Realty Income Corporation O
Revenue Intelligence Report • 47 quarters of SEC filing data • Updated 2026-03-15
Realty Income Corporation has a forecasted full-year revenue of $6.7B, a +17.2% year-over-year change, based on 47 quarters of SEC filing data. Key revenue drivers include SG&A ($31.20 per $1). The ARDL model has 5.7% MAPE.
Investment Thesis
The econometric model achieves strong accuracy (5.7% MAPE), suggesting Realty Income Corporation's revenue trajectory is well-characterized by its spending patterns. Each $1 of SG&A spending generates $31.20 in revenue, reflecting strong commercial efficiency.
Next FY Revenue
$6.74B
+17.2% YoY
SG&A Multiplier
$31.20 per $1
Model Accuracy
5.7% MAPE
Holdout validation: The model predicted $1.5B vs the actual $1.5B — an error of 3.1%.
Note:
Realty Income Corporation does not report R&D expenses separately. This analysis uses SG&A spending only.
Revenue Forecast
Quarterly Detail
| Quarter | Model Forecast | Actual | 95% Range | YoY Growth | Status |
|---|---|---|---|---|---|
| Q4 2025 | $1.5B | $1.5B | $1.4B – $1.6B | +14.4% | ✓ In range |
| Q2 2026 | $1.6B | $1.5B – $1.7B | +14.9% | ||
| Q3 2026 | $1.7B | $1.5B – $1.8B | +17.1% | ||
| Q4 2026 | $1.7B | $1.5B – $1.9B | +16.8% | ||
| Q1 2027 | $1.8B | $1.6B – $2.0B | +19.9% |
How Spending Drives Revenue
Reading this chart:
Each line shows the cumulative revenue generated per $1 spent over subsequent quarters. The effect builds over 4-5 quarters as investments mature.
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