CareTrust REIT Q3 2026 Revenue Tops Estimates at $134.5M, but EPS Misses at $0.35

CareTrust REIT (CTRE) posted mixed third-quarter 2026 results, with revenue above the estimate and adjusted EPS below it. Revenue was $134.5 million, up 29% from a year earlier, above the $133.3 million estimate, and adjusted EPS was $0.35, unchanged from a year earlier, below the $0.40 estimate.

Shares rose 0.0% in after-hours trading as of 4:02 p.m. ET, to $37.18 from a $37.17 close.

Q3 2026 scorecard

By our calculation, revenue was $1.2 million above the estimate and adjusted EPS was $0.05 below it. The QoQ column compares with the previous quarter's revenue of $118.2 million and adjusted EPS of $0.38. The YoY column compares with $104.3 million and $0.35 in the same quarter a year earlier.

Track record

• EPS record. Adjusted EPS beat the estimate in 2 of the last 8 reports, including this one.
• Revenue record. Revenue beat the estimate in 6 of the last 8 reports.
• Revenue trend. Revenue over the last 5 reports, oldest first: $104.3 million, $106.3 million, $114.2 million, $118.2 million and $134.5 million.

What to watch

• Next-quarter estimates. Consensus calls for EPS of $0.41 and revenue of $143.0 million next quarter, based on 3 analysts.
• Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 29% increase to $134.5 million.
• Estimate record. Whether CareTrust REIT returns to beating EPS estimates, which it did in 2 of its last 8 reports.
• Related coverage. See our reports on Diodes, Workiva, Outfront Media and Viasat.

Sources: Results are from CareTrust REIT's Nov. 5, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from CareTrust REIT's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.