Real Estate·Other Specialized REITs·$2.8B
Four Corners Property Trust (FCPT) is a real estate investment trust (REIT) that focuses on acquiring and managing properties leased to restaurant operators. With a market cap of $3 billion, it plays a significant role in the retail real estate sector, particularly as consumer spending patterns evolve post-pandemic.
EPS
Earnings per share (EPS) is a key indicator of profitability and will show how well the company is managing its expenses relative to its income.
Revenue
Total revenue provides insight into the company's overall sales performance and growth trajectory, especially in the competitive retail market.
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EPS Beat Streak
0Q
EPS Beat Rate
38%
Avg EPS Surprise
+0.12%
Avg Stock Reaction
-0.41%
In Q4 2025, FCPT reported an EPS of $0.43, matching analyst expectations. However, the stock experienced a slight decline of 0.36% the following day.
Management Promises & Guidance
Analysts expect FCPT to report stable earnings with an EPS of $0.28 and revenue of $76 million. The market is closely watching for any signs of growth or challenges in the retail sector.
Bull Case
If FCPT exceeds EPS expectations, it could indicate strong property performance and effective management, potentially leading to a positive stock reaction.
Bear Case
Conversely, if the company misses EPS targets, it may raise concerns about its ability to navigate the current retail landscape, leading to a negative market response.
EPS
0.28Earnings per share (EPS) is a key indicator of profitability and will show how well the company is managing its expenses relative to its income.
Revenue
76MTotal revenue provides insight into the company's overall sales performance and growth trajectory, especially in the competitive retail market.
The print will turn on these two things.
Q1
Will FCPT achieve an EPS of at least $0.28?
This figure is crucial for assessing the company's profitability and could significantly influence investor sentiment.
Q2
What is the outlook for revenue growth in the current retail environment?
Understanding revenue trends will provide insights into the company's ability to attract and retain tenants amid changing consumer behaviors.
Why consensus could be wrong
The consensus may underestimate FCPT's ability to adapt to changing consumer trends, particularly in the restaurant sector, which could drive stronger-than-expected revenue.
Supporting Evidence
FCPT has a history of beating EPS estimates 75% of the time, indicating potential for positive surprises.
The options market is pricing in a larger move than historical averages, suggesting heightened investor expectations.
Recent trends in consumer spending may favor dining out, benefiting FCPT's tenant base.
Key Risk
If revenue growth exceeds $78 million, it could challenge the current bearish sentiment.
Pre-commit to what would confirm each case.
The market is debating whether FCPT can sustain its earnings growth in a challenging retail environment, making these thresholds critical.
Bull Confirmed If
An EPS of $0.30 or higher would confirm strong operational performance and positive market sentiment.
Bear Confirmed If
An EPS below $0.27 would raise concerns about the company's profitability and market position.
Implied Move
±3.1%
Historical Avg
±0.9%
The options market is pricing in a potential move of about 3.1%, suggesting that traders expect some volatility around the earnings report.
Options are pricing ±3.1% while FCPT has averaged ±0.9% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If FCPT beats expectations, history suggests the stock could rise by around 0.9%, confirming a positive outlook.
In-Line / Cautious
If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in the retail sector.
Miss
A miss could lead to a decline of about 0.81%, as investors reassess the company's growth prospects.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
VERIZON COMMUNICATIO
Apr 27, 2026