EQR
Equity Residential·NYSE
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EQR fundamentals
Equity Residential (EQR) released its earnings on Feb 5, 2026: revenue was 781.91M (YoY +1.97%), missed estimates; EPS was 1 (YoY -9.09%), beat estimates.
Revenue / YoY
781.91M
+1.97%
EPS / YoY
1
-9.09%
Report date
Feb 5, 2026
EQR Earnings Call Summary for Q4,2025
- 2026 Revenue Outlook: 1.5%-3% growth range reflects cautious demand assumptions, with midpoint of 2.25% driven by stable renewals and reduced supply.
- Share Buybacks: $300M in 2025 repurchases neutralize FFO impact of asset sales, with potential for further accretion if job growth improves.
- Supply Decline: 40% drop in 2026 deliveries sets up favorable market dynamics, particularly in D.C. and Sunbelt markets.
- Urban Market Strength: San Francisco and New York (30% of NOI) expected to outperform, benefiting from low supply and strong demand.
- Cost Efficiency: AI-driven automation initiatives target 5%-10% payroll reduction, supporting margin expansion.
- Debt Management: Refinancing of $600M in maturities maintains balance sheet flexibility with 4.3x net debt/EBITDA.
- Risk Factors: Regulatory costs and job market uncertainty remain headwinds, particularly in high-cost markets like L.A.
EPS
Actual | 0.83 | 0.7 | 0.24 | 0.68 | 0.15 | 0.84 | 1.15 | 1.4 | 0.19 | 0.59 | 0.86 | 0.42 | 0.56 | 0.37 | 0.45 | 0.82 | 0.77 | 0.47 | 0.38 | 1.1 | 0.67 | 0.5 | 0.76 | 1 | ||||||||||||||||
Forecast | 0.3338 | 0.2888 | 0.2975 | 0.2494 | 0.1571 | 0.185 | 0.2239 | 0.2614 | 0.2478 | 0.2913 | 0.3438 | 0.3785 | 0.3199 | 0.3745 | 0.4731 | 0.4301 | 0.3327 | 0.3827 | 0.4118 | 0.4137 | 0.2597 | 0.3405 | 0.4276 | 0.3844 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +148.65% | +142.38% | -19.33% | +172.65% | -4.52% | +354.05% | +413.62% | +435.58% | -23.33% | +102.54% | +150.15% | +10.96% | +75.05% | -1.20% | -4.88% | +90.65% | +131.44% | +22.81% | -7.72% | +165.89% | +157.99% | +46.84% | +77.74% | +160.15% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 682.33M | 653.53M | 622.43M | 613.43M | 597.60M | 598.06M | 623.21M | 645.13M | 653.35M | 687.03M | 695.10M | 699.70M | 705.09M | 717.31M | 724.07M | 727.50M | 730.82M | 734.16M | 748.35M | 766.78M | 760.81M | 768.83M | 782.41M | 781.91M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 686.16M | 661.82M | 641.07M | 610.45M | 593.44M | 591.21M | 606.36M | 633.48M | 657.22M | 673.58M | 696.68M | 703.56M | 701.48M | 715.19M | 727.18M | 725.07M | 728.09M | 735.26M | 744.03M | 756.73M | 767.91M | 769.92M | 778.95M | 787.11M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -0.56% | -1.25% | -2.91% | +0.49% | +0.70% | +1.16% | +2.78% | +1.84% | -0.59% | +2.00% | -0.23% | -0.55% | +0.51% | +0.30% | -0.43% | +0.33% | +0.38% | -0.15% | +0.58% | +1.33% | -0.92% | -0.14% | +0.44% | -0.66% |
Earnings Call
You can ask Aime
What is Equity Residential's gross profit margin?What is Equity Residential's latest dividend and current dividend yield?Did Equity Residential beat or miss consensus estimates last quarter?What factors drove the changes in Equity Residential's revenue and profit?What were the key takeaways from Equity Residential's earnings call?What is the revenue and EPS growth rate for Equity Residential year over year?What guidance did Equity Residential's management provide for the next earnings period?What is the market's earnings forecast for Equity Residential next quarter?
