ELS Earnings

ELS reported its earnings on 2026-01-28, showcasing a revenue of 373.87M against an estimate of 373.26M, resulting in a 0.16% surprise. The EPS was 0.79, surpassing the expected 0.78 by 1.28% . The stock experienced a 1.37% price change on the earnings day and a 3.47% change over the next five days, reflecting market reactions to the results.

Following ELS's earnings announcement on 2026-01-28, the stock price moved by 1.37% on the day of the release. Over the subsequent five days, it saw a 3.47% change. Historically, ELS's stock price tends to shift by an average of -1.02% in the 10 days leading up to earnings and +0.90% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate ELS’s annual revenue to reach 396.57M, while the EPS is projected at 0.53. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -0.1% and EPS estimates Revise Upward by 0.12% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between ELS's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Downward by -0.1%, while EPS estimates moved Revise Upward by 0.12% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ELS's stock price typically moves by -1.02% in the 10 days before its earnings and +0.90% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.53 and revenue of 396.57M.

The earnings call summary and Q&A session reveal mixed signals. Positive factors include a stable financial outlook with a 4.9% growth in FFO and no secured debt maturing soon. However, the decline in seasonal and transient revenue, lack of new MH affordable housing initiatives, and delays in marina repairs are negatives. The Q&A session highlighted uncertainties, such as unclear insurance renewal and legislative impacts. The overall sentiment is neutral due to these balanced positive and negative factors, suggesting limited stock price movement.