Sep 2026 (Q3 FY26) — Oct 22, 2026
NETSTREIT Q3 FY26 — Strong Investment Activity and Maintained AFFO Guidance
Read the full callNETSTREIT (NTST) earnings
- Sep 2026
- Sep 2026 (Q3 FY26)
- Dec 2025
NETSTREIT earnings: last reported Thu, 22 Oct 2026, for the quarter ended Sep 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 66.3 | +37.2% YoY | Quarterly, as filed | Quarter to Sep 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Sep 2026 | Not in the filed figures for the quarter to sep 2026. No older figure is substituted. | ||
| Net profit | 8.5 | +1271.7% YoY | Quarterly, as filed | Quarter to Sep 2026 | Profit after tax as filed. |
Price
$17.35 +1.94% · +$0.33
Performance −10.0% 1Y
1Y: $19.27 on 22 Oct 2025 → $17.35. High $22.26 (17 Jul 2026), low $16.47 (21 Oct 2026).
- Previous close
- $17.02
- 52-week range
- $16.47 – $22.26
- One year
- −10.06%
Overview
- Symbol
- NTST
- Sector
- Real Estate
- Exchange
- US
- Currency
- USD
Call summaries
Jun 2026 (Q2 FY26) — Jul 23, 2026
NETSTREIT Q2 FY26 — Strong Investment Momentum and Raised Guidance
Read the full callEvery analysed call
NETSTREIT earnings calls (NTST)
Financials
What the filings say
Net profit, year on year: +1272% (quarter to sep 2026 against sep 2025).
| Line item | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | Sep 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 44 | 46 | 48 | 48 | 53 | 57 | 61 | 66 |
| Expenses | 42 | 35 | 36 | 36 | 38 | 38 | 42 | 43 |
| Other income | -7 | -10 | -9 | -11 | -13 | -14 | -13 | -15 |
| Interest | 9 | 11 | 13 | 13 | 15 | 14 | 16 | 18 |
| Profit before tax | -5 | 2 | 3 | 1 | 1 | 6 | 6 | 9 |
| Tax rate | −0.3% | 0.9% | 0.4% | 1.9% | 1.0% | 0.2% | 1.2% | 0.9% |
| Net profit | — | 2 | 3 | 1 | — | 6 | 6 | 8 |
| EPS ($ per share) | — | 0.02 | 0.04 | 0.01 | — | 0.06 | 0.06 | 0.08 |
| Line item | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 1 | 1 | 1 | 1 |
| Reserves | -7 | -35 | -67 | -112 | -188 | -252 |
| Total liabilities | 198 | 279 | 547 | 673 | 921 | 1,162 |
| Total assets | 726 | 1,068 | 1,606 | 1,946 | 2,259 | 2,614 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Cash from operations | 6 | 13 | 31 | 51 | 80 | 90 | 110 |
| Cash from investing | 76 | -362 | -430 | -468 | -452 | -433 | -449 |
| Cash from financing | -82 | 273 | 314 | 481 | 331 | 327 | 339 |
| Net cash flow | -0 | -77 | -85 | 63 | -41 | -16 | 0 |
| Capital expenditure | 0 | -0 | -1 | -1 | -0 | -0 | -0 |
| Free cash flow | 6 | 13 | 31 | 49 | 80 | 90 | 109 |
NTST operating KPIs by quarter
| KPI | Jun 2026 Q2 FY26 | Sep 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|
| Tenants | 156We ended the quarter with 859 investments leased to 156 tenants across 28 industries in 46 states.Source: earnings call transcript | 158Turning to our portfolio, we had 913 investments at quarter-end generating $246.3 million of ABR, leased to 158 tenants across 28 industries in 46 states.Source: earnings call transcript | +1.3% |
| Industries | 28We ended the quarter with 859 investments leased to 156 tenants across 28 industries in 46 states.Source: earnings call transcript | 28Turning to our portfolio, we had 913 investments at quarter-end generating $246.3 million of ABR, leased to 158 tenants across 28 industries in 46 states.Source: earnings call transcript | 0% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
39 filings between Dec 8, 2025 and Sep 4, 2026.
Open market
decisions to buy or sellPurchases
$154.8K
4 purchases by 2 insiders
Sales
$150.0K
1 sale by 1 insider
Compensation
not trading decisions- 2
- Award — granted as compensation
- 18
- Option exercise — converted options into shares
- 14
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Zeigler Robin McBride | — | $150.0K | Apr 23, 2026 |
| Manheimer Mark | $96.0K | — | Jun 18, 2026 |
| Donlan Daniel P | $58.9K | — | Sep 4, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 4, 2026 | Donlan Daniel P CFO and Treasurer | Purchase | 1,200 | $24.1K |
| Jun 18, 2026 | Manheimer Mark President, CEO and Secretary | Purchase | 5,000 | $96.0K |
| Apr 23, 2026 | Zeigler Robin McBride Director | Sale | 7,192 | $150.0K |
| Apr 10, 2026 | Donlan Daniel P CFO and Treasurer | Tax withheld | 4,597 | $93.1K |
| Apr 10, 2026 | Donlan Daniel P CFO and Treasurer | Option exercise | 11,681 | — |
| Mar 8, 2026 | Manheimer Mark President, CEO and Secretary | Tax withheld | 1,906 | $39.9K |
| Mar 8, 2026 | Manheimer Mark President, CEO and Secretary | Option exercise | 4,842 | — |
| Feb 28, 2026 | Manheimer Mark President, CEO and Secretary | Tax withheld | 2,792 | $58.0K |
| Feb 28, 2026 | Manheimer Mark President, CEO and Secretary | Option exercise | 15,190 | — |
| Feb 28, 2026 | Manheimer Mark President, CEO and Secretary | Tax withheld | 5,978 | $124.2K |
| Feb 28, 2026 | Manheimer Mark President, CEO and Secretary | Award | 28,036 | $0 |
| Feb 28, 2026 | Manheimer Mark President, CEO and Secretary | Tax withheld | 11,033 | $229.2K |
| Feb 28, 2026 | Manheimer Mark President, CEO and Secretary | Award | 20,017 | $0 |
| Feb 28, 2026 | Manheimer Mark President, CEO and Secretary | Tax withheld | 7,877 | $163.6K |
| Feb 28, 2026 | Manheimer Mark President, CEO and Secretary | Option exercise | 7,093 | — |
| Feb 26, 2026 | TROXELL MATTHEW A Director | Option exercise | 7,192 | — |
| Feb 26, 2026 | Zeigler Robin McBride Director | Option exercise | 7,192 | — |
| Feb 26, 2026 | CHRISTODOLOU MICHAEL Director | Option exercise | 7,192 | — |
| Feb 26, 2026 | Minnis Todd Director | Option exercise | 7,192 | — |
| Feb 26, 2026 | Wittman Lori Director | Option exercise | 7,192 | — |
| Feb 26, 2026 | Manheimer Mark President, CEO and Secretary | Option exercise | 17,801 | — |
| Feb 26, 2026 | Manheimer Mark President, CEO and Secretary | Tax withheld | 7,005 | $144.4K |
| Feb 26, 2026 | Manheimer Mark President, CEO and Secretary | Option exercise | 27,394 | — |
| Feb 26, 2026 | Manheimer Mark President, CEO and Secretary | Tax withheld | 10,780 | $222.2K |
| Feb 26, 2026 | Donlan Daniel P CFO and Treasurer | Option exercise | 7,205 | — |
| Feb 26, 2026 | Donlan Daniel P CFO and Treasurer | Tax withheld | 2,836 | $58.4K |
| Feb 26, 2026 | Donlan Daniel P CFO and Treasurer | Option exercise | 6,848 | — |
| Feb 26, 2026 | Donlan Daniel P CFO and Treasurer | Tax withheld | 2,695 | $55.5K |
| Feb 26, 2026 | Everett Heidi Director | Option exercise | 7,192 | — |
| Feb 16, 2026 | Donlan Daniel P CFO and Treasurer | Tax withheld | 2,405 | $48.6K |
| Feb 16, 2026 | Manheimer Mark President, CEO and Secretary | Option exercise | 11,762 | — |
| Feb 16, 2026 | Manheimer Mark President, CEO and Secretary | Tax withheld | 4,713 | $95.2K |
| Feb 16, 2026 | Manheimer Mark President, CEO and Secretary | Option exercise | 23,081 | — |
| Feb 16, 2026 | Manheimer Mark President, CEO and Secretary | Tax withheld | 9,250 | $186.8K |
| Feb 16, 2026 | Donlan Daniel P CFO and Treasurer | Option exercise | 5,386 | — |
| Jan 13, 2026 | Chernylo Sofia CAO | Tax withheld | 2,694 | $47.8K |
| Jan 13, 2026 | Chernylo Sofia CAO | Option exercise | 6,033 | — |
| Dec 19, 2025 | Donlan Daniel P CFO and Treasurer | Purchase | 1,000 | $17.4K |
| Dec 8, 2025 | Donlan Daniel P CFO and Treasurer | Purchase | 1,000 | $17.3K |
| Sep 5, 2025 | Manheimer Mark President, CEO and Secretary | Purchase | 5,600 | $100.4K |
| Aug 17, 2025 | Manheimer Mark President, CEO and Secretary | Option exercise | 6,111 | $0 |
| Aug 17, 2025 | Manheimer Mark President, CEO and Secretary | Tax withheld | 2,405 | $45.2K |
| Apr 10, 2025 | Donlan Daniel P CFO and Treasurer | Tax withheld | 4,495 | $67.7K |
| Apr 10, 2025 | Donlan Daniel P CFO and Treasurer | Option exercise | 11,680 | $0 |
| Mar 11, 2025 | Manheimer Mark President, CEO and Secretary | Purchase | 2,500 | $37.2K |
| Mar 10, 2025 | Manheimer Mark President, CEO and Secretary | Purchase | 1,134 | $17.4K |
| Mar 10, 2025 | Manheimer Mark President, CEO and Secretary | Purchase | 2,500 | $38.4K |
| Mar 10, 2025 | Manheimer Mark President, CEO and Secretary | Purchase | 1,500 | $22.9K |
| Mar 10, 2025 | Manheimer Mark President, CEO and Secretary | Purchase | 1,250 | $19.2K |
| Mar 10, 2025 | Donlan Daniel P CFO and Treasurer | Purchase | 1,000 | $15.3K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Start an Inve Case for NETSTREIT Corp.
Free account. Everything above stays public.
Write why you follow NETSTREIT Corp. and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading
