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PSPSTL

Postal Realty Trust, Inc.

$PSTL·$869M·REIT - Office·Real Estate
$22.75-2.5%YTD+43.4%1Y+59.5%
Mentions · last 7 days
2026-07-30: 0 posts2026-07-31: 0 posts2026-08-01: 0 posts2026-08-02: 2 posts2026-08-03: 5 posts2026-08-04: 6 posts2026-08-05: 4 posts17
Price updated 11m ago·X counts updated 21h ago
PSPSTL
$PSTLPostal Realty Trust, Inc.
$22.75-2.47%17 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $PSTL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-05

The move is getting stronger, with heavier trading behind it.

The Postal Realty Trust USPS-property REIT up 65% t12m — Q2 FFO beat 5%, revenue +22% YoY, at 82% of range.

Postal Realty Trust is a small-cap ($869M mcap) REIT specializing in USPS single-tenant net-lease properties as the largest owner of USPS facilities nationally — a business up 65% t12m and 43% YTD as multi-quarter portfolio-execution combined with the Aug 4 Q2 FFO beat reset the multi-year compounder trajectory to 82% of range.

  • The Q2 print was decisive: EPS of $0.15 vs $0.14 estimate (5.5% beat), revenue of $28.0M vs $26.3M estimate (6.7% beat, +22.4% YoY), gross margin at 88.8%, operating margin at 39.5%, and the four-quarter cadence of -58% to +25% EPS surprises reflects sustained sell-side underestimation of the specific USPS-property acquisition trajectory.
  • The specific USPS-facility niche is the specific commercial-differentiation moat — as the largest owner of USPS facilities nationally, PSTL benefits from specific e-commerce and last-mile delivery infrastructure tailwinds, exactly the specific mission-critical logistics narrative that supports the multi-quarter compounder trajectory.
  • The financial profile is a specialty net-lease REIT: TTM P/E of 42.0x, ROIC of 134% (specific REIT accounting), gross margin of 78.1%, operating margin of 37.7%, D/E of 0 (essentially unlevered), FCF yield of 3.2% — the specific pattern where a niche USPS-property REIT generates specific compounder-quality returns.
  • The FY26 sell-side EPS estimate of $0.61 rising to $0.66 in FY27 reflects continued mid-single-digit growth from the compound of USPS property acquisitions plus specific NAV expansion.

The Nov 3 Q3 print is next — USPS acquisition trajectory, occupancy commentary, and FY26 outlook. Continued execution extends the +65% t12m; a soft print at 82% of range invites mean-reversion.

What to watch: The Nov 3 Q3 print — USPS acquisition trajectory, occupancy commentary, and FY26 outlook.

On the calendar: 2026-11-03 — Q3 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

REIT specializing in leasing post office buildings to the United States Postal Service across rural and suburban communities.

Industry overviewAI analysisGenerated by AI from underlying data

Where REIT - Office sits in its cycle right now — and what that implies for $PSTL.

REIT - Office · Real Estate

Top industry ETF

$XLREReal Estate Select Sector SPDR
+12.0%YTD
+8.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
42.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
134%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
37.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
8.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
5.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
78.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$0.15$0.14+5.5%
Q1 2026May 5, 2026$0.11$0.10+7.1%
Q4 2025Feb 24, 2026$0.15$0.12+25.0%
Q3 2025Nov 4, 2025$0.13$0.31-58.1%
Next earningsTue, Nov 3·consensus EPS $0.16

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$28.6M+22.4%88.8%39.5%$0.15$0
Q1 FY26$26.7M+20.8%30.9%34.5%$0.11$9.8M
Q4 FY25$26.0M+21.7%114%39.2%$0.16$9.6M
Q3 FY25$24.3M+23.7%78.5%37.6%$0.13$8.8M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$103.8M$101.8M – $106.4M$0.61$0.56 – $0.623
FY27$115.4M$107.4M – $121.9M$0.66$0.65 – $0.673
FY28$129.3M$128.5M – $130.1M$0.66$0.51 – $0.812
FY29$149.4M$139.9M – $156.2M$0.75$0.69 – $0.791
FY30$152.8M$143.0M – $159.7M$0.81$0.74 – $0.861

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.83%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-1.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+19.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 35.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.795-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMar 4Jeremy GarberPres., Treasurer & Secretary19.9K sh$410K
+ 4 other (4 awards) in window

See when $PSTL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementAug 58-K — Item 1.01: Material agreement
424B5Prospectus supplement (offering)Aug 5424B5
S-3ASRAuto-shelf registrationAug 5S-3ASR
8-KMaterial agreementJul 78-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
8-KOfficer or director changeJun 28-K — Item 5.02: Officer or director change
8-KOfficer or director changeMay 198-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
424B5Prospectus supplement (offering)Feb 24424B5
+ 13 other (3 earnings 8-Ks · 3 proxys · 2 10-Qs · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Postal Realty Trust, Inc. (PSTL) Q2 2026 Earnings Call Transcriptseekingalpha.com·1d agoPostal Realty Trust (PSTL) Q2 Earnings: Taking a Look at Key Metrics Versus Estimateszacks.com·2d agoPostal Realty Trust (PSTL) Meets Q2 FFO Estimateszacks.com·2d agoPostal Realty Trust, Inc. Reports Second Quarter 2026 Resultsglobenewswire.com·2d agoPostal Realty Trust Declares Second Quarter 2026 Dividendglobenewswire.com·3d ago
Voices on X · top 1 · last 7 days

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