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Realty Income O Industrial — Rental (including reimbursements)

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$1.11B+5.1%

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Other financials

Income statement

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Revenue$1.5B+9.7%
Net income$370.5M+86.2%
EPS (diluted)$0.37+68.2%

Balance sheet

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Cash & equivalents$552.6M-31.0%
Total debt$528.5M+1.2%
Total equity$39.5B+1.0%
Total assets$76.4B+7.0%

Cash flow

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Operating cash flow$1.1B+8.0%
CapEx$57.2M+118%
Free cash flow$1.1B+5.2%

Valuation

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Market cap$59.15B+12.7%
Enterprise value$59.12B+13.3%
P/E45.4×-11.7×
P/S9.8×+0.2×

Profitability

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Net margin21.5%+4.7pp
FCF margin66.1%+1.2pp

Returns & leverage

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Return on equity3.3%+0.9pp
Debt / equity0.0×

Where this comes from

Reported directly by Realty Income in its filing.

Tagged under the XBRL concept us-gaap:LeaseIncome.

The source filing: Realty Income’s 10-Q, filed August 6, 2026.

Filed
Aug 5, 2026, 8:00 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0000726728-26-000048
Line itemThree months ended June 30, 2026 / U.S.Three months ended June 30, 2026 / U.K.Three months ended June 30, 2026 / Other (1)Three months ended June 30, 2026 / Total
Retail$868,428$187,075$59,239$1,114,742
Industrial212,10715,47523,892251,474
Other (2)59,61563660,251
Rental (including reimbursements)$1,140,150$203,186$83,131$1,426,467
Interest income on financing receivables32,024
Interest and dividend income on loans and preferred equity investments88,517
Other703
Total revenue$1,547,711

Item 1. Financial Statements (Unaudited)

FAQ

What is Realty Income's industrial — rental (including reimbursements)?
Realty Income (O) reported industrial — rental (including reimbursements) of $251.47M in Q2 2026.
What does industrial — rental (including reimbursements) mean?
This metric represents the total revenue generated from industrial property assets, including base rent and the recovery of operating expenses from tenants. It captures the financial performance of the company's logistics, manufacturing, and distribution real estate portfolio. As a key component of the diversified revenue stream, it reflects the company's exposure to the industrial sector and the effectiveness of its triple-net lease structures in this asset class.

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