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 Q3 | $2.57B | +11.0% | $4.93 | +29.4% | — |
| AMTAMERICAN TOWER CORP /MA/ | FY2026 Q3 | $202.5M | -17.8% | $1.64 | -9.9% | — |
| DLRDIGITAL REALTY TRUST, INC. | FY2026 Q1 | $1.64B | +16.2% | $0.46 | +70.4% | — |
| CCICROWN CASTLE INC. | FY2026 Q3 | $29M | -51.7% | $0.67 | -9.5% | — |
| IRMIRON MOUNTAIN INC | FY2026 Q3 | $1.99B | +13.5% | $0.41 | +46.4% | — |
| SBACSBA COMMUNICATIONS CORP | FY2026 Q3 | $48.57M | -36.0% | $2.19 | -0.5% | — |
| WYWEYERHAEUSER CO | FY2026 Q3 | $1.86B | +8.4% | $0.08 | -27.3% | — |
| GLPIGaming & Leisure Properties, Inc. | FY2026 Q3 | $435.45M | +9.5% | $0.71 | -16.5% | — |
| RYNRAYONIER INC | FY2026 Q1 | $276.52M | +234.7% | $-0.05 | — | — |
| OUTOUTFRONT Media Inc. | FY2026 Q3 | $511.1M | +9.3% | $0.36 | +24.1% | — |
| EPREPR PROPERTIES | FY2026 Q3 | $204.1M | +12.0% | $1.22 | +54.4% | — |
| BXDCBlackstone Digital Infrastructure Trust Inc. | FY2026 Q2 | $0 | — | $0.14 | — | — |
| UNITUniti Group Inc. | FY2026 Q3 | $848.1M | +17.4% | $-1.03 | — | — |
| FPIFarmland Partners Inc. | FY2026 Q3 | $9.78M | -13.1% | $-0.36 | — | — |
| LANDGLADSTONE LAND Corp | FY2026 Q3 | $2.94M | -83.5% | $0.14 | — | — |
| NLCPNewLake Capital Partners, Inc. | FY2026 Q3 | $12.02M | -4.5% | $0.20 | -37.5% | — |
| SELFGlobal Self Storage, Inc. | FY2026 Q3 | $3.24M | +0.6% | $0.04 | 0.0% | — |
| PWPower REIT | FY2026 Q3 | $542.18K | +5.7% | $-0.81 | — | — |
| DLR-PJDIGITAL REALTY TRUST, INC. | FY2026 Q1 | $1.64B | +16.2% | $0.46 | +70.4% | — |
| LANDOGLADSTONE LAND Corp | FY2026 Q3 | $2.94M | -83.5% | $0.14 | — | — |
| DLR-PKDIGITAL REALTY TRUST, INC. | FY2026 Q1 | $1.64B | +16.2% | $0.46 | +70.4% | — |
| EPR-PCEPR PROPERTIES | FY2026 Q3 | $204.1M | +12.0% | $1.22 | +54.4% | — |
| DLR-PLDIGITAL REALTY TRUST, INC. | FY2026 Q1 | $1.64B | +16.2% | $0.46 | +70.4% | — |
| EPR-PEEPR PROPERTIES | FY2026 Q3 | $204.1M | +12.0% | $1.22 | +54.4% | — |
| LANDPGLADSTONE LAND Corp | FY2026 Q3 | $2.94M | -83.5% | $0.14 | — | — |
| EPR-PGEPR PROPERTIES | FY2026 Q3 | $204.1M | +12.0% | $1.22 | +54.4% | — |
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).