BNL · Broadstone Net Lease, Inc.
$21.25
+0.05 (+0.24%)
At close · Aug 6
Market Cap
$4.07B
Shares
191.89M
Broadstone Net Lease, Inc. Earnings Call Transcripts
Every quarterly earnings call for Broadstone Net Lease, Inc. (BNL) — 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
▼15.7%
$103.52M
$27.11M
'22 Q3
22-10-04
▲21%
$112.14M
$34.73M
'22 Q4
23-02-22
▲26.8%
$118.99M
$39.30M
'23 Q1
23-05-03
▲11.6%
$109.35M
$60.01M
'23 Q2
23-08-02
▲5.8%
$109.54M
$49.68M
'23 Q3
23-11-01
▼6.4%
$105.00M
$6.48M
'23 Q4
24-02-21
▼11.5%
$105.37M
$65.11M
'24 Q1
24-04-03
▼3.2%
$105.91M
$35.33M
'24 Q2
24-09-09
▼1%
$108.40M
$35.61M
'24 Q3
24-11-18
▲6.8%
$112.13M
$26.39M
'24 Q4
25-02-19
▲3.2%
$108.69M
$16.74M
'25 Q1
25-04-25
▲6.7%
$112.99M
$20.16M
'25 Q2
25-07-30
▲5.3%
$114.17M
$26.47M
'25 Q3
25-10-29
▲5.5%
$118.30M
$33.13M
'25 Q4
26-02-19
▲11.7%
$121.40M
$46.37M
'26 Q1
26-04-30
LATEST
▲8.3%
$122.31M
$39.80M
'26 Q2
26-07-30
Earnings call
FY26 · Q2
2026-07-30
Broadstone Net Lease, Inc. Q2 2026 Earnings Conference Call
Confident tone
Tenant Credit & Lease Roll
Colorado Development / Landmark Transaction
Project Triborough
Revenue
$122.31M
▲ 8.3% YoY Diluted EPS
$0.21
▲ 110% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-30
Broadstone Net Lease, Inc. Q1 FY2026 Earnings Call
Confident tone
Project Triborough Data Center
Build-to-Suit Development Platform
Charles River Laboratories Acquisition
Revenue
$121.40M
▲ 11.7% YoY Diluted EPS
$0.24
▲ 166.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Annual General Meeting
Investor event
2026-04-30
Broadstone Net Lease, Inc. Annual Meeting of Stockholders
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q4
2026-02-19
Broadstone Net Lease, Inc. Q4 FY2025 Earnings Call
Positive tone
Build-to-suit development pipeline
Tenant credit situations (American Signature, Red Lobster)
Capital allocation, equity issuance, and valuation
Revenue
$118.30M*
▲ 5.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-29
Broadstone Net Lease, Inc. Q3 FY2025 Earnings Call
Confident tone
Build-to-suit pipeline and development strategy
Tenant resolutions (At Home and Claire's)
Industrial sector tailwinds
Revenue
$114.17M
▲ 5.3% YoY Diluted EPS
$0.14
▼ 26.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-30
Broadstone Net Lease, Inc. Q2 FY2025 Earnings Call
Positive tone
Build-to-suit program
Lease escalators
Industrial vs retail mix
Revenue
$112.99M
▲ 6.7% YoY Diluted EPS
$0.10
▼ 47.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-25
Broadstone Net Lease, Inc. Q1 FY2025 Earnings Call
Confident tone
Build-to-suit development pipeline
Tenant matters and resolutions
Macroeconomic and tariff risk
Revenue
$108.69M
▲ 3.2% YoY Diluted EPS
$0.09
▼ 74.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-19
Broadstone Net Lease, Inc. Q4 FY2024 Earnings Call
Confident tone
Build-to-suit development strategy
AFFO guidance and growth
Acquisitions and CapEx
Revenue
$112.13M*
▲ 6.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-18
Broadstone Net Lease, Inc. Q3 FY2024 Earnings Call
Confident tone
Tenant credit risk monitoring
Development origination relationships
AFFO per share growth and guidance
Revenue
$108.40M
▼ 1% YoY Diluted EPS
$0.19
▼ 26.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-09-09
Broadstone Net Lease, Inc. Q2 FY2024 Earnings Call
Confident tone
Build-to-suit development pipeline
Cap rates and market pricing environment
Healthcare portfolio simplification
Revenue
$105.91M
▼ 3.2% YoY Diluted EPS
$0.19
▼ 40.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-03
Broadstone Net Lease, Inc. Q1 FY2024 Earnings Call
Positive tone
Industrial and retail investment focus
Development / build-to-suit as growth pillar
Investment activity and off-market deal sourcing
Revenue
$105.37M
▼ 11.5% YoY Diluted EPS
$0.35
▲ 66.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-21
Broadstone Net Lease, Inc. Q4 FY2023 Earnings Call
Positive tone
Healthcare portfolio simplification
Disposition results
Financial results and AFFO
Revenue
$105.00M*
▼ 6.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-01
Broadstone Net Lease, Inc. Q3 FY2023 Earnings Call
Revenue
$109.54M
▲ 5.8% YoY Diluted EPS
$0.26
▲ 62.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-02
Broadstone Net Lease, Inc. Q2 FY2023 Earnings Call
Revenue
$109.35M
▲ 11.6% YoY Diluted EPS
$0.32
▲ 60% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-03
Broadstone Net Lease, Inc. Q1 FY2023 Earnings Call
Revenue
$118.99M
▲ 26.8% YoY Diluted EPS
$0.21
▲ 31.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-22
Broadstone Net Lease, Inc. Q4 FY2022 Earnings Call
Revenue
$112.14M*
▲ 21% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-04
Broadstone Net Lease, Inc. Q3 FY2022 Earnings Call
Revenue
$103.52M
▼ 15.7% YoY Diluted EPS
$0.16
▼ 11.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-03
Broadstone Net Lease, Inc. Q2 FY2022 Earnings Call
Revenue
$98.01M
▲ 15.6% YoY Diluted EPS
$0.20
▲ 42.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-03
Broadstone Net Lease, Inc. Q1 FY2022 Earnings Call
Revenue
$93.84M
▲ 13.5% YoY Diluted EPS
$0.16
▲ 6.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-22
Broadstone Net Lease, Inc. Q4 FY2021 Earnings Call
Revenue
$92.64M*
▲ 12.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-01
Broadstone Net Lease, Inc. Q3 FY2021 Earnings Call
Revenue
$122.78M
▲ 52.1% YoY Diluted EPS
$0.18
▲ 125% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-03
Broadstone Net Lease, Inc. Q2 FY2021 Earnings Call
Revenue
$84.76M
▲ 5.5% YoY Diluted EPS
$0.14
▲ 0% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-06-23
Broadstone Net Lease, Inc. Q1 FY2021 Earnings Call
Revenue
$82.70M
▲ 5.7% YoY Diluted EPS
$0.15
▲ 50% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-24
Broadstone Net Lease, Inc. Q4 FY2020 Earnings Call
Revenue
$82.29M
▼ 3.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-05
Broadstone Net Lease, Inc. Q3 FY2020 Earnings Call
Revenue
$80.74M
▲ 5.7% YoY Diluted EPS
$0.08
▼ 66.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-07
Broadstone Net Lease, Inc. Q1 FY2020 Earnings Call
Revenue
$78.23M
▲ 14.3% YoY Diluted EPS
$0.10
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–26 of 26 earnings calls
Key facts
CIK
1424182
CUSIP
11135E203
13F (30d)
138 filings
134 filers
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