Realty Income Q3 2026 revenue of $1.62B tops estimates; 2026 AFFO outlook raised

Realty Income Corp filed an 8-K dated 2026-11-02 covering results of operations (Item 2.02) and a Regulation FD disclosure (Item 7.01). The filing summary alone does not allow the full contents to be verified, so most figures come from secondary reports.

According to a marketscreener.com earnings flash, third-quarter revenue was $1.62B versus a FactSet consensus of $1.43B. Another report put revenue growth at about 10% year over year. Investing.com and StreetInsider said earnings per share beat estimates by $0.02, while 24/7 Wall St. noted that GAAP EPS missed expectations. GuruFocus cited earnings of $0.43 per share.

Reports also said occupancy and rents edged higher and that the company raised its 2026 AFFO guidance. AFFO is a key cash-flow measure for REITs, so a higher outlook may support sentiment toward the company's dividend capacity and valuation. Exact guidance ranges were not available in the sources.

The event concerns a real estate investment trust, not the energy sector. Any influence on the USO oil fund would run only through broad risk appetite or rate expectations, and is likely to be small.