GOODNMEDIUM SIGNALFINANCIAL10-K

GOODN significantly expanded operations with 21.6% debt increase and 9.5% share dilution while operating cash flow surged 54.8%, though net income declined 19.6%.

The company appears to be in an active growth phase, raising capital through both debt and equity markets to fund expansion while maintaining strong operational cash generation. The divergence between declining net income and surging operating cash flow suggests non-cash charges or timing differences that warrant closer examination of the cash flow statement details.

Comparing 2026-02-18 vs 2025-02-18View on EDGAR →
FINANCIAL ANALYSIS

GOODN executed a significant capital raise strategy, increasing total debt by 21.6% to $843.5M and diluting shares by 9.5% while growing total assets 13.9% to $1.2B. Operating cash flow surged an impressive 54.8% to $88.2M, indicating strong operational performance, but net income fell 19.6% to $19.3M, creating a notable disconnect between cash generation and reported profitability. The overall picture suggests an aggressive growth phase with strong cash flow fundamentals but compressed margins or increased non-cash expenses affecting bottom-line earnings.

FINANCIAL STATEMENT CHANGES
Operating Cash Flow
Cash Flow
+54.8%
$57.0M$88.2M

Operating cash flow surged 54.8% — exceptional cash generation, highest quality earnings signal.

Total Debt
Balance Sheet
+21.6%
$693.4M$843.5M

Debt rose 21.6% — additional borrowing for investment or operations; monitor coverage ratios.

Total Liabilities
Balance Sheet
+20.2%
$753.0M$905.0M

Liabilities increased 20.2% — monitor debt-to-equity ratio and interest coverage.

Net Income
P&L
-19.6%
$24.0M$19.3M

Net income declined 19.6% — review whether driven by operations, interest costs, or non-recurring items.

Total Assets
Balance Sheet
+13.9%
$1.1B$1.2B

Asset base grew 13.9% — expansion through organic growth, acquisitions, or capital deployment.

LANGUAGE CHANGES
NEW — 2026-02-18
PRIOR — 2025-02-18
ADDED
There were 48,406,993 shares of the Registrant s common stock, $0.001 par value per share, outstanding as of February 18, 2026.
Certain of our tenants may be unable to pay rent, which could adversely affect our cash available to make distributions to our stockholders.
We believe that moderate leverage is prudent and we aspire to reduce our leverage over time.
In addition to our use of leverage, we were active in the equity markets during 2025 by issuing shares of common stock under our common stock at-the-market program, pursuant to our current At-the-Market Equity Offering Sales Agreement (defined below as the 2024 Common Stock Sales Agreement).
1 to the At-the-Market Equity Offering Sales Agreement with sales agents Robert W.
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REMOVED
There were 44,192,741 shares of the Registrant s common stock, $0.001 par value per share, outstanding as of February 18, 2025.
Certain of our tenants and borrowers may be unable to pay rent or make mortgage payments, which could adversely affect our cash available to make distributions to our stockholders.
As of February 18, 2025: we owned 135 properties totaling 16.9 million square feet (all references herein and throughout the Notes to Consolidated Financial Statements to the number of properties and square footage are unaudited) of rentable space, located in 27 states; our occupancy rate was 98.7%; the weighted average remaining term of our mortgage debt was 3.4 years, and the weighted average interest rate was 4.29%; and the average remaining lease term of the portfolio was 6.9 years.
Our strategy is to invest in and own a diversified portfolio of leased properties (primarily industrial and office) that we believe will produce stable cash flow and increase in value.
We believe that moderate leverage is prudent and we aspire to become an investment grade borrower over time.
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