EXR
Extra Space Storage·NYSE
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EXR fundamentals
Extra Space Storage (EXR) released its earnings on Feb 19, 2026: revenue was 857.47M (YoY +4.33%), beat estimates; EPS was 1.36 (YoY +9.68%), beat estimates.
Revenue / YoY
857.47M
+4.33%
EPS / YoY
1.36
+9.68%
Report date
Feb 19, 2026
EXR Earnings Call Summary for Q4,2025
- Operational Resilience: Q4 2025 core FFO growth of 2.5% and full-year growth of 1.1%, driven by 16/20 markets with positive move-in rates and 0.4% same-store revenue growth.
- Strategic Acquisitions: Deployed $825M in store acquisitions, $107M in JV transactions, and $80M in bridge loans, with 78 new managed stores added.
- Cost Management: 5% decline in property taxes and utilities, 1.1% YoY operating expense growth.
- 2026 Guidance: Flat to +1.5% same-store revenue, 2%-3.5% expense growth, reflecting cautious optimism amid reduced new supply and improving move-in rates.
- AI and Digital Strategy: Leveraging AI for SEO and internal process automation to maintain competitive edge in marketing and operations.
EPS
Actual | 0.83 | 0.8 | 0.88 | 1.19 | 1.53 | 1.25 | 1.4 | 2 | 1.51 | 1.73 | 1.65 | 1.52 | 1.46 | 1.5 | 0.96 | 1.02 | 1.01 | 0.88 | 0.91 | 1.24 | 1.28 | 1.18 | 0.78 | 1.36 | ||||||||||||||||
Forecast | 0.7577 | 0.7291 | 0.8019 | 0.9115 | 1.0269 | 1.0774 | 1.247 | 1.4049 | 1.3526 | 1.475 | 1.5916 | 1.465 | 1.405 | 1.5135 | 0.4416 | 1.2103 | 0.9924 | 1.0342 | 1.1145 | 1.0774 | 1.0195 | 1.1558 | 1.1924 | 1.169 | ||||||||||||||||
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% | +9.54% | +9.72% | +9.74% | +30.55% | +48.99% | +16.02% | +12.27% | +42.36% | +11.64% | +17.29% | +3.67% | +3.75% | +3.91% | -0.89% | +117.39% | -15.72% | +1.77% | -14.91% | -18.35% | +15.09% | +25.55% | +2.09% | -34.59% | +16.34% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 332.45M | 327.25M | 343.02M | 353.49M | 358.86M | 378.63M | 412.49M | 427.38M | 443.56M | 474.99M | 498.90M | 506.72M | 503.05M | 511.39M | 748.03M | 797.77M | 799.54M | 810.66M | 824.80M | 821.90M | 820.00M | 841.62M | 858.46M | 857.47M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 333.40M | 326.22M | 331.65M | 345.35M | 360.94M | 373.23M | 398.62M | 421.00M | 438.79M | 478.52M | 497.43M | 509.22M | 514.02M | 533.27M | 713.55M | 778.05M | 794.80M | 815.52M | 826.93M | 827.29M | 827.63M | 844.84M | 866.37M | 854.61M |
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% | -0.28% | +0.31% | +3.43% | +2.36% | -0.58% | +1.45% | +3.48% | +1.52% | +1.09% | -0.74% | +0.30% | -0.49% | -2.13% | -4.10% | +4.83% | +2.54% | +0.60% | -0.60% | -0.26% | -0.65% | -0.92% | -0.38% | -0.91% | +0.33% |
Earnings Call
You can ask Aime
What factors drove the changes in Extra Space Storage's revenue and profit?What is Extra Space Storage's latest dividend and current dividend yield?What is Extra Space Storage's gross profit margin?What is the market's earnings forecast for Extra Space Storage next quarter?What guidance did Extra Space Storage's management provide for the next earnings period?What does Extra Space Storage do and what are its main business segments?What is the revenue and EPS growth rate for Extra Space Storage year over year?What were the key takeaways from Extra Space Storage’s earnings call?
