O · 8-K · 20260805PR000044

Revenue Performance and Mix

REALTY INCOME CORP · 2026-08-05 · Importance 49 · Surprise 32 · No source text

Second-quarter 2026 total revenue increased 9.7% year over year to $1,547.7 million from $1,410.4 million. Rental revenue, including reimbursements, rose to $1,426.5 million from $1,338.2 million, while interest and dividend income on loans and preferred equity investments increased to $88.5 million from $39.5 million. Same-store rental revenue increased 1.2% to $1,169.2 million for the quarter and 1.0% to $2,335.2 million for the first six months, on a constant-currency basis.

Key facts

• Same Store Rental Revenue for the six months ended June 30, 2026: $2,335.2 million, a 1.0% increase versus prior year source
• Total revenue for the three months ended June 30, 2026: $1,547.7 million source
• Total revenue for the six months ended June 30, 2026: $3,096.4 million source
• Revenue components for three months ended June 30, 2026: Rental (including reimbursements) $1,426,467 thousand; Interest income on financing receivables $32,024 thousand; Interest and dividend income on loans and preferred equity investments $88,517 thousand; Other $703 thousand source
• Same Store Rental Revenue for the three months ended June 30, 2026: $1,169.2 million, a 1.2% increase versus prior year source
• Number of properties under lease included in Same Store Rental Revenue pool: 14,619 properties source
• Same Store Rental Revenue excludes straight-line rent, the amortization of above and below-market leases, and reimbursements from clients for recoverable real estate taxes and operating expenses. source
• For purposes of comparability, same store rental revenue is presented on a constant currency basis by applying the exchange rate as of the balance sheet date to base currency rental revenue. source

Impact estimates