Safehold reported Q3 2026 revenue of $118.68 million, up 23.4% year-over-year and slightly beating the consensus estimate of $117.64 million. However, EPS of $0.41 missed the estimated $0.42, representing a -2.38% surprise.
Interest income from sales-type leases grew 8.8% but operating lease income declined 6.8%. The stock carries a Zacks Rank #4 (Sell) rating and has underperformed the S&P 500 over the past month.