Inferra AI / Company / ELS
Equity Lifestyle Properties Inc.
ELS · Real Estate
Last earnings Oct 21, 2026
Key results
Revenuequarter
3.1%
Core property operating revenues increased 3.1%, Core property operating expenses, excluding property management, increased 0.5% and Core income from property operations, excluding property management, increased 5.3% for the quarter ended September 30, 2025, each as compared to the same period in 2024.
SEC original ↗Equity Lifestyle Properties Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
Revenueytd
3.2%
For the nine months ended September 30, 2025, Core property operating revenues increased 3.2%, Core property operating expenses, excluding property management, increased 0.6% and Core income from property operations, excluding property management, increased 5.1%, each as compared to the same period in 2024.
SEC original ↗Equity Lifestyle Properties Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
Revenuefull-year
4.9%
Core RV and marina annual revenue fourth quarter 2025 growth rate range is 4.3% to 4.9% and the full year 2025 growth rate range is 3.6% to 4.6%.
SEC original ↗Equity Lifestyle Properties Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
Core RV and marina seasonal and transient revenue fourth quarter 2025 growth rate range is -12.8% to -13.8% and the full year 2025 growth rate range is -8.3% to -9.3%.
SEC original ↗Equity Lifestyle Properties Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
Capexquarter
$4.3 million
Casualty-related charges (recoveries), net for the nine months ended September 30, 2025 includes debris removal and cleanup costs related to hurricane events of $1.0 million and insurance recovery revenue of $5.1 million, including $4.3 million for reimbursement of capital expenditures.
SEC original ↗Equity Lifestyle Properties Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
AI analysis
Q3 2025 · reported Oct 23, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance · company-stated
No guidance located in the held release
Cash flow & capex
Capital allocation
Balance Sheet Activity As previously disclosed, in July 2025, we drew the remaining $90.0 million from the $240.0 million unsecured term loan agreement entered into during the second quarter of 2025 and used the proceeds to repay amounts outstanding on our line of credit.
Event summary
All per share results are reported on a fully diluted basis unless otherwise noted
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
Balance Sheet Activity As previously disclosed, in July 2025, we drew the remaining $90.0 million from the $240.0 million unsecured term loan agreement entered into during the second quarter of 2025 and used the proceeds to repay amounts outstanding on our line of credit.
SEC original ↗Equity Lifestyle Properties Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
Calculated by dividing trailing twelve months Adjusted EBITDAre by the sum of fixed charges and preferred stock dividends, if any, during the same period.
SEC original ↗Equity Lifestyle Properties Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
Casualty-related charges (recoveries), net for the quarter ended September 30, 2025 includes $3.7 million for reimbursement of capital expenditures.
SEC original ↗Equity Lifestyle Properties Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
Casualty-related charges (recoveries), net for the nine months ended September 30, 2025 includes debris removal and cleanup costs related to hurricane events of $1.0 million and insurance recovery revenue of $5.1 million, including $4.3 million for reimbursement of capital expenditures.
SEC original ↗Equity Lifestyle Properties Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
MH base rental income, Rental home income, RV and marina base rental income and Utility income, net of bad debt expense, are presented in Rental income in the Consolidated Statements of Income on page 3.
SEC original ↗Equity Lifestyle Properties Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
Bad debt expense is presented in Property operating, maintenance and real estate taxes in this table.
SEC original ↗Equity Lifestyle Properties Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
Strategy & priorities
Notes to Consolidated Financial Statements Note 8 - Derivative Instruments and Hedging Activities (continued) swaps as part of our interest rate risk management strategy.
SEC original ↗Equity Lifestyle Properties Inc. — 10-Q Quarterly report10-QJul 28, 2026
We invest in properties in sought-after locations near retirement and vacation destinations and urban areas across the United States with a focus on delivering an exceptional experience to our residents and guests that results in delivery of value to stockholders.
SEC original ↗Equity Lifestyle Properties Inc. — 10-Q Quarterly report10-QJul 28, 2026
Risks & headwinds
As with any projection or forecast, these statements are inherently susceptible to uncertainty and changes in circumstances.
SEC original ↗Equity Lifestyle Properties Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
Legal Proceedings 38 Item 1A.
SEC original ↗Equity Lifestyle Properties Inc. — 10-Q Quarterly report10-QJul 28, 2026
( Datacomp ) and several owner/operators of manufactured housing communities, including ELS (the Datacomp Litigation ), alleging that the community owner/operators used JLT Market Reports produced by Datacomp to conspire to raise manufactured home lot rents in violation of Section 1 of the Sherman Act.
SEC original ↗Equity Lifestyle Properties Inc. — 10-Q Quarterly report10-QJul 28, 2026
On December 15, 2023, the plaintiffs filed an amended consolidated complaint captioned , In re Manufactured Home Lot Rents Antitrust Litigation, No.
SEC original ↗Equity Lifestyle Properties Inc. — 10-Q Quarterly report10-QJul 28, 2026
We believe that the Datacomp Litigation is without merit, and we intend to vigorously defend our interests in this matter.
SEC original ↗Equity Lifestyle Properties Inc. — 10-Q Quarterly report10-QJul 28, 2026
Earnings deck slides
0 decks with slide viewEquity Lifestyle Properties Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documentsEarnings releases
8 documentsPresentations
1 document- Q2 2026
- ELSDeck
Transcripts
0 documentsNo transcripts for Equity Lifestyle Properties Inc. are held in this edition of the library.
Mentioned by
1 companyOther tracked companies whose held documents mention Equity Lifestyle Properties Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
“&P Global. 14% Annualized Total Return … …Debt/Adj. EBITDAre(3)(6) 5.6x Interest Coverage ELS at a Glance 4 Notes: (1) Full year 2026 guidance represents management’s estimate of a range of possible outcomes. The midpoint of the ranges ”
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