Essential Properties Realty Trust, Inc. (EPRT) Q4 2025 Earnings Call Transcript

SA Transcripts158.35K FollowersFollow5ShareSaveCommentsQ4: 2026-02-11 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of $0.34 beats by $0.01 | Revenue of $149.87M (25.19% Y/Y) beats by $9,620.00 Essential Properties Realty Trust, Inc. (EPRT) Q4 2025 Earnings Call February 12, 2026 10:00 AM EST Company Participants Sheryl KaulPeter Mavoides - President, CEO & DirectorA. Peil - Executive VP & Chief Investment OfficerMax Jenkins - Executive VP & COORobert Salisbury - Executive VP, CFO and Head of Corporate Finance & Strategy and Secretary Conference Call Participants Michael Goldsmith - UBS Investment Bank, Research DivisionGreg McGinniss - Scotiabank Global Banking and Markets, Research DivisionCaitlin Burrows - Goldman Sachs Group, Inc., Research DivisionJana Galan - BofA Securities, Research DivisionEric Borden - BMO Capital Markets Equity ResearchNicholas Joseph - Citigroup Inc., Research DivisionRichard Hightower - Barclays Bank PLC, Research DivisionRavi Vaidya - Mizuho Securities USA LLC, Research DivisionJohn KilichowskiRyan Caviola - Green Street Advisors, LLC, Research DivisionJay Kornreich - Cantor Fitzgerald & Co., Research DivisionDaniel Guglielmo - Capital One Securities, Inc., Research DivisionJohn Massocca - B. Riley Securities, Inc., Research Division Presentation Operator Good morning, ladies and gentlemen, and welcome to Essential Properties Realty Trust's fourth quarter 2025 earnings conference call. This conference call is being recorded, and a replay of the call will be available 3 hours after the completion of the call for the next 2 weeks. [Operator Instructions] On the call with us this morning are Mr. Pete Mavoides, President and Chief Executive Officer; Rob Salisbury, Chief Financial Officer; Max Jenkins, Chief Operating Officer; A.J. Peil, Chief Investment Officer; and Sheryl Kaul, Director of Financial Planning and Data Analytics. It is now my pleasure to turn the conference over to Sheryl Kaul. Please go ahead, ma'am.

Sheryl Kaul Thank you, operator. Good morning, everyone, and thank you for joining us today for Essential Properties' fourth quarter 2025 earnings conference call. During this conference call, we will make certain statements that may be considered forward-looking statements under federal securities law. The company's actual future results