Discontinued — last reported Q4 '25
Retail — Revenue
Realty Income Retail — Revenue increased by 1.2% to $1.12B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 9.1%, from $1.02B to $1.12B. Over 4 years (FY 2021 to FY 2025), Retail — Revenue shows an upward trend with a 26.1% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
An increase indicates successful portfolio expansion, higher occupancy rates, or effective rent escalations within the retail segment, while a decrease may signal tenant turnover, property dispositions, or market-wide retail contraction.
Detailed definition
This metric represents the total gross income generated specifically from the company's retail-focused real estate portf...
Peer comparison
Comparable to 'Retail Rental Revenue' or 'Segment Revenue' reported by other net-lease REITs or retail-focused real estate investment trusts.
o_segment_retail_revenuesHistorical Data
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $427.45M | $427.45M | $427.45M | $682.53M | $682.53M | $682.53M | $682.53M | $798.40M | $798.40M | $798.40M | $798.40M | $959.40M | $1.02B | $1.01B | $1.02B | $1.04B | $1.06B | $1.10B | $1.12B |
| QoQ Change | — | +0.0% | +0.0% | +59.7% | +0.0% | +0.0% | +0.0% | +17.0% | +0.0% | +0.0% | +0.0% | +20.2% | +6.1% | -1.0% | +1.6% | +1.7% | +1.9% | +4.1% | +1.2% |
| YoY Change | — | — | — | — | +59.7% | +59.7% | +59.7% | +17.0% | +17.0% | +17.0% | +17.0% | +20.2% | +27.5% | +26.3% | +28.3% | +8.6% | +4.2% | +9.6% | +9.1% |
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Frequently Asked Questions
- What is Realty Income's retail — revenue?
- Realty Income (O) reported retail — revenue of $1.12B in Q4 2025.
- How has Realty Income's retail — revenue changed year-over-year?
- Realty Income's retail — revenue increased by 9.1% year-over-year, from $1.02B to $1.12B.
- What is the long-term trend for Realty Income's retail — revenue?
- Over 4 years (2021 to 2025), Realty Income's retail — revenue has grown at a 26.1% compound annual growth rate (CAGR), from $1.71B to $4.33B.
- What does retail — revenue mean?
- The total rental income earned from the company's retail property segment.