ADC · Agree Realty Corp
$74.74
-0.37 (-0.49%)
At close · Aug 14
Market Cap
$9.32B
Shares
124.38M
Agree Realty Corp Earnings Call Transcripts
Every quarterly earnings call for Agree Realty Corp (ADC) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲25.7%
$110.06M
$39.42M
'22 Q3
22-11-02
▲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 · Q2
2026-07-31
Agree Realty Announces Second Quarter 2026 Earnings Release Date and Conference Call Information
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 Q1 FY2026 Earnings Call
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 Q4 FY2025 Earnings Call
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 Q3 FY2025 Earnings Call
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 Q2 FY2025 Earnings Call
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 Q1 FY2025 Earnings Call
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 Q4 FY2024 Earnings Call
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 Q3 FY2024 Earnings Call
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 Q2 FY2024 Earnings Call
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 Q1 FY2024 Earnings Call
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 Q4 FY2023 Earnings Call
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 Q3 FY2023 Earnings Call
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 Q2 FY2023 Earnings Call
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 Q1 FY2023 Earnings Call
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 Q4 FY2022 Earnings Call
Revenue
$116.53M*
▲ 27.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-02
Agree Realty Corp Q3 FY2022 Earnings Call
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 Q2 FY2022 Earnings Call
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 Q1 FY2022 Earnings Call
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 Q4 FY2021 Earnings Call
Revenue
$91.41M*
▲ 28% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-02
Agree Realty Corp Q3 FY2021 Earnings Call
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 Q2 FY2021 Earnings Call
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 Q1 FY2021 Earnings Call
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 Q4 FY2020 Earnings Call
Revenue
$71.41M*
▲ 37% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-20
Agree Realty Corp Q3 FY2020 Earnings Call
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 Q2 FY2020 Earnings Call
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 Q1 FY2020 Earnings Call
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 Q4 FY2019 Earnings Call
Revenue
$52.13M
▲ 39.2% YoY Diluted EPS
$0.52
▲ 44.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
917251
CUSIP
008492100
13F (30d)
461 filings
452 filers
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