After Hours):
EPS: 1.03 (Actual) vs.1.03 (Estimate) (0.00%)
Revenue: 154.33M (Actual) vs. 153.87M (Estimate) (0.30%)
Price Reaction: 2.09%(1-Day), -1.64%(5-Day)
Earnings Reaction
The chart below shows how ADC performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ADC sees a -0.43% change in stock price 10 days leading up to the earnings, and a +1.95% change 10 days following the report. On the earnings day itself, the stock moves by +0.30%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in JUN/2025, the stock changed 2.83% on the day following the earnings release and then changed by 0.42% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Agree Realty Corp (ADC) Q2 2025 Earnings Call Summary
Positive
2025-08-01
The earnings call summary and Q&A indicate a positive outlook. The company has increased its investment guidance and AFFO per share guidance, showing confidence in future growth. The strategic focus on necessity-based retailers and strong development projects further supports this. Despite consumer sentiment deterioration, the company benefits from its durable goods focus. The dividend increase and strong debt metrics add to the positive sentiment. The Q&A did highlight some uncertainties, but overall, the strategic growth plans and financial health suggest a positive stock price movement.
Agree Realty Corp (ADC) Q1 2025 Earnings Call Summary
Neutral
2025-04-24
The earnings call reveals stable financial performance with a slight increase in AFFO per share and a raised investment guidance, which are positive indicators. However, the lack of share repurchase, unclear responses in the Q&A, and no significant new partnerships or strategic shifts lead to a neutral sentiment. The absence of negative trends or risks suggests limited downside, but the lack of strong positive catalysts or strategic insights keeps the outlook from being more optimistic.
Agree Realty Corporation (ADC) Q3 2024 Earnings Call Summary
Positive
2024-10-23
The earnings call summary highlights strong financial performance, including a high occupancy rate, increased dividends, and a healthy balance sheet. The Q&A section reveals management's confidence in future growth and risk mitigation strategies. Although construction costs are a concern, the overall sentiment is positive due to increased investment activity, low debt exposure, and strong investment-grade exposure. The positive guidance and strategic positioning suggest a positive stock price movement.
Agree Realty Corporation (ADC) Q2 2024 Earnings Call Summary
Positive
2024-07-24
The earnings call summary shows strong financial performance with a 5.7% increase in Core FFO and a 6.4% increase in AFFO per share. The acquisition guidance was raised, indicating growth prospects. The Q&A session revealed no major concerns, with management expressing confidence in their strategies. The dividend increase and strong free cash flow are positive indicators. Despite some concerns about low-end consumer pressure, overall, the financial health and strategic direction suggest a positive stock price movement in the short term.
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FAQ
What were the key highlights of ADC’s latest earnings report for FY2025Q2?
ADC reported its FY2025Q2 earnings on 2025-07-31, showcasing a revenue of 175.53M against an estimate of 173.07M, resulting in a 1.42% surprise. The EPS was 1.06, surpassing the expected 1.03 by 2.91% . The stock experienced a 2.83% price change on the earnings day and a 2.76% change over the next five days, reflecting market reactions to the results.
How did ADC’s stock price react after the FY2025Q2 earnings release?
What are the revenue and EPS estimates for ADC for 2025/Q3?
How does ADC’s stock price correlate with earnings forecast revisions?
What should investors expect from ADC’s next earnings report?