Farmland Partners Inc. (FPI) Earnings History

Farmland Partners Inc. - FY 2025 Earnings

Filed at: Feb 18, 2026, 4:05 PM EST|Read from source

EXECUTIVE SUMMARY

Farmland Partners Inc. reported a strong financial performance for fiscal year 2025, characterized by improved AFFO per share and significant balance sheet simplification through debt reduction and preferred unit redemption. The company also strategically pruned underperforming assets while increasing its quarterly dividend.

POSITIVE HIGHLIGHTS

  • •

    AFFO increased 27.0% to $17.9 million, or $0.39 per share, compared to $14.1 million, or $0.29 per share, in the prior year.

    positive
  • •

    Raised quarterly dividend by 50% to an annualized dividend of $0.36 per share, or $0.09 per quarter.

    positive
  • •

    Completed dispositions of 60 properties for aggregate consideration of $90.2 million, recognizing an aggregate net gain on sale of $34.9 million.

    positive
  • •

    Decreased total indebtedness by $43.0 million from $204.6 million at December 31, 2024 to $161.6 million at December 31, 2025.

    positive
  • •

    Repurchased 3,411,581 shares of its common stock at a weighted average price of $11.07 per share.

    positive

CONCERNS & RISKS

  • •

    Net income decreased by 47.6% to $32.2 million, or $0.65 per share available to common stockholders, compared to $61.5 million, or $1.19 per share, in the prior year.

    negative
  • •

    Total operating revenues decreased by 10.4% to $52.2 million in 2025 from $58.2 million in 2024.

    negative
  • •

    Net Operating Income (NOI) decreased by 10.7% to $41.9 million in 2025 from $46.9 million in 2024.

    negative
  • •

    Adjusted EBITDAre decreased by 16.2% to $30.1 million in 2025 from $35.9 million in 2024.

    negative
  • •

    Impairment of assets significantly increased to $17.8 million in 2025 from $0.8 million in 2024.

    attention

FINANCIAL METRICS

Revenue
Quarterly
N/A
N/A
Annual (YTD)
$52.18B
N/A
Prior year: $58.23B
Net Income
Quarterly
N/A
N/A
Annual (YTD)
$32.17B
N/A
Prior year: $61.45B
EPS (Diluted)
Quarterly
N/A
N/A
Annual (YTD)
$0.61
N/A
Prior year: $1.06
Operating Income
Quarterly
N/A
N/A
EPS (Basic)
Quarterly
N/A
N/A
Annual (YTD)
$0.65
N/A
Prior year: $1.19

MARGIN ANALYSIS

Net Margin
Current Quarter
61.7%
Prior Year
105.5%
YoY Change
-4387 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

MANAGEMENT GUIDANCE

Q3 2025

AFFO per share
$0.34
"Updated guidance for Q3 2025 was $0.34 per share at the midpoint, which AFFO exceeded."

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

SPECIAL ITEMS & ADJUSTMENTS

FY 2025
Gain on sale of assets
Recognized on 60 property dispositions.
+$34.9M
FY 2025
Gain on sale of MWA
Sold auction, brokerage and third-party management business.
+$1M
FY 2025
Solar lease arrangement income
Included in AFFO calculation.
+$1M
FY 2024
Income from forfeited deposits
Due to termination of a repurchase agreement.
+$1.2M
Total Impact
+$38.1M

Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.

MANAGEMENT COMMENTARY

We delivered a very strong financial performance in 2025, producing compelling AFFO per share, further pruning lesser performing and riskier assets at strong sale prices and fortifying and simplifying our balance sheet, eliminating the risk of a significant issuance of common shares at a dilutive stock price through the redemption of the remaining Series A preferred units in February 2026.

— Farmland Partners Inc., FY 2025 2025 Earnings Call

Our operating results continue to reflect the strength and resilience of our portfolio and the quality of our tenants. Despite ongoing crop pricing pressures, our tenants remain among the strongest farm operators in the country.

— Farmland Partners Inc., FY 2025 2025 Earnings Call

Farmland values also remain appealing, as evidenced by our continued ability to produce gains on asset dispositions.

— Farmland Partners Inc., FY 2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Properties Acquired
6
properties
Properties Disposed
60
properties

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.