Postal Realty Trust, Inc. is an internally managed real estate investment trust that owns and manages more than 1,000 properties leased to the USPS.
| Revenue (TTM) | $111.50M |
| Gross Profit (TTM) | $87.59M |
| EBITDA | $64.47M |
| Operating Margin | 39.20% |
| Return on Equity | 5.67% |
| Return on Assets | 3.13% |
| Revenue/Share (TTM) | $4.03 |
| Book Value | $12.19 |
| Price-to-Book | 1.77 |
| Price-to-Sales (TTM) | 8.56 |
| EV/Revenue | 9.93 |
| EV/EBITDA | 16.35 |
| Quarterly Earnings Growth (YoY) | 22.20% |
| Quarterly Revenue Growth (YoY) | 24.50% |
| Shares Outstanding | $33.48M |
| Float | $31.85M |
| % Insiders | 3.94% |
| % Institutions | 75.43% |
Volatility is currently expanding
Postal Realty Trust remains a Buy, supported by record acquisitions, robust AFFO growth, and a unique USPS-focused portfolio. PSTL delivered 9.1% YoY AFFO per share growth in Q3, raised 2026 AFFO guidance to $1.42–$1.44, and maintains a 99.8% occupancy rate. Valuation implies a solid margin of safety, with intrinsic value estimated above current levels even under conservative assumptions.
Postal Realty Trust, Inc. ( PSTL ) Q3 2026 Earnings Call November 4, 2026 9:00 AM EST Company Participants Jordan Cooperstein - Vice President of FP&A and Capital Markets Andrew Spodek - CEO & Director Steve Bakke Jeremy Garber - President, Treasurer & Secretary Conference Call Participants John Kim - BMO Capital Markets Equity Research Greg McGinniss - Scotiabank Global Banking and Markets, Research Division Nahom Tesfazghi - JPMorgan Chase & Co, Research Division Matthew Roberts - Jefferies LLC, Research Division Presentation Operator Greetings, and welcome to the Postal Realty Trust Third Quarter 2026 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.
- Net Income of $0.16 Per Diluted Share - - Acquired 145 USPS Properties for $82.0 Million - - Increased 2026 Acquisition Guidance $37.5 Million at the Midpoint to $185 Million - $200 Million - - Achieved BBB Investment Grade Rating from Fitch - - Q3 2026 AFFO Per Diluted Share of $0.36, Representing 9.1% Growth Y/Y - - Increased 2026 AFFO Guidance $0.01 to $1.42 - $1.44 Per Diluted Share, Representing 8.3% Growth at Midpoint, Y/Y - - $116.9 Million of Net Equity Sales via ATM Program Since Second Quarter - CEDARHURST, N.Y., Nov. 03, 2026 (GLOBE NEWSWIRE) -- Postal Realty Trust, Inc. (NYSE: PSTL) (the “Company”), an internally managed real estate investment trust that owns and manages over 2,400 properties leased primarily to the United States Postal Service (the “USPS”), ranging from last-mile post offices to industrial facilities, today announced results for the quarter ended September 30, 2026.
CEDARHURST, N.Y., Nov. 02, 2026 (GLOBE NEWSWIRE) -- Postal Realty Trust, Inc. (NYSE: PSTL) (the “Company”), a publicly traded REIT focused on acquiring and managing critical logistics infrastructure primarily leased to the US Postal Service (the “USPS”), announced today that its board of directors has approved a quarterly dividend on the Company's Class A common stock in the amount of $0.245 per share. This represents a 1.0% increase from the third quarter 2025 dividend. The dividend will be payable on November 27, 2026 to stockholders of record as of the close of business on November 13, 2026.
Postal Realty Trust (PSTL) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Postal Realty Trust remains a buy, with shares trading at a ~16% discount to our $26.87 NAVPS estimate. Recent lease structure improvements, including 3% annual escalators, are driving operational and financial momentum, with 52% of rent to include escalators in 2027. An investment-grade credit rating (BBB, stable) lowers PSTL's cost of debt and supports accretive growth in a fragmented market of small USPS landlords.
Postal Realty Trust (PSTL) reported earnings 30 days ago. What's next for the stock?
CEDARHURST, N.Y., Aug. 31, 2026 (GLOBE NEWSWIRE) -- Postal Realty Trust, Inc. (NYSE: PSTL) (the "Company"), today announced that Postal Realty Trust, Inc. and Postal Realty LP have received inaugural investment grade credit ratings of BBB with a Stable Outlook from Fitch Ratings, Inc. ("Fitch"). In addition, Fitch assigned a BBB rating to the Company's senior unsecured revolving credit facility and unsecured term loans.
Postal Realty Trust, Inc. remains a Buy, offering unique USPS-leased property exposure and robust AFFO growth with a sustainable ~4.24% dividend yield. Postal Realty delivered a strong Q2, raising AFFO guidance to $1.41–$1.43 per share and increasing 2026 acquisition targets, supported by a solid 99.8% occupancy rate on its owned portfolio. The balance sheet is healthy with 4.6x net debt/EBITDA, expanded credit facilities, and a $205M undrawn revolver, enabling continued acquisition-driven growth.
Postal Realty Trust, Inc. (PSTL) Q2 2026 Earnings Call Transcript
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