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WHLRWheeler Real Estate Investment Trust, Inc.
$1.52$550222
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HomeStocksWHLRFinancials

Wheeler Real Estate Investment Trust, Inc. (WHLR) Financials

16Y historyFree accessUpdated daily

The company's NOI margin has experienced severe compression, falling from 70.3% in 2025Q2 to 22.4% in 2026Q1, reflecting significant operational instability.

WHLR Income Statement

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly
MetricTTMDec'25Dec'24Dec'23Dec'22Dec'21Dec'20Dec'19Dec'18Dec'17Dec'16Dec'15Dec'14Dec'13Dec'12Dec'11Dec'10
Revenue99.41M99.44M104.57M102.33M76.64M61.31M60.83M63.05M65.79M58.53M44.16M26.37M17.16M8.71M2.43M1.93M1.85M
Revenue Growth %-3.54%-4.9%2.2%33.51%25.01%0.8%-3.52%-4.17%12.39%32.55%67.43%53.71%97.06%257.75%26.42%3.84%-
Property Operating Expenses42.98M33.04M35.1M34.87M25.73M19.62M18.89M19.13M45.56M41.62M32.54M25.23M12.54M5.18M1.34M1.27M1.25M
Net Operating Income (NOI)56.43M66.4M69.47M67.45M50.91M41.69M41.94M43.92M20.22M16.91M11.63M1.14M4.62M3.53M1.09M660.03K599.9K
NOI Margin %56.77%66.77%66.44%65.92%66.43%68%68.95%69.66%30.74%28.9%26.33%4.33%26.95%40.5%44.89%34.28%32.36%
Operating Expenses21.69M34.65M31.94M38.05M26.32M22.18M23.52M33.06M6.07M14.35M6.62M6.41M16.37M5.4M2.3M1.21M858.06K
G&A Expenses11.71M11.71M10.98M11.75M8.62M7.14M5.83M6.66M8.3M6.25M11.49M14.59M9.45M5.4M2.3M1.21M858.06K
EBITDA58.11M54.69M62.85M57.91M44.14M34.32M35.25M30.91M41.25M28.8M25.64M11.61M-3.53M1.59M-383.5K190.33K474.69K
EBITDA Margin %58.46%55%60.1%56.59%57.59%55.98%57.95%49.03%62.7%49.2%58.06%44.03%-20.54%18.25%-15.76%9.89%25.6%
Depreciation & Amortization23.37M22.94M25.32M28.5M19.54M14.81M16.83M20.06M27.09M26.23M20.64M16.88M8.22M3.47M822.15K744.93K732.85K
D&A / Revenue %23.51%23.07%24.21%27.85%25.49%24.16%27.67%31.82%41.18%44.81%46.73%64.01%47.91%39.82%33.78%38.69%39.53%
Operating Income34.74M31.75M37.53M29.41M24.6M19.51M18.42M10.85M14.16M2.57M5M-5.27M-11.75M-1.88M-1.21M-554.6K-258.16K
Operating Margin %34.95%31.93%35.89%28.74%32.09%31.82%30.28%17.22%21.52%4.39%11.33%-19.98%-68.45%-21.56%-49.53%-28.81%-13.92%
Interest Expense4M31.06M027.7M21.39M33.03M00000000000
Interest Coverage-1.48x-1.22x0.60x0.72x-----------
Non-Operating Income-8.06M-14.18M7.2M-4.42M11.67M-4.17M-577K-5.2M000000000
Pretax Income11.29M14.86M768K6.13M-8.47M-9.35M287K-8.13M-17.77M-14.16M-12.96M-21.38M-11.75M-4.38M-1.21M-554.6K-258.16K
Pretax Margin %11.36%14.95%0.73%5.99%-11.05%-15.25%0.47%-12.89%-27.01%-24.19%-29.34%-81.05%-68.45%-50.25%-49.53%-28.81%-13.92%
Income Tax026K1K48K02K015K40K137K107.46K000000
Effective Tax Rate %0%0.17%0.13%0.78%0%-0.02%0%-0.18%-0.23%-0.97%-0.83%0%0%0%0%0%0%
Net Income5.86M8.77M-9.58M-4.69M-12.45M-9.44M245K-8.04M-16.5M-13.6M-11.89M-20.03M-10.55M-3.66M-1.16M-554.6K-258.16K
Net Margin %5.9%8.82%-9.16%-4.58%-16.25%-15.4%0.4%-12.75%-25.08%-23.23%-26.93%-75.93%-61.48%-42.04%-47.73%-28.81%-13.92%
Net Income Growth %119.87%191.58%-104.31%62.37%-31.89%-3954.29%103.05%51.28%-21.36%-14.34%40.62%-89.82%-188.24%-215.06%-109.48%-114.83%-
Funds From Operations (FFO)29.23M31.71M15.74M23.82M7.09M5.37M17.07M12.02M10.59M12.63M8.75M-3.14M-2.33M-193.3K-339.63K190.33K474.69K
FFO Margin %29.41%31.89%15.05%23.27%9.25%8.75%28.07%19.06%16.1%21.59%19.81%-11.92%-13.58%-2.22%-13.95%9.89%25.6%
FFO Growth %160.83%101.49%-33.91%236.09%32.03%-68.57%42.07%13.49%-16.19%44.46%378.21%-34.93%-1105.28%43.09%-278.44%-59.9%-
FFO per Share80.76889.99---------------
FFO Payout Ratio %11.02%0%0%0%0%0%0%0%137.78%164.16%202.29%-451.46%-233.18%-1493.34%-37.12%147.84%67.63%
EPS (Diluted)16.20-36.01-999999.00-999999.00-999999.00-999999.00-999999.00-999999.00-999999.00-999999.00-999999.00-999999.00-999999.00-999999.00-999999.00-999999.00-999999.00
EPS Growth %-100%100%-31504.83%79.27%-61.65%-42.36%59.14%28.24%-19.94%-38.09%90.94%-51.08%-119.51%-134.29%-38.22%-44.33%-
EPS (Basic)--36.01-999999.00-999999.00-999999.00-999999.00-999999.00-999999.00-999999.00-999999.00-999999.00-999999.00-999999.00-999999.00-999999.00-999999.00-999999.00
Diluted Shares Outstanding361.99K35.63K000000000000000

Key Metrics

Growth RegimeContracting
ProfitabilityStrained
Balance SheetVulnerable
Cash FlowMixed
Top Statement Risk

Capital structure insolvency risk

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Persistent Revenue Contraction Trends

According to the latest quarterly financial disclosures, Wheeler REIT experienced a -0.1% revenue decline in 2026Q1, continuing a broader trend of top-line erosion that has seen year-over-year growth remain negative for most of the last ten quarters, signaling significant challenges in maintaining portfolio-wide rental income stability.

The consistent inability to generate positive revenue growth suggests that the company's secondary market strategy may be struggling against tenant attrition or an inability to push rents in its core Mid-Atlantic and Southeast markets. Investors should monitor whether this contraction is driven by deliberate asset pruning or an involuntary loss of occupancy that could further pressure the company's thin operating margins.

Operating Margin Volatility and Risk

As reported in recent income statements, the NOI margin plummeted to 22.4% in 2026Q1 from a 2025 peak of 70.3%, indicating that the company's property-level cost structure is highly sensitive to occupancy fluctuations and potentially rising maintenance or tax burdens within its necessity-based retail portfolio.

The sharp compression in NOI margins suggests that the fixed-cost nature of the REIT's retail centers is becoming a liability during periods of revenue weakness. This volatility implies that the company lacks the operational scale to absorb localized economic shocks, making the bottom line highly susceptible to even minor changes in tenant performance.

FFO Instability and Dilution Concerns

Based on the provided financial data, FFO per share has exhibited extreme, non-linear volatility, with figures ranging from massive positive spikes to deep negative values, which suggests that the company's reported earnings metrics are heavily distorted by non-recurring items and complex capital structure adjustments.

The erratic nature of FFO and AFFO figures makes it difficult to assess the true cash-generating capacity of the underlying real estate assets. The lack of consistent, positive AFFO suggests that the company may be struggling to cover its preferred dividend obligations and recurring capital expenditures, warranting extreme caution regarding the sustainability of its current equity structure.

Capital Structure and Accounting Distortions

Financial filings indicate that the company's reported net income is frequently disconnected from cash flow realities, with extreme EPS fluctuations and negative AFFO in multiple periods, suggesting that the REIT's capital structure may be creating significant accounting noise that obscures the underlying property performance.

The presence of massive, non-representative EPS figures and the reliance on complex preferred equity instruments suggest that the company is operating under significant financial stress. Investors should investigate whether the reported book values of the real estate assets are supported by current market conditions or if future impairment charges are likely to further erode the common equity base.

WHLR — Frequently Asked Questions

Quick answers to the most common questions about buying WHLR stock.

What was Wheeler Real Estate Investment Trust, Inc.'s (WHLR) revenue in 2025?

For fiscal year 2025, Wheeler Real Estate Investment Trust, Inc. (WHLR) reported total revenue of $99.4M. This represents a 5263.7% increase compared to $1.9M in 2010.

Is Wheeler Real Estate Investment Trust, Inc. (WHLR) profitable?

Wheeler Real Estate Investment Trust, Inc. (WHLR) is profitable, generating $8.8M in net income for the fiscal year ending 2025 with a net profit margin of 8.8%.

What is Wheeler Real Estate Investment Trust, Inc.'s operating profit margin?

Wheeler Real Estate Investment Trust, Inc. (WHLR) reported an operating income of $31.7M, resulting in an operating profit margin of 31.9%. This margin reflects the operational efficiency of the business before interest and taxes.

What is Wheeler Real Estate Investment Trust, Inc.'s gross profit and gross margin?

Wheeler Real Estate Investment Trust, Inc. (WHLR) generated $66.4M in gross profit for the year, representing a gross profit margin of 66.8%. This demonstrates the company's core pricing power and production efficiency.