Postal Realty Trust 'A'

Postal Realty is shifting renewed USPS leases from five-year flat terms to 10-year agreements with 3% annual escalators, lifting annual rent growth coverage to 45% of the portfolio through 2026 and projecting 6.5% same-store cash revenue growth for 2027. Management lowered the AFFO payout ratio target toward 65% to retain cash for flexibility, expecting retained cash flow to add about 2% to AFFO-per-share growth next year. The company raised 2026 acquisition guidance to $150 million, targeting immediately accretive last-mile and flex postal facilities while operating at 4.6x debt/EBITDA with roughly $50 million in available equity. » More on finance.yahoo.com

Postal Realty reports that 45% of its portfolio now includes annual rent adjustments of 3% and expects same-store cash revenue (area-adjusted revenue growth) of 6.5% for 2027. Leverage stands at 4.6x EBITDA. The company raised its planned acquisition volume for 2026 to $150 million and emphasizes selective, yield-enhancing purchases. Management and the board receive largely equity-based compensation; the target payout ratio is around 65% with an annual dividend increase of about 1%. Postal Realty sees long-term consolidation opportunities due to market fragmentation but prioritizes capital discipline over growth in volume. » More on de.investing.com

Postal Realty Trust reported Q2 2026 EPS of $0.15 and revenue of $28.02 million, both above consensus, and raised its 2026 AFFO guidance to $1.41–$1.43 per share. The REIT completed $45 million of acquisitions, improved net debt/EBITDA to 4.6x and reported AFFO of $0.36 per share. Despite the positive metrics, the stock dipped slightly; management plans higher acquisitions for 2026 and sees further rent adjustment potential for 2027. » More on de.investing.com