tiprankstipranks
Trending News
More News >
Equity Lifestyle Properties (ELS)
NYSE:ELS
US Market
Advertisement

Equity Lifestyle (ELS) Earnings Dates, Call Summary & Reports

Compare
323 Followers

Earnings Data

Report Date
Feb 02, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.51
Last Year’s EPS
0.5
Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 22, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call reflects a company with strong financial growth and expansion in key markets, but facing challenges with seasonal and transient revenue, particularly due to the decline in Canadian customer reservations and storm-affected Marina properties.
Company Guidance
During the Equity LifeStyle Properties third-quarter 2025 earnings call, the company provided guidance for 2026, highlighting expectations for rent increases and property operations. Specifically, they anticipate issuing rent increase notices to 50% of their manufactured housing (MH) portfolio by the end of October 2025, with an average rate increase of 5.1%. Similarly, in their RV portfolio, annual rates have been set for over 95% of sites, also with an average increase of 5.1%. The company emphasized their ongoing efforts to engage with residents for capital improvements, which support long-term asset value and resident experience. This anticipated rent growth, coupled with continued demand from key demographic segments like Baby Boomers and Gen X, positions the company to maintain its strong track record of revenue growth.
FFO Growth and Guidance
Normalized FFO growth was 4.6% for the third quarter, aligning with expectations. Full-year guidance indicates continued strength with a projected 4.9% growth rate compared to 2024.
Occupancy and Expansion
Florida MH portfolio reached 94% occupancy, and new site developments in Florida have added over 900 sites in the past five years. A 103-site expansion at Clover Leaf Farms was completed.
RV Annual Site Growth
Increased annual RV occupancy by 476 sites in the quarter, reflecting a strong demand for seasonal RV sites.
Strong Customer Engagement
The 11th annual 100 days of camping campaign saw record engagement with over 46 million social media impressions and 1,100 photo entries.
Financial Stability
Debt-to-EBITDAre is 4.5x with an interest coverage of 5.8x. The company has no secured debt maturing before 2028, maintaining a robust balance sheet.

Equity Lifestyle (ELS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

ELS Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 02, 2026
2025 (Q4)
0.51 / -
0.5
Oct 22, 2025
2025 (Q3)
0.47 / 0.50
0.4413.64% (+0.06)
Jul 21, 2025
2025 (Q2)
0.41 / 0.42
0.420.00% (0.00)
Apr 21, 2025
2025 (Q1)
0.55 / 0.57
0.59-3.39% (-0.02)
Jan 27, 2025
2024 (Q4)
0.48 / 0.50
0.492.04% (+0.01)
Oct 21, 2024
2024 (Q3)
0.44 / 0.44
0.417.32% (+0.03)
Jul 22, 2024
2024 (Q2)
0.35 / 0.42
0.3423.53% (+0.08)
Apr 22, 2024
2024 (Q1)
0.48 / 0.59
0.4434.09% (+0.15)
Jan 29, 2024
2023 (Q4)
0.43 / 0.49
0.3925.64% (+0.10)
Oct 16, 2023
2023 (Q3)
0.41 / 0.41
0.3613.89% (+0.05)
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

ELS Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 22, 2025
$63.37$60.99-3.76%
Jul 21, 2025
$61.19$61.02-0.28%
Apr 21, 2025
$63.35$62.62-1.15%
Jan 27, 2025
$67.62$64.98-3.90%
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 Equity Lifestyle Properties (ELS) report earnings?
Equity Lifestyle Properties (ELS) is schdueled to report earning on Feb 02, 2026, After Close (Confirmed).
    What is Equity Lifestyle Properties (ELS) earnings time?
    Equity Lifestyle Properties (ELS) earnings time is at Feb 02, 2026, After Close (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?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is ELS EPS forecast?
          ELS EPS forecast for the fiscal quarter 2025 (Q4) is 0.51.
            What am I Missing?
            Make informed decisions based on Top Analysts' activity
            Know what industry insiders are buying
            Get actionable alerts from top Wall Street Analysts
            Find out before anyone else which stock is going to shoot up
            Get powerful stock screeners & detailed portfolio analysis