Industry top-down
REIT - Specialty
Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.
AI industry top-down
The REIT - Specialty sector generally shows mixed trends. Revenue increased by 4.66% on a median basis, with many companies demonstrating positive growth. Notably, data center-related REITs recorded robust revenue growth. However, EPS varied significantly by company; while some companies achieved high growth, a number of major companies experienced a substantial year-over-year decline. This indicates a complex dynamic, where strength in specific segments coexists with weakness in others.
- Majority of companies' revenue increased year-over-year (median 4.66%)
- Data Center REITs maintained solid revenue growth
- Many companies recorded a year-over-year decrease in EPS
- Some companies saw a significant increase in EPS despite revenue decline
AI synthesis of disclosed results and analyst research across these companies — not investment advice.
Companies — latest quarter
| Company | Period | Revenue | Rev YoY | EPS | EPS YoY | Surprise |
|---|---|---|---|---|---|---|
| EQIXEQUINIX INC | FY2026 Q1 | $2.23B | 0.0% | $3.50 | +44.0% | — |
| AMTAMERICAN TOWER CORP /MA/ | FY2026 Q1 | $226M | +30.6% | $1.04 | -46.9% | — |
| DLRDIGITAL REALTY TRUST, INC. | FY2026 Q1 | $1.41B | +5.7% | $0.27 | -67.1% | — |
| CCICROWN CASTLE INC. | FY2026 Q1 | $50M | +8.7% | $-1.07 | — | — |
| IRMIRON MOUNTAIN INC | FY2026 Q1 | $1.59B | +7.8% | $0.05 | -80.0% | — |
| GLPIGaming & Leisure Properties, Inc. | FY2026 Q1 | $395.24M | +5.1% | $0.60 | -6.3% | — |
| OUTOUTFRONT Media Inc. | FY2026 Q1 | $390.7M | -4.4% | $-0.14 | — | — |
| EPREPR PROPERTIES | FY2026 Q1 | $175.03M | +4.7% | $0.78 | +4.0% | — |
| FPIFarmland Partners Inc. | FY2026 Q1 | $10.25M | -14.5% | $0.03 | +200.0% | — |
| LANDGLADSTONE LAND Corp | FY2026 Q1 | $0 | -100.0% | $0.25 | +19.0% | — |
| NLCPNewLake Capital Partners, Inc. | FY2026 Q1 | $13.21M | +4.8% | $0.31 | -6.1% | — |
| PWPower REIT | FY2026 Q1 | $485.79K | -9.1% | $-0.47 | — | — |
| LANDOGLADSTONE LAND Corp | FY2026 Q1 | $0 | -100.0% | $0.25 | +19.0% | — |
| EPR-PCEPR PROPERTIES | FY2026 Q1 | $175.03M | +4.7% | $0.78 | +4.0% | — |
| DLR-PLDIGITAL REALTY TRUST, INC. | FY2026 Q1 | $1.41B | +5.7% | $0.27 | -67.1% | — |
| EPR-PGEPR PROPERTIES | FY2026 Q1 | $175.03M | +4.7% | $0.78 | +4.0% | — |
| EPR-PEEPR PROPERTIES | FY2026 Q1 | $175.03M | +4.7% | $0.78 | +4.0% | — |
| DLR-PKDIGITAL REALTY TRUST, INC. | FY2026 Q1 | $1.41B | +5.7% | $0.27 | -67.1% | — |
| DLR-PJDIGITAL REALTY TRUST, INC. | FY2026 Q1 | $1.41B | +5.7% | $0.27 | -67.1% | — |
| LANDPGLADSTONE LAND Corp | FY2026 Q1 | $0 | -100.0% | $0.25 | +19.0% | — |
YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).