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Invitation Home (INVH) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

By Zacks Equity Research | February 18, 2026, 6:00 PM

For the quarter ended December 2025, Invitation Home (INVH) reported revenue of $685.25 million, up 4% over the same period last year. EPS came in at $0.48, compared to $0.23 in the year-ago quarter.

The reported revenue represents a surprise of +1.2% over the Zacks Consensus Estimate of $677.12 million. With the consensus EPS estimate being $0.48, the EPS surprise was -0.35%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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 Invitation Home performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Homes Owned and/or Managed - Wholly owned homes: 86,192 compared to the 86,173 average estimate based on three analysts.
  • Same Store Average Occupancy: 95.9% versus 96% estimated by three analysts on average.
  • Same Store Total / Average - Number of Homes: 76,819 versus the three-analyst average estimate of 77,284.
  • Revenues- Management fee revenues: $21.66 million versus the four-analyst average estimate of $21.64 million. The reported number represents a year-over-year change of +2.8%.
  • Revenues- Rental revenues: $592.49 million versus $659.22 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2.8% change.
  • Net Earnings Per Share (Diluted): $0.24 compared to the $0.19 average estimate based on four analysts.

View all Key Company Metrics for Invitation Home here>>>

Shares of Invitation Home have returned -0.6% over the past month versus the Zacks S&P 500 composite's -1.3% 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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This article originally published on Zacks Investment Research (zacks.com).

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