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BNL Broadstone Net Lease, Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-07-29, not restated
Real Estate

Scale

Market cap
$4.3bn
Revenue TTM
$476m
Net income TTM
$146m
Free cash flow
$257m
Composite score
48.7
Sector rank
#1176

Valuation

P / E
29.7
EV / EBITDA
EV / sales
14.7
FCF yield
5.94%
Earnings yield vs 10-yr
-1.36pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
30.6%
EBITDA margin
ROE
5.1%
ROIC
Revenue growth
7.7%

Insider activity, last 90 days

Net open-market
$0.21m
Buyers
1
Sellers
0

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Our escalations provide us with a source of organic revenue growth and a measure of inflation protection. Three Months Ended June 30, 2026 Compared to Three Months Ended March 31, 2026 Lease revenues, net The increase in Lease revenues, net, during the three months ended June 30, 2026, was primarily attributable to receiving a full quarter of rents related to $61.2 million of real property acquisitions at a weighted average cash capitalization rate of 9.0% and the stabilization of two build-to-suit projects, including a $78.2 million build-to-suit development at a cash capitalization rate of 6.6%, and a $52.2 million build-to-suit development at a cash capitalization rate of 7.6% during the …Broadstone Net Lease, Inc., 10-Q, period ended 2026-06-30, filed 2026-07-29

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