Safehold (SAFE Quick QuoteSAFE - Free Report) reported $118.68 million in revenue for the quarter ended September 2026, representing a year-over-year increase of 23.4%. EPS of $0.41 for the same period compares to $0.41 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $117.64 million, representing a surprise of +0.88%. The company delivered an EPS surprise of -2.38%, with the consensus EPS estimate being $0.42.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Safehold performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenues- Interest income from sales-type leases: $78.77 million compared to the $78.27 million average estimate based on three analysts. The reported number represents a change of +8.8% year over year.
• Revenues- Operating lease income: $15.84 million versus the three-analyst average estimate of $16.09 million. The reported number represents a year-over-year change of -6.8%.
• Net income (Loss) per share- Diluted: $0.41 versus $0.42 estimated by three analysts on average.

View all Key Company Metrics for Safehold here>>>

Shares of Safehold have returned -2.9% over the past month versus the Zacks S&P 500 composite's -2.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.