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Safehold SAFE Q4 2025 Annual earnings

Reported February 11, 2026 · After market close

Revenue$97.9MBeat by $2.8M
EPS$0.42In line
Revenue estimate$95.0M
EPS estimate$0.42

Next report

Jul 30, 2026 (Tomorrow)
Revenue estimate$110.8M
EPS estimate$0.41

Financials

Q4 2025

Income statement

See full
Revenue$97.9M+6.5%
Gross profit$96.5M+6.3%
Operating income$26.8M+18.4%
Net income$27.9M+7.1%
EPS (diluted)$0.38+5.6%

Balance sheet

See full
Cash & equivalents$21.7M+160%
Total debt$4.6B+6.1%
Total equity$2.4B+2.7%
Total assets$7.2B+5.1%

Cash flow

See full
Operating cash flow$12.3M+56.0%

Valuation & ratios

Valuation

as of 12/31/25
See full
Market cap$982.34M-25.6%
Enterprise value$5.55B-1.6%
P/E8.6×-3.9×
P/S2.5×-1.1×

Profitability

See full
Gross margin98.8%-0.1pp
Operating margin26.2%+2.4pp
Net margin29.7%+0.8pp

Returns & leverage

See full
Return on equity4.8%+0.2pp
Debt / equity1.9×+0.1×

Versus estimates

Revenue

Q1 2026$110.9MBeat by $14.3M
Q4 2025$97.9MBeat by $2.8M
Q3 2025$96.2MBeat by $624.3KQ2 2025$93.8MMiss by $1.2MQ1 2025$97.7MBeat by $1.2MQ4 2024$91.9MMiss by $542.1K

Diluted EPS

Q1 2026$0.40Miss by $0.03
Q4 2025$0.42In line
Q3 2025$0.41Beat by $0.01Q2 2025$0.39In lineQ1 2025$0.44Beat by $0.01Q4 2024$0.36In line

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Questions, answered.

When did Safehold report Q4 2025 earnings?
Safehold (SAFE) reported Q4 2025 earnings on February 11, 2026 after market close.
What were Safehold's Q4 2025 revenue and EPS?
Safehold reported revenue of $97.9M and eps of $0.42 for Q4 2025.
Did Safehold beat estimates in Q4 2025?
Revenue beat the consensus estimate of $95.0M by $2.8M. EPS beat the consensus estimate of $0.42 by $0.00.
How did Safehold's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 6.5% from $91.9M a year earlier and eps grew 16.7% from $0.36.
Where can I find Safehold's Q4 2025 SEC filings?
You can read the 8-K earnings release (0001095651-26-000008) and the 10-K periodic report (0001095651-26-000010) directly on SEC EDGAR. The filing index links above go to sec.gov.