For the quarter ended December 2025, Equity Lifestyle Properties (ELS) reported revenue of $373.87 million, up 0.4% over the same period last year. EPS came in at $0.79, compared to $0.50 in the year-ago quarter.
The reported revenue represents a surprise of +0.16% over the Zacks Consensus Estimate of $373.26 million. With the consensus EPS estimate being $0.78, the EPS surprise was +1.82%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Equity Lifestyle Properties performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenues- Rental income: $314.6 million compared to the $313.68 million average estimate based on two analysts. The reported number represents a change of +4.4% year over year.
- Revenues- Annual membership subscriptions: $18.15 million compared to the $17.31 million average estimate based on two analysts. The reported number represents a change of +9.5% year over year.
- Revenues- Income from other investments, net: $2.7 million versus the two-analyst average estimate of $1.89 million. The reported number represents a year-over-year change of +90.8%.
- Revenues- Other income: $15.55 million versus $17.94 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -42.8% change.
- Revenues- Interest income: $2.36 million versus the two-analyst average estimate of $2.6 million. The reported number represents a year-over-year change of +6.4%.
- Revenues- Membership upgrade sales current period, gross: $3.12 million compared to the $3.74 million average estimate based on two analysts. The reported number represents a change of -39.4% year over year.
- Net Earnings Per Share (Diluted): $0.52 versus $0.52 estimated by two analysts on average.
View all Key Company Metrics for Equity Lifestyle Properties here>>>
Shares of Equity Lifestyle Properties have returned +3.2% over the past month versus the Zacks S&P 500 composite's +0.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Equity Lifestyle Properties, Inc. (ELS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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