Here's What Key Metrics Tell Us About CubeSmart (CUBE) Q4 Earnings

Core Insights - CubeSmart (CUBE) reported a revenue of $282.69 million for the quarter ended December 2025, marking a year-over-year increase of 22.2% and a surprise of +0.79% over the Zacks Consensus Estimate of $280.47 million [1] - The earnings per share (EPS) for the same period was $0.64, compared to $0.45 a year ago, although it fell short of the consensus EPS estimate of $0.66, resulting in an EPS surprise of -2.75% [1] Financial Performance Metrics - Property management fee income was reported at $9.64 million, which is below the three-analyst average estimate of $10.16 million, reflecting a year-over-year decline of -7.3% [4] - Rental income reached $240.93 million, slightly below the $243.88 million average estimate based on two analysts, but showed a year-over-year increase of +5.6% [4] - Other property-related income was reported at $32.13 million, exceeding the two-analyst average estimate of $30.87 million, with a year-over-year change of +10.4% [4] - Net Earnings Per Share (Diluted) was $0.35, compared to the two-analyst average estimate of $0.37 [4] Stock Performance - CubeSmart's shares have returned +7.1% over the past month, outperforming the Zacks S&P 500 composite's +0.6% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]