Broadstone Net Lease, Inc.(BNL)Earnings Date, History & Expected Move

Next report date, beat rate and options-implied move

Next report

Oct 28, 2026

BNL is scheduled to report on Oct 28, 2026, after the market closes. Analysts expect EPS of $0.17.

Next report

Oct 28, 2026

In 4 days · after close

EPS beat rate

50%

6 of 12 quarters

Avg move after earnings

±2.8%

Up 33% of the time · last 12

Options-implied move

—

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EPS: Actual vs Estimate

Reported EPS against the consensus estimate, last 12 quarters.

Green beat or met, red missed, amber sources differ.

Stock Reaction After Earnings

Close-to-close move in the first session that reflected each report.

Dashed lines mark the average actual move (±2.8%).

Did the stock rise after good news?

The next-day move after each of its last 6 EPS beats and 5 misses.

When it beat expectations

6 reports

▲ Rose 2×

▼ Fell 4×

When it missed expectations

5 reports

▲ Rose 2×

▼ Fell 3×

In plain words: it beat expectations 6 times, but the stock still fell 4 of those 6 times.

Report by report

Apr '26
Beat
▼ -0.7%
Feb '26
Beat
▼ -4.2%
Oct '25
Missed
▼ -1.0%
Jul '25
Missed
▲ +2.1%
Apr '25
Missed
▼ -2.0%
Feb '25
Missed
▲ +3.1%
Oct '24
Beat
▼ -2.9%
Jul '24
Beat
▼ -3.1%
May '24
Beat
▲ +4.2%
Feb '24
Missed
▼ -5.0%
Nov '23
Beat
▲ +1.9%

Clear beats and misses with a known reaction only. What counts as a beat

After an EPS beat

-0.8%

average next-day move · up 33% of 6 times

After an EPS miss

-0.6%

average next-day move · up 40% of 5 times

Why did BNL fall after beating earnings?

6 of BNL's last 11 reactions went against the EPS result. What stands out in each:

BNL beat EPS estimates in 6 quarters, and the stock still closed lower the next day 4 times. In 2 of the 4 where we have price data, the stock had already run up before the report.

Apr 29, 2026EPS beat +33.3%stock -0.7% next day
- It had risen 9.1% in the 20 trading sessions before the report, so good news may already have been priced in.
- It opened 1.4% higher, but sellers took over and it closed -0.7%.
Feb 18, 2026EPS beat +17.6%stock -4.2% next day
Nothing in the price and estimate numbers we track stands out for this one. Guidance and management comments are not part of our data.
Oct 30, 2024EPS beat +11.1%stock -2.9% next day
Nothing in the price and estimate numbers we track stands out for this one. Guidance and management comments are not part of our data.
Jul 30, 2024EPS beat +5.9%stock -3.1% next day
- It had risen 14.9% in the 20 trading sessions before the report, so good news may already have been priced in.

Rose despite an EPS miss (2 of 5)

Jul 30, 2025EPS missed -33.3%stock +2.1% next day
Nothing in the price and estimate numbers we track stands out for this one. Guidance and management comments are not part of our data.
Feb 19, 2025EPS missed -38.9%stock +3.1% next day
Nothing in the price and estimate numbers we track stands out for this one. Guidance and management comments are not part of our data.

Patterns in estimates and prices, not confirmed causes: how we read them.

Was BNL's earnings move already priced in?

BNL's move in the month before each of its last 12 reports, against what it did after.

Avg move in the month before

+0.9%

last 12 reports

Higher before the report

33%

of the time

After a run-up of 3%+

Fell 100%

4 reports, avg -2.7%

After a drop of 3%+

Rose 33%

3 reports, avg -1.3%

How the run-up is measured (a move of 5% or more counts as large).

Before vs after each report

Grey: the month before each of the last 12 reports. Green or red: the day after.

Past reports only. How the run-up is measured

Does BNL hold its opening gap after earnings?

BNL's opening move after each report and where it closed that day.

In 5 reports BNL opened at least 1% away from the previous close. It gave back half or more of that gap by the close 2 of 5 times (40%), and fully reversed 2 times. Gaps up faded 1 of 2; gaps down recovered 1 of 3.

Apr 29, 2026Reversed
Opened +1.4%, closed -0.7%
Apr 30, 2025Held
Opened -3.1%, closed -2.0%
Feb 19, 2025Reversed
Opened -2.7%, closed +3.1%
May 1, 2024Held
Opened +1.5%, closed +4.2%
Feb 21, 2024Held
Opened -1.7%, closed -5.0%

How gaps, fades and reversals are defined

What the history says

It fell after 4 of its 6 EPS beats (67%): beating estimates has not been enough on its own.

BNL earnings history

Last 12 reported quarters with the stock's reaction.

Swipe sideways to see every column →

Report date	Time	EPS est.	EPS actual	Surprise	1-day move	3-day move
Jul 29, 2026	After close	$0.19	$0.19	0.0%	-2.93%	-4.02%
Apr 29, 2026	After close	$0.18	$0.24	+33.3%	-0.65%	-2.61%
Feb 18, 2026	After close	$0.17	$0.20	+17.6%	-4.20%	-2.77%
Oct 29, 2025	After close	$0.17	$0.14	-17.6%	-1.00%	+1.23%
Jul 30, 2025	After close	$0.18	$0.12	-33.3%	+2.07%	+5.09%
Apr 30, 2025	After close	$0.17	$0.10	-41.2%	-1.98%	-0.93%
Feb 19, 2025	After close	$0.18	$0.11	-38.9%	+3.09%	+4.31%
Oct 30, 2024	After close	$0.18	$0.20	+11.1%	-2.87%	-3.15%
Jul 30, 2024	After close	$0.17	$0.18	+5.9%	-3.12%	-4.40%
May 1, 2024	After close	$0.18	$0.31	+72.2%	+4.24%	+5.40%
Feb 21, 2024	After close	$0.19	$0.06	-68.4%	-4.98%	-7.08%
Nov 1, 2023	After close	$0.18	$0.26	+44.4%	+1.92%	+4.90%

Consensus for the next report: EPS $0.17, revenue $124.86M.

BNL Earnings FAQ

Answers computed from Broadstone Net Lease, Inc.'s reported history

BNL is scheduled to report on Oct 28, 2026, after the market closes. Analysts expect EPS of $0.17.

Over the last 12 quarters with a usable EPS surprise, BNL beat the consensus estimate 6 times (50%), missed 5 and landed in line 1.

Across its last 12 quarters with a measured reaction, BNL moved an average of ±2.8% in the first session after reporting. It closed higher 33% of the time; the largest gain was 4.2% and the largest drop -5.0%.

BNL fell in the first session after 4 of its last 6 EPS beats (67%). A beat that was already priced in, or weaker guidance, can send a stock lower. In 2 of the 4 of those falls where price data is available, the stock had already risen before the report.

Across its last 12 quarters with price data, BNL moved an average of +0.9% in the 20 trading sessions before reporting and was higher in 33% of them. After a run-up of 3% or more (4 quarters), it fell the next day 100% of the time, averaging -2.7%. After a drop of 3% or more (3 quarters), it rose the next day 33% of the time, averaging -1.3%. This describes past reports; it is not a forecast.

In 5 reports BNL opened at least 1% away from the previous close. It gave back half or more of that gap by the close 2 of 5 times (40%), and fully reversed 2 times. A fade means the opening move was partly undone during the first session.

How we calculate these numbers · BNL: 12 reported quarters, latest Jul 29, 2026. Information only, not investment advice.

Earnings this week

Every report this week with expected moves.

Biggest expected earnings moves

Options-implied vs historical move, ranked.