ADC · Agree Realty Corp · Earnings Call Transcripts & Audio
$65.62
-1.20 (-1.79%)
At close · Oct 1
Return incl. dividend (before tax)
Market Cap
$8.36B
Shares
124.38M
Volume · Oct 1
627.26K
Avg daily vol (3M)
1.42M
Agree Realty Corp Earnings Call Transcripts
Quarterly earnings calls for Agree Realty Corp (ADC), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲27.5%
$116.53M
$40.93M
'22 Q4
23-02-15
▲28.8%
$126.62M
$41.61M
'23 Q1
23-05-05
▲23.9%
$129.90M
$40.87M
'23 Q2
23-08-02
▲24.3%
$136.81M
$41.52M
'23 Q3
23-10-25
▲23.7%
$144.16M
$45.95M
'23 Q4
24-02-14
▲18%
$149.45M
$44.86M
'24 Q1
24-04-24
▲17.5%
$152.57M
$54.72M
'24 Q2
24-07-24
▲12.8%
$154.33M
$44.38M
'24 Q3
24-10-23
▲11.5%
$160.74M
$45.24M
'24 Q4
25-02-12
▲13.2%
$169.16M
$47.00M
'25 Q1
25-04-23
▲15%
$175.53M
$49.20M
'25 Q2
25-08-01
▲18.7%
$183.22M
$52.12M
'25 Q3
25-10-22
▲18.5%
$190.49M
$56.04M
'25 Q4
26-02-11
▲18.7%
$200.81M
$62.05M
'26 Q1
26-04-22
LATEST
▲16.8%
$205.10M
$54.65M
'26 Q2
26-07-31
Earnings call
FY26 · Q3
2026-10-21
Agree Realty Corp (ADC) Q3 2026 Earnings Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-07-31
Agree Realty Corp (ADC) Q2 2026 Earnings Call Transcript
Confident tone
Development and Developer Funding Platform (DFP)
Technology and AI Initiatives
Balance Sheet and Capital Markets
Revenue
$205.10M
▲ 16.8% YoY Diluted EPS
$0.44
▲ 2.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-22
Agree Realty Corp (ADC) Q1 2026 Earnings Call Transcript
Confident tone
Portfolio quality and occupancy
Capital markets / liquidity
Development and developer funding platform
Revenue
$200.81M
▲ 18.7% YoY Diluted EPS
$0.50
▲ 19% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-11
Agree Realty Corp (ADC) Q4 2025 Earnings Call Transcript
Confident tone
Development and DFP pipeline
Investment activity and external growth platforms
Balance sheet and capital markets
Revenue
$190.49M*
▲ 18.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-22
Agree Realty Corp (ADC) Q3 2025 Earnings Call Transcript
Confident tone
Balance Sheet and Liquidity
Credit Loss and Tenant Health
Cap Rates and Real Estate Quality
Revenue
$183.22M
▲ 18.7% YoY Diluted EPS
$0.45
▲ 7.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-01
Agree Realty Corp (ADC) Q2 2025 Earnings Call Transcript
Confident tone
Investment volume and external growth
Balance sheet and liquidity
Tenant credit risk and retailer disruption
Revenue
$175.53M
▲ 15% YoY Diluted EPS
$0.43
▼ 17.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-23
Agree Realty Corp (ADC) Q1 2025 Earnings Call Transcript
Confident tone
Balance sheet, liquidity and capital markets
Investment activity and platform growth
Portfolio quality and tenant credit
Revenue
$169.16M
▲ 13.2% YoY Diluted EPS
$0.42
▼ 2.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-12
Agree Realty Corp (ADC) Q4 2024 Earnings Call Transcript
Confident tone
discipline & balance sheet
acquisitions platform
tariffs & macro
Revenue
$160.74M*
▲ 11.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-23
Agree Realty Corp (ADC) Q3 2024 Earnings Call Transcript
Confident tone
Balance sheet and capital markets
Investment-grade and portfolio quality
Acquisition guidance and deal flow
Revenue
$154.33M
▲ 12.8% YoY Diluted EPS
$0.42
▲ 2.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-24
Agree Realty Corp (ADC) Q2 2024 Earnings Call Transcript
Confident tone
Macro / Interest Rate & Cap Rate Backdrop
Acquisition Activity & Guidance Raise
Asset Management & Recapturing BB&B Space
Revenue
$152.57M
▲ 17.5% YoY Diluted EPS
$0.52
▲ 23.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-24
Agree Realty Corp (ADC) Q1 2024 Earnings Call Transcript
Confident tone
Acquisition Pipeline and Origination
AFFO Per Share Guidance
Dollar Tree and Family Dollar Closures
Revenue
$149.45M
▲ 18% YoY Diluted EPS
$0.43
▼ 2.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-14
Agree Realty Corp (ADC) Q4 2023 Earnings Call Transcript
Confident tone
Acquisitions and external growth
Retailer demand and expansion
Development and DFP pipeline
Revenue
$144.16M*
▲ 23.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-25
Agree Realty Corp (ADC) Q3 2023 Earnings Call Transcript
Revenue
$136.81M
▲ 24.3% YoY Diluted EPS
$0.41
▼ 10.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-02
Agree Realty Corp (ADC) Q2 2023 Earnings Call Transcript
Revenue
$129.90M
▲ 23.9% YoY Diluted EPS
$0.42
▼ 6.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-05
Agree Realty Corp (ADC) Q1 2023 Earnings Call Transcript
Revenue
$126.62M
▲ 28.8% YoY Diluted EPS
$0.44
▼ 8.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-15
Agree Realty Corp (ADC) Q4 2022 Earnings Call Transcript
Revenue
$116.53M*
▲ 27.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-02
Agree Realty Corp (ADC) Q3 2022 Earnings Call Transcript
Revenue
$110.06M
▲ 25.7% YoY Diluted EPS
$0.46
▼ 11.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-03
Agree Realty Corp (ADC) Q2 2022 Earnings Call Transcript
Revenue
$104.88M
▲ 27.1% YoY Diluted EPS
$0.45
▲ 32.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-04
Agree Realty Corp (ADC) Q1 2022 Earnings Call Transcript
Revenue
$98.34M
▲ 26.4% YoY Diluted EPS
$0.48
▲ 0% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-23
Agree Realty Corp (ADC) Q4 2021 Earnings Call Transcript
Revenue
$91.41M*
▲ 28% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-02
Agree Realty Corp (ADC) Q3 2021 Earnings Call Transcript
Revenue
$87.54M
▲ 37.2% YoY Diluted EPS
$0.52
▲ 33.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-27
Agree Realty Corp (ADC) Q2 2021 Earnings Call Transcript
Revenue
$82.55M
▲ 43.5% YoY Diluted EPS
$0.34
▼ 27.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-04
Agree Realty Corp (ADC) Q1 2021 Earnings Call Transcript
Revenue
$77.83M
▲ 39.5% YoY Diluted EPS
$0.48
▲ 4.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-19
Agree Realty Corp (ADC) Q4 2020 Earnings Call Transcript
Revenue
$71.41M*
▲ 37% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-20
Agree Realty Corp (ADC) Q3 2020 Earnings Call Transcript
Revenue
$63.81M
▲ 32.7% YoY Diluted EPS
$0.39
▼ 18.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-21
Agree Realty Corp (ADC) Q2 2020 Earnings Call Transcript
Revenue
$57.53M
▲ 28.1% YoY Diluted EPS
$0.47
▲ 4.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-21
Agree Realty Corp (ADC) Q1 2020 Earnings Call Transcript
Revenue
$55.81M
▲ 31.8% YoY Diluted EPS
$0.46
▼ 4.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-21
Agree Realty Corp (ADC) Q4 2019 Earnings Call
Revenue
$52.13M
▲ 39.2% YoY Diluted EPS
$0.52
▲ 44.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–28 of 28 earnings calls
Key facts
CIK
917251
CUSIP
008492100
13F (30d)
15 filings
13 filers
Visit website
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