B BNL

Broadstone Net Lease Inc

$18.62

+0.65% (+$0.12)

Volume 1.24M

52W High $19.91

52W Low $13.96

Market Cap $3.92B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.37

Whisper EPS

$0.33

9.6% below consensus

Last Quarter

$0.20

Current Streak

1 Beat

Avg Surprise (4Q)

-1.35%

Next Earnings Report

Reports in 22 days

Report Date Apr 29, 2026

Time AMC

Whisper Spread -9.59%

Consensus Estimate

$0.37

Official analyst average

Whisper Number

$0.33

What traders expect

Cautious Sentiment: The whisper number is 9.6% below consensus, suggesting traders are skeptical. Meeting consensus may not be enough to satisfy the market.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q4 2025 Feb 18, 2026

1-Day: -4.20%

5-Day: -2.77%

Q3 2025 Oct 29, 2025

1-Day: -1.00%

5-Day: +1.23%

Q2 2025 Jul 28, 2025

1-Day: +2.09%

Q1 2025 Apr 29, 2025

1-Day: +0.81%

Revenue & Financial Performance

Revenue Whisper

$118.0M

TWN Proprietary Estimate

Last Quarter Revenue

$118.3M

+5.5% YoY

Gross Margin

-182.7%

Net Margin: 28.0%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$118.3M	+5.5%	-182.7%	51.2%	$33.1M
Q3'25	$114.2M	+5.3%	94.6%	50.6%	$26.5M
Q2'25	$113.0M	+6.7%	95.6%	49.4%	$20.2M
Q1'25	$108.7M	-0.4%	95.0%	49.7%	$16.7M
Q4'24	$112.1M	+6.8%	94.0%	46.8%	$26.4M
Q3'24	$108.4M	-1.1%	93.5%	50.4%	$35.6M
Q2'24	$105.9M	-3.2%	95.0%	50.3%	$35.3M
Q1'24	$109.1M	-8.3%	60.2%	48.1%	$65.1M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Feb 18, 2026	$0.17	$0.14	$0.20	+14.95%	Beat
Q3 2025	Oct 29, 2025	$0.17	$0.14	$0.14	-17.65%	Missed
Q2 2025	Jul 28, 2025	$0.18	$0.17	$0.12	-35.39%	Missed
Q1 2025	Apr 29, 2025	$0.19	$0.20	$0.10	-45.27%	Missed
Q4 2024	Feb 19, 2025	$0.18	$0.19	$0.11	-41.50%	Missed
Q3 2024	Oct 30, 2024	$0.21	$0.23	$0.19	-9.52%	Missed
Q2 2024	Jul 30, 2024	$0.17	$0.20	$0.19	+11.76%	Missed
Q1 2024	May 1, 2024	$0.17	$0.19	$0.35	--	Beat
Q4 2023	Feb 21, 2024	$0.18	$0.21	$0.03	-83.33%	Missed
Q3 2023	Nov 1, 2023	$0.17	$0.20	$0.26	+52.94%	Beat
Q2 2023	Aug 2, 2023	$0.16	$0.18	$0.32	+100.00%	Beat
Q1 2023	May 3, 2023	$0.15	$0.16	$0.21	+40.00%	Beat