Core Insights - Equity Lifestyle Properties (ELS) reported revenue of $393.31 million for the quarter ended September 2025, reflecting a year-over-year increase of 1.6% but a revenue surprise of -1.35% compared to the Zacks Consensus Estimate of $398.7 million [1] - The company's earnings per share (EPS) was $0.75, up from $0.44 in the same quarter last year, aligning with the consensus EPS estimate [1] Revenue Breakdown - Interest income was reported at $2.77 million, exceeding the average estimate of $2.31 million by two analysts, representing a year-over-year increase of 14% [4] - Annual membership subscriptions generated $17.87 million, surpassing the $17.03 million average estimate, with a year-over-year change of +6.9% [4] - Income from other investments, net, was $1.97 million, below the average estimate of $2.25 million, indicating a year-over-year decline of 10% [4] - Rental income reached $327.44 million, exceeding the estimated $322.65 million, with a year-over-year increase of 4.1% [4] - Other income was reported at $15.22 million, falling short of the $17.58 million average estimate, reflecting a year-over-year decrease of 7.4% [4] - Membership upgrade sales grossed $3.12 million, significantly lower than the estimated $4.24 million, marking a drastic year-over-year decline of 69% [4] Stock Performance - Shares of Equity Lifestyle Properties have returned +4.3% over the past month, outperforming the Zacks S&P 500 composite's +1.1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - Analysts project that Equity Lifestyle Properties (ELS) will report quarterly earnings of $0.75 per share, reflecting a year-over-year increase of 4.2% [1] - Revenue is expected to reach $398.7 million, marking a 3% increase from the same quarter last year [1] Earnings Estimates - The consensus EPS estimate has been revised 0.2% higher over the last 30 days, indicating a collective reevaluation by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions to the stock [3] Revenue Breakdown - Analysts estimate 'Revenues- Annual membership subscriptions' at $17.03 million, a 1.9% increase from the previous year [5] - 'Revenues- Rental income' is projected to be $322.65 million, reflecting a 2.6% increase year-over-year [5] - The consensus for 'Revenues- Other income' is $17.58 million, indicating a 6.9% increase from the prior year [6] - 'Revenues- Membership upgrade sales current period, gross' is expected to decline to $4.24 million, a decrease of 58% from the year-ago quarter [6] Company Performance - ELS shares have increased by 4.2% over the past month, outperforming the Zacks S&P 500 composite, which rose by 1.2% [6] - ELS holds a Zacks Rank 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [6]

Core Insights - Equity Lifestyle Properties (ELS) reported a revenue of $376.87 million for the quarter ended June 2025, reflecting a year-over-year decline of 0.8% and a surprise of -2.89% compared to the Zacks Consensus Estimate of $388.1 million [1] - The earnings per share (EPS) for the same period was $0.69, which is an increase from $0.42 a year ago, aligning with the consensus EPS estimate [1] Revenue Breakdown - Interest income was reported at $2.2 million, below the estimated $2.33 million, representing a year-over-year decline of 9% [4] - Annual membership subscriptions generated $16.9 million, exceeding the average estimate of $16.47 million [4] - Income from other investments, net, was $2.08 million, lower than the estimated $2.47 million, showing a year-over-year decrease of 20.8% [4] - Rental income amounted to $313.29 million, slightly above the estimated $311.95 million, with a year-over-year increase of 4.2% [4] - Other income was reported at $16.47 million, close to the average estimate of $16.59 million, reflecting a year-over-year increase of 1.7% [4] - Membership upgrade sales for the current period grossed $3.12 million, below the average estimate of $4.11 million [4] Stock Performance - Shares of Equity Lifestyle Properties have returned -1.3% over the past month, contrasting with the Zacks S&P 500 composite's +5.4% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]