EdgarLookup

Wheeler Real Estate Investment Trust, Inc. — Financial Data

Annual figures from SEC EDGAR XBRL filings (10-K)

These figures are extracted directly from XBRL-tagged financial statements that Wheeler Real Estate Investment Trust, Inc. filed with the SEC as part of its annual 10-K reports. XBRL (eXtensible Business Reporting Language) is a structured data format the SEC requires for machine-readable financial disclosures. Values shown are as reported — negative figures indicate a loss and are shown in red.

Overview All Filings Annual Quarterly Insiders
8.8%
Profit Margin
Net income ÷ revenue
1.5%
Return on Assets
Net income ÷ assets
2166.85x
Debt-to-Equity
Total liabilities ÷ equity
-4.9%
Revenue Growth
Year over year

Revenue

Total revenue from all business activities — the top line of the income statement. Represents all money earned before any expenses are deducted.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 $99.45M Mar 5, 2026
FY2025 Dec 31, 2024 $104.57M Mar 5, 2026
FY2024 Dec 31, 2023 $102.33M Mar 4, 2025
FY2023 Dec 31, 2022 $76.65M Mar 5, 2024
FY2022 Dec 31, 2021 $61.31M Mar 2, 2023
FY2020 Dec 31, 2020 $61.00M Feb 28, 2022
FY2020 Dec 31, 2019 $63.16M Mar 18, 2021
FY2019 Dec 31, 2018 $65.28M Feb 26, 2020
FY2017 Dec 31, 2017 $14.30M Mar 7, 2018
FY2017 Sep 30, 2017 $15.20M Mar 7, 2018

Revenue

Revenue recognized from contracts with customers under ASC 606, excluding taxes collected on behalf of government authorities. This is the primary revenue concept for many companies.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 $1.75M Mar 5, 2026
FY2025 Dec 31, 2024 $2.17M Mar 5, 2026
FY2024 Dec 31, 2023 $1.99M Mar 4, 2025
FY2023 Dec 31, 2022 $1.45M Mar 5, 2024
FY2022 Dec 31, 2021 $942.0K Mar 2, 2023
FY2020 Dec 31, 2020 $964.0K Feb 28, 2022
FY2020 Dec 31, 2019 $720.0K Mar 18, 2021

Net Income

The bottom-line profit — what remains after all operating expenses, interest, taxes, and other costs are deducted. A negative value means the company reported a net loss for the year.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 $8.77M Mar 5, 2026
FY2025 Dec 31, 2024 ($9.63M) Mar 5, 2026
FY2024 Dec 31, 2023 ($4.69M) Mar 4, 2025
FY2023 Dec 31, 2022 ($12.45M) Mar 5, 2024
FY2022 Dec 31, 2021 ($9.44M) Mar 2, 2023
FY2020 Dec 31, 2020 $245.0K Feb 28, 2022
FY2020 Dec 31, 2019 ($8.04M) Mar 18, 2021
FY2019 Dec 31, 2018 ($16.50M) Feb 26, 2020
FY2018 Dec 31, 2017 ($12.09M) Feb 28, 2019
FY2018 Dec 31, 2016 ($11.20M) Feb 28, 2019

Operating Income

Profit from core business operations before interest expense and income taxes (also known as EBIT). Excludes non-operating items, making it a cleaner measure of operational efficiency than net income.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 $43.22M Mar 5, 2026
FY2025 Dec 31, 2024 $37.53M Mar 5, 2026
FY2024 Dec 31, 2023 $29.41M Mar 4, 2025
FY2023 Dec 31, 2022 $24.60M Mar 5, 2024
FY2022 Dec 31, 2021 $19.51M Mar 2, 2023
FY2020 Dec 31, 2020 $18.42M Feb 28, 2022
FY2020 Dec 31, 2019 $10.85M Mar 18, 2021
FY2019 Dec 31, 2018 $2.46M Feb 26, 2020
FY2017 Dec 31, 2017 ($4.95M) Mar 7, 2018
FY2017 Sep 30, 2017 $1.78M Mar 7, 2018

Operating Cash Flow

Cash generated from core business operations — a more reliable measure of financial health than net income because it strips out non-cash items like depreciation and one-time charges.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 $21.13M Mar 5, 2026
FY2025 Dec 31, 2024 $25.99M Mar 5, 2026
FY2024 Dec 31, 2023 $20.93M Mar 4, 2025
FY2023 Dec 31, 2022 $30.76M Mar 5, 2024
FY2022 Dec 31, 2021 $17.04M Mar 2, 2023
FY2020 Dec 31, 2020 $15.78M Feb 28, 2022
FY2020 Dec 31, 2019 $15.25M Mar 18, 2021
FY2019 Dec 31, 2018 $22.00M Feb 26, 2020
FY2018 Dec 31, 2017 $23.82M Feb 28, 2019
FY2018 Dec 31, 2016 $11.10M Feb 28, 2019

Capital Expenditures (Capex)

Cash spent on acquiring or upgrading physical assets — property, equipment, and infrastructure. High capex businesses include manufacturing, telecom, and energy companies.

Fiscal Year Period End Value Filed
FY2022 Dec 31, 2022 $8.51M Mar 2, 2023
FY2022 Dec 31, 2021 $6.41M Mar 2, 2023
FY2020 Dec 31, 2020 $2.27M Feb 28, 2022
FY2020 Dec 31, 2019 $2.71M Mar 18, 2021
FY2019 Dec 31, 2018 $5.57M Feb 26, 2020
FY2018 Dec 31, 2017 $7.31M Feb 28, 2019
FY2018 Dec 31, 2016 $1.89M Feb 28, 2019
FY2017 Dec 31, 2015 $531.0K Mar 7, 2018
FY2016 Dec 31, 2014 $521.4K Feb 28, 2017
FY2015 Dec 31, 2013 $707.1K Mar 10, 2016

Total Assets

The total value of everything the company owns or controls — cash, investments, receivables, property, equipment, and intangibles. Reported as of fiscal year end.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 $601.73M Mar 5, 2026
FY2025 Dec 31, 2024 $653.70M Mar 5, 2026
FY2024 Dec 31, 2023 $668.33M Mar 4, 2025
FY2023 Dec 31, 2022 $684.54M Mar 5, 2024
FY2022 Dec 31, 2021 $465.28M Mar 2, 2023
FY2020 Dec 31, 2020 $489.38M Feb 28, 2022
FY2020 Dec 31, 2019 $484.37M Mar 18, 2021
FY2019 Dec 31, 2018 $508.08M Feb 26, 2020
FY2018 Dec 31, 2017 $457.67M Feb 28, 2019
FY2017 Dec 31, 2016 $489.05M Mar 7, 2018

Total Liabilities

All financial obligations owed to outside parties — including debt, accounts payable, accrued expenses, and deferred revenue. Subtracting liabilities from total assets gives stockholders' equity.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 $507.04M Mar 5, 2026
FY2025 Dec 31, 2024 $537.05M Mar 5, 2026
FY2024 Dec 31, 2023 $526.80M Mar 4, 2025
FY2023 Dec 31, 2022 $531.98M Mar 5, 2024
FY2022 Dec 31, 2021 $368.93M Mar 2, 2023
FY2020 Dec 31, 2020 $376.97M Feb 28, 2022
FY2020 Dec 31, 2019 $371.13M Mar 18, 2021
FY2019 Dec 31, 2018 $386.87M Feb 26, 2020
FY2018 Dec 31, 2017 $333.84M Feb 28, 2019
FY2017 Dec 31, 2016 $331.32M Mar 7, 2018

Stockholders Equity

The net worth attributable to shareholders: total assets minus total liabilities. Also called book value. Can be negative if liabilities exceed assets, which is common in capital-intensive industries.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 $234.0K Mar 5, 2026
FY2025 Dec 31, 2024 ($25.37M) Mar 5, 2026
FY2024 Dec 31, 2023 ($21.29M) Mar 4, 2025
FY2023 Dec 31, 2022 ($15.16M) Mar 5, 2024
FY2022 Dec 31, 2021 $1.86M Mar 2, 2023
FY2020 Dec 31, 2020 $14.92M Feb 28, 2022
FY2020 Dec 31, 2019 $23.93M Mar 18, 2021
FY2019 Dec 31, 2018 $42.06M Feb 26, 2020
FY2018 Dec 31, 2017 $63.51M Feb 28, 2019
FY2017 Dec 31, 2016 $94.83M Mar 7, 2018

Goodwill

An intangible asset representing the premium paid above fair value when acquiring another company. A large goodwill balance signals a history of acquisitions at premium prices.

Fiscal Year Period End Value Filed
FY2019 Dec 31, 2018 $0 Feb 26, 2020
FY2018 Dec 1, 2018 $5.49M Feb 28, 2019
FY2019 Dec 31, 2017 $5.49M Feb 26, 2020
FY2017 Dec 31, 2016 $5.49M Mar 7, 2018
FY2016 Dec 31, 2015 $5.49M Feb 28, 2017
FY2016 Dec 31, 2014 $7.00M Feb 28, 2017
FY2016 Oct 24, 2014 $7.00M Feb 28, 2017
FY2014 Dec 31, 2013 $0 Mar 25, 2015

Retained Earnings

Cumulative net income kept by the company rather than distributed as dividends. A growing retained earnings balance indicates consistent profitability; a deficit indicates cumulative losses.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 ($350.88M) Mar 5, 2026
FY2025 Dec 31, 2024 ($347.03M) Mar 5, 2026
FY2024 Dec 31, 2023 ($324.85M) Mar 4, 2025
FY2023 Dec 31, 2022 ($295.62M) Mar 5, 2024
FY2022 Dec 31, 2021 ($274.11M) Mar 2, 2023
FY2020 Dec 31, 2020 ($260.87M) Feb 28, 2022
FY2020 Dec 31, 2019 ($251.58M) Mar 18, 2021
FY2019 Dec 31, 2018 ($233.18M) Feb 26, 2020
FY2018 Dec 31, 2017 ($204.93M) Feb 28, 2019
FY2017 Dec 31, 2016 ($170.38M) Mar 7, 2018

Cash & Equivalents

Highly liquid assets the company holds — cash on hand, bank balances, and short-term investments with maturities of three months or less. A key indicator of short-term financial health.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 $23.66M Mar 5, 2026
FY2025 Dec 31, 2024 $42.96M Mar 5, 2026
FY2024 Dec 31, 2023 $18.40M Mar 4, 2025
FY2023 Dec 31, 2022 $28.49M Mar 5, 2024
FY2022 Dec 31, 2021 $22.90M Mar 2, 2023
FY2020 Dec 31, 2020 $7.66M Feb 28, 2022
FY2020 Dec 31, 2019 $5.45M Mar 18, 2021
FY2019 Dec 31, 2018 $3.54M Feb 26, 2020
FY2018 Dec 31, 2017 $3.68M Feb 28, 2019
FY2017 Dec 31, 2016 $4.86M Mar 7, 2018

Long-Term Debt

Debt obligations due more than one year from the balance sheet date — bonds, term loans, and notes payable. High long-term debt relative to equity can signal elevated financial leverage.

Fiscal Year Period End Value Filed
FY2023 Dec 31, 2023 $477.57M Mar 5, 2024
FY2023 Dec 31, 2022 $466.03M Mar 5, 2024
FY2022 Dec 31, 2021 $336.43M Mar 2, 2023
FY2020 Dec 31, 2020 $347.10M Feb 28, 2022
FY2020 Dec 31, 2019 $342.89M Mar 18, 2021
FY2019 Dec 31, 2018 $364.47M Feb 26, 2020
FY2018 Dec 31, 2017 $308.12M Feb 28, 2019
FY2012 Dec 31, 2012 $31.84M Apr 1, 2013

EPS (Basic)

Net income divided by the weighted average shares outstanding. Basic EPS does not account for dilutive securities like options or convertible bonds — use diluted EPS for a more conservative view.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 (36) Mar 5, 2026
FY2025 Dec 31, 2024 (346,484) Mar 5, 2026
FY2024 Dec 31, 2023 (13,157) Mar 4, 2025
FY2023 Dec 31, 2022 (22) Mar 5, 2024
FY2022 Dec 31, 2021 (1) Mar 2, 2023
FY2020 Dec 31, 2020 0 Feb 28, 2022
FY2012 Dec 31, 2012 0 Apr 1, 2013

EPS (Diluted)

Net income divided by the fully diluted share count — including all potential shares from options, warrants, and convertible instruments. The more conservative and widely cited EPS figure.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 (36) Mar 5, 2026
FY2025 Dec 31, 2024 (346,484) Mar 5, 2026
FY2024 Dec 31, 2023 (13,157) Mar 4, 2025
FY2023 Dec 31, 2022 (22) Mar 5, 2024
FY2022 Dec 31, 2021 (1) Mar 2, 2023
FY2020 Dec 31, 2020 0 Feb 28, 2022
FY2012 Dec 31, 2012 0 Apr 1, 2013

Shares Outstanding

Total common shares issued and held by all shareholders, excluding treasury shares. Combined with market price gives market capitalization.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 631,866 Mar 5, 2026
FY2025 Dec 31, 2024 311 Mar 5, 2026
FY2024 Dec 31, 2023 18,670 Mar 4, 2025
FY2023 Aug 7, 2023 980,919 Mar 5, 2024
FY2023 Aug 6, 2023 9.81M Mar 5, 2024
FY2023 Dec 31, 2022 979,396 Mar 5, 2024
FY2022 Dec 31, 2021 9.72M Mar 2, 2023
FY2020 Dec 31, 2020 9.70M Feb 28, 2022
FY2020 Dec 31, 2019 9.69M Mar 18, 2021
FY2019 Dec 31, 2018 9.51M Feb 26, 2020