Earnings summaries and quarterly performance for EQUITY LIFESTYLE PROPERTIES.
Executive leadership at EQUITY LIFESTYLE PROPERTIES.
Board of directors at EQUITY LIFESTYLE PROPERTIES.
Research analysts who have asked questions during EQUITY LIFESTYLE PROPERTIES earnings calls.
Eric Wolfe
Citi
12 questions for ELS
Also covers: AMH, AVB, CPT +13 more
John Kim
BMO Capital Markets
12 questions for ELS
Also covers: AIV, ALX, ARDX +34 more
Michael Goldsmith
UBS
12 questions for ELS
Also covers: ADC, AHR, AMH +39 more
WG
Wesley Golladay
Robert W. Baird & Co.
10 questions for ELS
Also covers: ADC, AHR, ARE +25 more
Jamie Feldman
Wells Fargo & Company
9 questions for ELS
Also covers: ADC, AMH, ARE +19 more
Steve Sakwa
Evercore ISI
9 questions for ELS
Also covers: ALX, AMH, AVB +31 more
JG
Jana Galan
Bank of America
8 questions for ELS
Also covers: ADC, AHH, AVB +24 more
Jason Wayne
Barclays
8 questions for ELS
Also covers: AMH, FCPT, INVH +3 more
Brad Heffern
RBC Capital Markets
7 questions for ELS
Also covers: ADC, AMH, AVB +17 more
DS
David Segall
Green Street
7 questions for ELS
Also covers: AMH, CPT, EQR +3 more
OO
Omotayo Okusanya
Deutsche Bank AG
5 questions for ELS
Also covers: AMH, ARE, AVB +43 more
DS
David Siegel
Green Street Advisors
3 questions for ELS
Also covers: AMH, SUI
AH
Anthony Hau
Truist Securities
2 questions for ELS
Also covers: DBRG, PKST, PLYM +3 more
James Feldman
Wells Fargo
2 questions for ELS
Also covers: AMH, ARE, AVB +16 more
JG
Jana Gallen
Bank of America
2 questions for ELS
Also covers: AVB, EPR, KRC +1 more
John Pawlowski
Green Street
2 questions for ELS
Also covers: AIV, AMH, AVB +15 more
Samir Khanal
Bank of America
2 questions for ELS
Also covers: AKR, BRX, COLD +18 more
AO
Amadeo Ocasana
Deutsche Bank
1 question for ELS
BH
Brad Heffer
RBC
1 question for ELS
CC
Cooper Clark
Wells Fargo
1 question for ELS
Also covers: APLE, AVB, BRX +18 more
JC
Jason Conley
Barclays
1 question for ELS
JD
Joshua Dennerlein
BofA Securities
1 question for ELS
Also covers: AHR, AMH, ARE +20 more
KC
Keegan Carl
Wolfe Research, LLC
1 question for ELS
Also covers: EXR, SUI, UHAL
Mason P. Guell
Robert W. Baird & Co. Incorporated
1 question for ELS
MB
Michael Bilerman
Wells Fargo & Company
1 question for ELS
Also covers: CBL, MRT
Nicholas Joseph
Citigroup
1 question for ELS
Also covers: AMH, ARE, CUBE +13 more
PA
Peter Abramowitz
Jefferies
1 question for ELS
Also covers: AHH, ARE, BXP +14 more
TA
Thomas Asakiana
Deutsche Bank AG
1 question for ELS
WG
Wesley Gallaudet
Bayer
1 question for ELS
Recent press releases and 8-K filings for ELS.
Equity LifeStyle Properties Reaffirms Strong 2026 Guidance and Highlights Historical Performance
ELS
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Equity LifeStyle (ELS) has a history of strong performance, delivering a 14% annualized total return since its IPO and 4.5% average same-store NOI growth over 25 years, significantly outperforming the REIT sector average.
- The company reaffirmed its strong 2026 guidance for revenue and NOI, driven by a business model where 91% of revenue comes from stable, recurring, and annual resources.
- ELS is experiencing consistent demand for its RV annual business in 2026, with early bird reservations for 2027 pacing ahead, and maintains a strategy of reducing its rental program to 3% of total occupancy to focus on its land-lease model.
- ELS owns 6,000 vacant acres adjacent to its properties and plans to develop between 500 and 1,000 new sites annually, targeting 7%-10% stabilized returns on these investments.
Mar 3, 2026, 2:35 PM
Equity LifeStyle Properties Reaffirms 2026 Guidance and Highlights Business Strengths
ELS
Guidance Update
Dividends
New Projects/Investments
- Equity LifeStyle Properties (ELS) reaffirmed its 2026 guidance for revenue and Net Operating Income (NOI), indicating continued strong performance despite macro uncertainties.
- The company highlighted long-term financial strength, including a 14% annualized total return since its IPO, 4.5% average same-store NOI growth over 25 years, and 19% annual dividend growth since 2006.
- ELS's business model benefits from 91% of revenue derived from stable, recurring, and annual resources, supported by high-quality locations and favorable demographics in a supply-constrained industry.
- The company reported consistent demand in the RV segment, with 500 new annual customers in the second half of 2025 and early bird reservations for 2027 pacing ahead.
- ELS discussed legislative changes for manufactured homes that could offer more flexibility in home structures and potentially reduce costs, noting that 95% of ELS customers pay cash for their homes.
Mar 3, 2026, 2:35 PM
Equity LifeStyle Properties Reaffirms 2026 Guidance and Highlights Strong Performance
ELS
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Equity LifeStyle Properties (ELS) has demonstrated strong historical performance, achieving a 14% annualized total return since its IPO over 30 years ago and averaging 4.5% same-store NOI growth for over 25 years, which is significantly above the REIT sector average.
- The company reaffirmed its strong 2026 guidance for revenue and NOI, supported by a business model where 91% of revenue is derived from stable, recurring annual resources.
- ELS is experiencing consistent demand in its RV annual business, with early bird reservations for January through March of 2027 pacing ahead, and new home sales in the manufactured housing segment running at approximately 500 annually, consistent with pre-COVID trends.
- The company owns 6,000 vacant acres adjacent to its properties, primarily next to RV parks, for future development, with stabilized returns on these projects typically ranging from 7% to 10%.
Mar 3, 2026, 2:35 PM
Elsight expands sales leadership globally
ELS
Management Change
Hiring
Revenue Acceleration/Inflection
- Elsight (ASX: ELS) announced the appointment of five senior business development leaders to strengthen global go-to-market execution across key defense and government markets.
- The new leaders include Ryan Garay for U.S. Government, Roi Lupo for North America, Ron Kislev for UK & NATO Defense, Tobias Willuhn for Germany, EU & NATO, and Shay Dvir for Israel & APAC.
- This strategic expansion supports the company's continued scale-up following record growth in 2025, which saw more than 11-fold year-over-year growth in contract wins.
- The appointments are a response to accelerating global demand for Elsight's Halo connectivity platform in public and private defense organizations.
Mar 3, 2026, 2:00 PM
ELS Reports Strong 2025 Performance and Issues 2026 Guidance
ELS
Earnings
Guidance Update
Dividends
- ELS reported strong 2025 financial results, with Normalized FFO per Common Share growing 5.0% year-over-year to $3.06 and a 7.9% year-over-year increase in dividend per common share.
- For 2026, ELS provided guidance for Normalized FFO per Common Share between $3.12 and $3.22, reflecting an implied year-over-year growth of 1.9% to 5.2%.
- The company has a strong long-term track record, achieving an 8.2% Normalized FFO/Share CAGR and a 19% Dividend/Share CAGR from 2006 to 2025.
- ELS maintains a robust balance sheet with 97% long-term fixed-rate debt and only 6% of debt due through 2027 as of December 31, 2025.
Feb 26, 2026, 1:55 PM
Equity Lifestyle Properties Provides 2026 Guidance and Highlights 2025 Performance
ELS
Guidance Update
Dividends
New Projects/Investments
- ELS operates a portfolio of 453 properties (manufactured home communities, RV resorts, campgrounds, and marinas) across North America, with an Enterprise Value of $17.0 billion and 91% of revenue from annual sources as of December 31, 2025.
- The company reported strong 2025 highlights, including Normalized FFO per Common Share growth of 5.0% YOY to $3.06 and a 7.9% YOY increase in dividend per common share.
- For 2026, ELS provides guidance for Normalized FFO per Common Share and OP Unit between $3.12 and $3.22, reflecting an implied growth of 1.9% to 5.2% YOY.
- The annual dividend rate for 2026 has been set at $2.17 per share of Common Stock, marking a 5.3% increase over the 2025 rate.
- ELS maintains a REIT-leading balance sheet with Debt/EV of 19.6% and Debt/Adj. EBITDAre of 4.5x as of December 31, 2025.
Feb 26, 2026, 12:00 PM
ELS Reports Strong 2025 Results and Raises 2026 Dividend
ELS
Earnings
Guidance Update
Dividends
- ELS reported full-year 2025 normalized FFO per share of $3.06, a 5% increase from the prior year, and core NOI growth of 4.8%.
- For 2026, ELS provided initial guidance for normalized FFO of $3.17 per share at the midpoint, representing 3.7% growth.
- The board approved a 5.3% increase in the annual dividend rate to $2.17 per share, marking the 22nd consecutive year of annual dividend growth.
- The company's balance sheet is strong with debt to EBITDARE of 4.5 times and interest coverage of 5.7 times, with no secured debt maturing before 2028.
- Core property operating expenses increased 1% for the full year 2025, with 2026 guidance projecting 2.7%-3.7% growth.
Jan 29, 2026, 4:00 PM
ELS Reports Strong 2025 Results and Provides 2026 Guidance
ELS
Earnings
Guidance Update
Dividends
- Equity LifeStyle Properties (ELS) reported strong full-year 2025 results, with 4.8% growth in Net Operating Income (NOI) and a 5% increase in normalized FFO per share.
- For full-year 2026, ELS anticipates normalized FFO growth of 3.7% and has approved an annual dividend rate of $2.17 per share, marking a 5.3% increase.
- The company's business model is supported by annual rental streams comprising over 90% of revenue, with core community-based rental income increasing 5.5% in 2025.
- ELS maintains a solid balance sheet with a debt to EBITDARE of 4.5 times and interest coverage of 5.7 times, and expects approximately $100 million of discretionary capital in 2026 after meeting obligations.
Jan 29, 2026, 4:00 PM
ELS Reports Strong 2025 Results and Provides 2026 Guidance
ELS
Earnings
Guidance Update
Dividends
- Equity LifeStyle Properties reported strong full-year 2025 results, with normalized FFO per share increasing 5% and Net Operating Income (NOI) growing 4.8%.
- For full-year 2026, the company provided guidance for normalized FFO of $3.17 per share (midpoint) and anticipates core NOI growth between 5.1% and 6.1%.
- The board approved a 2026 annual dividend rate of $2.17 per share, marking a 5.3% increase and the 22nd consecutive year of annual dividend growth.
- The company noted that transaction activity for acquisitions remains constrained, leading to a focus on internal growth, operations, and expansions.
Jan 29, 2026, 4:00 PM
Equity LifeStyle Properties, Inc. Reports Q4 and Full Year 2025 Results and Announces 2026 Guidance
ELS
Earnings
Guidance Update
Dividends
- Equity LifeStyle Properties, Inc. reported Normalized FFO per Common Share and OP Unit of $0.79 for Q4 2025, an increase from $0.76 in Q4 2024. For the full year 2025, Normalized FFO per Common Share and OP Unit was $3.06, a 5.0% increase compared to $2.91 in 2024.
- The company's Board of Directors approved setting the annual dividend rate for 2026 at $2.17 per share, representing a 5.3% increase over the 2025 rate.
- For the full year 2026, Equity LifeStyle Properties, Inc. provided guidance for Normalized FFO per Common Share and OP Unit between $3.12 and $3.22.
- In 2025, the company added 362 expansion sites and recorded 439 new home sales.
Jan 29, 2026, 2:26 PM
Quarterly earnings call transcripts for EQUITY LIFESTYLE PROPERTIES.
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