NexPoint Residential Trust Inc (DE:5O4)
FRANKFURT:5O4
Earnings Data
Report Date
Jul 28, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.31Last Year’s EPS
-0.24Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized stabilizing operations and clear month-to-month improvement driven by technology, expense discipline, insurance savings, and successful value-add execution, while acknowledging a meaningful interest expense headwind, modest same-store revenue/NOI declines, and some one-time expense items. Management reaffirmed full-year guidance, highlighted liquidity and NAV upside, and identified fee-income optionality from the adviser platform to offset rate pressure. Overall, operational positives and forward-looking levers (AI, leasing momentum, hedging optionality, DST fee potential) outweigh the near-term financial headwinds tied to higher interest expense and elevated one-time spending.Company Guidance
Revenue and Net Loss Essentially Flat YoY
Q1 total revenue of $63.5M versus $63.2M in Q1 2025; net loss improved slightly to $6.8M ($0.27 per diluted share) from $6.9M ($0.27) a year ago, signaling stability in top-line results.
Occupancy and Leasing Trajectory Improving
Same-store physical occupancy closed Q1 at 93.6% (up from 92.6% at the start of the quarter); April month-to-date improved to 93.9% and leased percentage reached 95.9%. New lease trade-outs improved from -7.0% in January to ~-4% in April; blended trade-outs narrowed to ~-1.2% in April, showing clear monthly momentum.
Strong Operational Efficiency and Expense Wins
Same-store operating expenses declined 1.6% YoY; payroll reduced 4.3% driven by centralized operating model and AI leasing platform. Insurance renewal delivered a 13.3% YoY reduction (better than prior guidance range). Real estate tax decreased 11.2% in Q1.
Bad Debt and Concessions Advantage
Bad debt declined to 0.55% of gross potential rent in Q1, a 45.7% improvement YoY (from 1.02%). Portfolio concession rate was 1.9% of GPR versus 5.7% for comps (a 380 bps advantage), underscoring pricing discipline.
AI and Technology Driving Leasing Conversion
AI-powered platform processed 31,882 leads and converted 1,571 leases (4.9% lead-to-lease vs industry 3.2%); leads +26% YoY, applications +34%, move-ins +53%. Self-guided tours accounted for 24.7% of leases and converted at 59% rate, demonstrating strong tech-driven demand capture.
Value-Add Program Delivering Measurable ROI
Q1 completed 252 full/partial upgrades and leased 225 upgraded units with an average monthly rent premium of $69 and a 19% ROI. Since inception: >10,100 interior upgrades with average monthly premium of 13.3% and inception-to-date ROI of 20.7%; appliance upgrades ROI 63.5%; tech packages ROI 37.2%.
Acquisition Performing Ahead of Budget
Sedona at Lone Mountain (321 units, acquired Dec 2025 for $73.25M) occupancy rose from 87.9% in Q1 to ~90.3% as of Apr 28 with a projected 30-day trend to 92.2%. Q1 rental income beat budget by 6.7% (~$88k) and NOI led budget by 13.4% (~$130k).
Balance Sheet Liquidity and NAV Upside
Total indebtedness ~$1.6B at a 3.3% adjusted weighted average interest rate; $18.5M unrestricted cash and $143M undrawn capacity (~$161.5M available liquidity). Estimated NAV per share midpoint $47.70 vs share price $26.36, representing a 44.7% discount and indicating potential value realization via capital recycling.
DE:5O4 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:5O4 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 28, 2026 | €22.00 | €22.20 | +0.91% |
Feb 24, 2026 | €24.09 | €24.29 | +0.81% |
Oct 28, 2025 | €25.78 | €24.62 | -4.48% |
Jul 29, 2025 | €27.29 | €26.91 | -1.39% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does NexPoint Residential Trust Inc (DE:5O4) report earnings?
NexPoint Residential Trust Inc (DE:5O4) is schdueled to report earning on Jul 28, 2026, Before Open (Confirmed).
What is NexPoint Residential Trust Inc (DE:5O4) earnings time?
NexPoint Residential Trust Inc (DE:5O4) earnings time is at Jul 28, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
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What is the P/E ratio of NexPoint Residential Trust Inc stock?
The P/E ratio of NexPoint Residential is N/A.
What is DE:5O4 EPS forecast?
DE:5O4 EPS forecast for the fiscal quarter 2026 (Q2) is -0.31.