ESS
Essex Property Trust·NYSE
--
--(--)
--
--(--)
ESS fundamentals
Essex Property Trust (ESS) released its earnings on Feb 4, 2026: revenue was 472.92M (YoY +4.61%), missed estimates; EPS was 1.25 (YoY -68.75%), missed estimates.
Revenue / YoY
472.92M
+4.61%
EPS / YoY
1.25
-68.75%
Report date
Feb 4, 2026
ESS Earnings Call Summary for Q4,2025
- Revenue Growth: 3.3% same-store revenue in 2025, driven by Northern California tech expansion and limited supply. Los Angeles occupancy nears 95% stabilization.
- 2026 Outlook: 2.4% same-store revenue growth with 2.5% blended rent growth, supported by 20% YoY supply decline. Northern California cap rates compress to low 4% range.
- Expense Management: 3% expense growth (lowest in years) due to controlled costs and insurance rate declines.
- Risk Mitigation: Structured finance redemptions create 1.8% FFO headwind, but redeployment into Northern California fee simple acquisitions positions for long-term growth.
EPS
Actual | 4.76 | 1.29 | 1.13 | 1.47 | 2.59 | 1 | 1.82 | 2.1 | 1.12 | 0.87 | 1.43 | 2.86 | 2.38 | 1.55 | 1.36 | 1.02 | 4.25 | 1.45 | 1.84 | 4 | 3.16 | 3.44 | 2.56 | 1.25 | ||||||||||||||||
Forecast | 1.4491 | 1.1122 | 1.123 | 1.0157 | 0.9622 | 0.8775 | 1.0159 | 1.0768 | 1.1891 | 1.3478 | 1.3779 | 1.3547 | 1.2871 | 1.3562 | 1.4153 | 1.4522 | 1.2943 | 1.3294 | 1.3495 | 1.3617 | 1.4198 | 1.4778 | 1.5595 | 1.4543 | ||||||||||||||||
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% | +228.48% | +15.99% | +0.62% | +44.73% | +169.17% | +13.96% | +79.15% | +95.02% | -5.81% | -35.45% | +3.78% | +111.12% | +84.91% | +14.29% | -3.91% | -29.76% | +228.36% | +9.07% | +36.35% | +193.75% | +122.57% | +132.78% | +64.16% | -14.05% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 389.88M | 368.15M | 368.46M | 360.90M | 352.90M | 348.76M | 360.62M | 369.17M | 379.22M | 397.24M | 406.86M | 413.40M | 409.70M | 413.26M | 416.40M | 418.94M | 424.21M | 439.78M | 448.13M | 452.08M | 462.09M | 467.61M | 470.94M | 472.92M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 382.46M | 382.24M | 367.30M | 366.10M | 356.21M | 349.50M | 355.35M | 368.16M | 374.80M | 390.87M | 405.49M | 412.33M | 410.29M | 412.25M | 416.84M | 418.65M | 420.21M | 430.68M | 443.45M | 449.06M | 456.69M | 466.33M | 472.11M | 473.98M |
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% | +1.94% | -3.69% | +0.32% | -1.42% | -0.93% | -0.21% | +1.48% | +0.27% | +1.18% | +1.63% | +0.34% | +0.26% | -0.14% | +0.25% | -0.11% | +0.07% | +0.95% | +2.11% | +1.06% | +0.67% | +1.18% | +0.27% | -0.25% | -0.22% |
Earnings Call
You can ask Aime
What guidance did Essex Property Trust's management provide for the next earnings period?What is the market's earnings forecast for Essex Property Trust next quarter?What does Essex Property Trust do and what are its main business segments?Did Essex Property Trust beat or miss consensus estimates last quarter?What were the key takeaways from Essex Property Trust's earnings call?What factors drove the changes in Essex Property Trust's revenue and profit?What is Essex Property Trust's latest dividend and current dividend yield?What is the revenue and EPS growth rate for Essex Property Trust year over year?
