Equity Lifestyle Property

Q2 FY2026 EarningsQ2 FY26 results beat consensus across the board, with revenue of $397.82M vs. $383.74M expected and Diluted EPS of $0.50 vs. $0.437 consensus. Performance was driven by robust 5.8% growth in Core MH base rental income, entirely supported by rate increases, highlighting strong pricing power. While Annual RV income grew 5.4% YoY, Seasonal and Transient RV segments saw occupancy-driven declines of 11.2% and 8.9% respectively, though the consolidated impact was offset by high utility recovery rates and casualty-related insurance gains.