ELS
Equity Lifestyle Properties·NYSE
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ELS fundamentals
Equity Lifestyle Properties (ELS) released its earnings on Jan 29, 2026: revenue was 373.87M (YoY +24.04%), missed estimates; EPS was 0.52 (YoY +4.00%), beat estimates.
Revenue / YoY
373.87M
+24.04%
EPS / YoY
0.52
+4.00%
Report date
Jan 29, 2026
ELS Earnings Call Summary for Q4,2025
- Record 2025 Financials: 4.8% NOI growth, 5% FFO per share increase. MH and RV annual revenue up 5.9% CAGR.
- 2026 Growth Targets: 5.3% FFO growth to $3.17, 5.1-6.1% MH rent growth, 5.2% RV annuals expansion.
- Dividend Strength: 22nd consecutive increase (5.3% to $2.17 annualized), supported by $100M+ free cash flow.
- Resilient Model: 90%+ RV annual retention, 500+ new annuals added in H2 2025. MH rental load <3% in key markets.
- Demographic Tailwinds: 70M+ Baby Boomers aging into core 55+ demographic, driving long-term demand.
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Key Indicators
Equity Lifestyle Properties (ELS) key financial stats and ratios, covering profitability, financial health, and leverage.
Equity Lifestyle Properties (ELS)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Equity Lifestyle Properties (ELS)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Equity Lifestyle Properties (ELS)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does Equity Lifestyle Properties (ELS) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Equity Lifestyle Properties (ELS) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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You can ask Aime
Did Equity Lifestyle Properties beat or miss consensus estimates last quarter?What is the revenue and EPS growth rate for Equity Lifestyle Properties year over year?What is Equity Lifestyle Properties's gross profit margin?What does Equity Lifestyle Properties do and what are its main business segments?What is the market's earnings forecast for Equity Lifestyle Properties next quarter?What guidance did Equity Lifestyle Properties's management provide for the next earnings period?What were the key takeaways from Equity Lifestyle Properties’s earnings call?What factors drove the changes in Equity Lifestyle Properties's revenue and profit?
