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 Q2 | $2.63B | +16.4% | $4.83 | +28.8% | — |
| AMTAMERICAN TOWER CORP /MA/ | FY2026 Q2 | $211.1M | -13.4% | $1.86 | +138.5% | — |
| DLRDIGITAL REALTY TRUST, INC. | FY2026 Q1 | $1.64B | +16.2% | $0.46 | +70.4% | — |
| IRMIRON MOUNTAIN INC | FY2026 Q2 | $2.03B | +18.5% | $0.34 | — | — |
| CCICROWN CASTLE INC. | FY2026 Q2 | $41M | -21.2% | $0.22 | -67.2% | — |
| SBACSBA COMMUNICATIONS CORP | FY2026 Q2 | $51.39M | -23.5% | $1.87 | -10.5% | — |
| WYWEYERHAEUSER CO | FY2026 Q2 | $1.87B | -0.9% | $0.23 | +91.7% | — |
| GLPIGaming & Leisure Properties, Inc. | FY2026 Q2 | $430.52M | +9.0% | $0.80 | +48.1% | — |
| RYNRAYONIER INC | FY2026 Q1 | $276.52M | +234.7% | $-0.05 | — | — |
| OUTOUTFRONT Media Inc. | FY2026 Q2 | $522.5M | +13.5% | $0.44 | — | — |
| EPREPR PROPERTIES | FY2026 Q2 | $196.08M | +10.1% | $0.79 | -13.2% | — |
| UNITUniti Group Inc. | FY2026 Q2 | $909.7M | — | $-0.68 | — | — |
| BXDCBlackstone Digital Infrastructure Trust Inc. | FY2026 Q2 | $0 | — | $0.14 | — | — |
| FPIFarmland Partners Inc. | FY2026 Q2 | $9.4M | -5.7% | $0.07 | -50.0% | — |
| LANDGLADSTONE LAND Corp | FY2026 Q2 | $333K | -97.3% | $-0.32 | — | — |
| NLCPNewLake Capital Partners, Inc. | FY2026 Q2 | $12.09M | -6.5% | $0.29 | -17.1% | — |
| SELFGlobal Self Storage, Inc. | FY2026 Q2 | $3.21M | +0.6% | $0.07 | +16.7% | — |
| PWPower REIT | FY2026 Q2 | $1.29M | +154.5% | $0.74 | — | — |
| DLR-PKDIGITAL REALTY TRUST, INC. | FY2026 Q1 | $1.64B | +16.2% | $0.46 | +70.4% | — |
| LANDPGLADSTONE LAND Corp | FY2026 Q2 | $333K | -97.3% | $-0.32 | — | — |
| EPR-PCEPR PROPERTIES | FY2026 Q2 | $196.08M | +10.1% | $0.79 | -13.2% | — |
| LANDOGLADSTONE LAND Corp | FY2026 Q2 | $333K | -97.3% | $-0.32 | — | — |
| DLR-PLDIGITAL REALTY TRUST, INC. | FY2026 Q1 | $1.64B | +16.2% | $0.46 | +70.4% | — |
| EPR-PEEPR PROPERTIES | FY2026 Q2 | $196.08M | +10.1% | $0.79 | -13.2% | — |
| DLR-PJDIGITAL REALTY TRUST, INC. | FY2026 Q1 | $1.64B | +16.2% | $0.46 | +70.4% | — |
| EPR-PGEPR PROPERTIES | FY2026 Q2 | $196.08M | +10.1% | $0.79 | -13.2% | — |
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).