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SAFE · Safehold Inc.
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$9.86 +0.01 (+0.10%) At close · Nov 13 Play latest call Q2 2026 earnings call transcript
Market Cap
$690.07M
Shares
69.99M
Volume · Nov 13 859.53K Avg daily vol (3M) 616.45K
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Earnings call · FY2026 Q3

Safehold Inc. (SAFE) Q3 2026 Earnings Call

Concluded Nov 3, 2026
Nov 3, 2026
Period
FY2026 Q3
Runtime
—
Sources
2 artifacts
Revenue $118.68M +23.4% YoY
Diluted EPS $0.41 +0% YoY
Gross margin · derived Q4 99.3% +0.8 pp YoY
Net income $28.81M -1.6% YoY
Open full screen 8-K 10-Q

Executive readout · one minute

What the filings say

8-K earnings release · filed Nov 3, 2026
Safehold Inc. reported Q3’26 revenue of $118.7m, up 23%; net income attributable to common shareholders of $28.8m and EPS of $0.41. It originated $38m in new ground leases; estimated Unrealized Capital Appreciation reached $9. 9 billion.
10-Q report · filed Nov 4, 2026
Safehold Inc. reported nine-month interest income from sales-type leases of $230.7 million, up from $212.7 million, and estimated portfolio Ground Rent Coverage of 3.4x as of September 30, 2026. Lease-termination litigation continued at a significant New York office asset.

The audio replay and transcript follow the call.

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Quarter detail

How the reported period landed and where the business moved.

Revenue · segments

Ground Leases Segment$100.68M
Hotel Operations Segment$18.00M

Capital returned

Buybacks · derived
$4.94M
Shares repurchased
400,000
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