Invitation Homes

Q2 FY2026 EarningsQ2 2026 results delivered a significant beat on both top and bottom lines: total revenue of $747.6M exceeded the $734.5M consensus, and GAAP diluted EPS of $0.37 more than doubled the $0.17 expected mean. The bottom-line surge was primarily driven by a $132.3M gain on property sales, reflecting a strategy of selling homes at valuations well above public market implied pricing. Management raised full-year Core FFO and AFFO guidance midpoints to $1.95 and $1.65 respectively, while signaling higher disposition activity ahead.