Inferra AI / Company / UDR

UDR, Inc.

UDR · Real Estate

Last earnings Jul 27, 2026  ·  Next earnings Nov 2, 2026

Key results

Revenueytd

2.5%

YTD 2024 Revenue 2.5% 0.5% 2.5% Expense 1.7% (2.1)% 2.4% Net Operating Income ( NOI ) 2.9% 1.7% 2.6% During the second quarter, the Company, Appointed Dave Bragg as its Chief Financial Officer ( CFO ).

SEC original ↗UDR, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025

RevenueQ2 2025

0.5%

YTD 2024 Revenue 2.5% 0.5% 2.5% Expense 1.7% (2.1)% 2.4% Net Operating Income ( NOI ) 2.9% 1.7% 2.6% During the second quarter, the Company, Appointed Dave Bragg as its Chief Financial Officer ( CFO ).

SEC original ↗UDR, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Net operating incomequarter

2.9%

YTD 2024 Revenue 2.5% 0.5% 2.5% Expense 1.7% (2.1)% 2.4% Net Operating Income ( NOI ) 2.9% 1.7% 2.6% During the second quarter, the Company, Appointed Dave Bragg as its Chief Financial Officer ( CFO ).

SEC original ↗UDR, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025

AI analysis

Q2 2025 · reported Jul 30, 2025

Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held

Headline figures

MetricQ2 2025Prior qtrYear ago
Revenue0.5%——
Net operating income2.9%——

EX-99 · Jul 30, 2025

Guidance · company-stated

Company outlook

“While macroeconomic and political uncertainties remain, the fundamental backdrop for apartment demand remains healthy and we are raising full-year 2025 FFOA per diluted share and Same-Store growth guidance expectations.”

Company outlook

“Outlook (1) As shown in the table below, the Company has established the following guidance ranges for the third quarter of 2025, updated its previously provided full-year 2025 guidance ranges for Net Income and FFO per diluted share, and raised its previously provided full-year 2025 guidance ranges for FFOA per diluted share and Same-Store growth.”

Company outlook

“Blended lease rate growth, occupancy, income from rentable items, bad debt, and expenses all outperformed our initial outlook for the first half of the year, which supports our improved growth guidance for 2025.”

Primary outlook statements conflict; no label forced — evidence preserved.

Next earningsNov 2, 2026Verified from the company’s own announcement

Capital allocation

The Company s investment in this apartment community was previously reflected as a loan investment in its Debt and Preferred Equity portfolio.

Blended lease rate growth, occupancy, income from rentable items, bad debt, and expenses all outperformed our initial outlook for the first half of the year, which supports our improved growth guidance for 2025.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

(the Company ) (NYSE: UDR), announced today its second quarter 2025 results

Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Company outlook: “While macroeconomic and political uncertainties remain, the fundamental backdrop for apartment demand remains healthy and we are raising full-year 2025 FFOA per diluted share and Same-Store growth guidance expectations.”

Company outlook: “Outlook (1) As shown in the table below, the Company has established the following guidance ranges for the third quarter of 2025, updated its previously provided full-year 2025 guidance ranges for Net Income and FFO per diluted share, and raised its previously provided full-year 2025 guidance ranges for FFOA per diluted share and Same-Store growth.”

Company outlook: “Blended lease rate growth, occupancy, income from rentable items, bad debt, and expenses all outperformed our initial outlook for the first half of the year, which supports our improved growth guidance for 2025.”

Company outlook — Raised (“raising”)
“While macroeconomic and political uncertainties remain, the fundamental backdrop for apartment demand remains healthy and we are raising full-year 2025 FFOA per diluted share and Same-Store growth guidance expectations.”

Company outlook — Raised (“raised”)
“Outlook (1) As shown in the table below, the Company has established the following guidance ranges for the third quarter of 2025, updated its previously provided full-year 2025 guidance ranges for Net Income and FFO per diluted share, and raised its previously provided full-year 2025 guidance ranges for FFOA per diluted share and Same-Store growth.”

Company outlook — Initiated (“initial”)
“Blended lease rate growth, occupancy, income from rentable items, bad debt, and expenses all outperformed our initial outlook for the first half of the year, which supports our improved growth guidance for 2025.”

Primary outlook statements conflict; no label forced — evidence preserved.

Capital allocation

The Company s investment in this apartment community was previously reflected as a loan investment in its Debt and Preferred Equity portfolio.

SEC original ↗UDR, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Blended lease rate growth, occupancy, income from rentable items, bad debt, and expenses all outperformed our initial outlook for the first half of the year, which supports our improved growth guidance for 2025.

SEC original ↗UDR, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Debt and Preferred Equity Program Activity As previously announced, during the quarter the Company fully funded a $13.0 million preferred equity investment at a contractual return rate of 12.0 percent in a stabilized 256-apartment home community located in the San Francisco, CA MSA as part of a recapitalization.

SEC original ↗UDR, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Capital Markets and Balance Sheet Activity The Company s total indebtedness as of June 30, 2025, was $5.8 billion with only $531.8 million, or 9.6 percent of total consolidated debt, maturing through 2026, including principal amortization and excluding amounts on the Company s commercial paper program and working capital credit facility .

SEC original ↗UDR, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Quarter Ended June 30 Balance Sheet Metric 2Q 2025 2Q 2024 Change Weighted Average Interest Rate 3.35% 3.38% (0.03)% Weighted Average Years to Maturity (1) 4.7 5.2 (0.5) Consolidated Fixed Charge Coverage Ratio 5.1x 5.0x 0.1x Consolidated Debt as a percentage of Total Assets 32.4% 32.7% (0.3)% Consolidated Net Debt-to-EBITDAre adjusted for non-recurring items (2) 5.5x 5.7x (0.2)x (1) If the Company s commercial paper balance was refinanced using its line of credit, the weighted average years to maturity would have been 4.9 years with extensions and 4.8 years without extensions for 2Q 2025 and 5.3 years with and without extensions for 2Q 2024.

SEC original ↗UDR, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025

(2) A reconciliation of GAAP Net Income per share to EBITDAre - adjusted for non-recurring items and GAAP Total Debt to Net Debt can be found on Attachment 4(C) of the Company s related quarterly Supplement.

SEC original ↗UDR, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Strategy & priorities

We continue to drive tangible benefits from our Customer Experience strategy, which has resulted in year-to-date annualized resident turnover being 350 basis points better than a year ago.

SEC original ↗UDR, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Risks & headwinds

While macroeconomic and political uncertainties remain, the fundamental backdrop for apartment demand remains healthy and we are raising full-year 2025 FFOA per diluted share and Same-Store growth guidance expectations.

SEC original ↗UDR, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025

These forward-looking statements and such risks, uncertainties and other factors speak only as of the date of this press release, and the Company expressly disclaims any obligation or undertaking to update or revise any forward-looking statement contained herein, to reflect any change in the Company s expectations with regard thereto, or any other change in events, conditions or circumstances on which any such statement is based, except to the extent otherwise required under the U.

SEC original ↗UDR, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2025

T ese f rw ard-looking statem nts and such risks, uncertainties and other f ctors speak only as of the date of this supplem nt, and the Com any ex pressly disclaim s any obligation or undertaking t o update or rev se any rw ard-looking statem nt contained herein, to ref ect any change in the Com any s ex pectations w ith regard thereto, or any other change in ev ents, conditions or circum stances on w ich any such statem nt is based, ex cept to the ex tent otherw ise required under the U.

SEC original ↗UDR, Inc. — Presentation / slide deck (8-K exhibit)EX-99Jul 30, 2025

Legal Proceedings 60 Item 1A.

SEC original ↗UDR, Inc. — 10-Q Quarterly report10-QJul 28, 2026

First, UDR determines whether a tax position is more likely than not (greater than 50 percent probability) to be sustained upon examination, including resolution of any related appeals or litigation processes, based on the technical merits of the position.

SEC original ↗UDR, Inc. — 10-Q Quarterly report10-QJul 28, 2026

Documents

Earnings deck slides

7 decks with slide view

UDR, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

UDR, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

UDR, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

UDR, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

UDR, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

UDR, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

UDR, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

UDR, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

UDR, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

UDR, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Slide history — recurring slides by stated title

Slides are matched across this company’s decks by their stated title only; a title listed here appeared in more than one held deck.

Attachment 1 — Feb 5, 2025 · slide 2 · Jul 30, 2025 · slide 2 · Oct 29, 2025 · slide 2 · Apr 29, 2026 · slide 2 · Jul 27, 2026 · slide 2

Attachment 11 — Feb 5, 2025 · slide 22 · Jul 30, 2025 · slide 21 · Oct 29, 2025 · slide 21 · Apr 29, 2026 · slide 16 · Jul 27, 2026 · slide 17

Attachment 12 — Feb 5, 2025 · slide 23 · Jul 30, 2025 · slide 22 · Oct 29, 2025 · slide 22 · Apr 29, 2026 · slide 17 · Jul 27, 2026 · slide 18

Attachment 13 — Feb 5, 2025 · slide 24 · Jul 30, 2025 · slide 23 · Oct 29, 2025 · slide 23 · Apr 29, 2026 · slide 18 · Jul 27, 2026 · slide 19

Attachment 14(A) — Feb 5, 2025 · slide 25 · Jul 30, 2025 · slide 24 · Oct 29, 2025 · slide 24 · Apr 29, 2026 · slide 19 · Jul 27, 2026 · slide 20

Attachment 14(B) — Feb 5, 2025 · slide 26 · Jul 30, 2025 · slide 25 · Oct 29, 2025 · slide 25 · Apr 29, 2026 · slide 20 · Jul 27, 2026 · slide 21

Attachment 14(C) — Feb 5, 2025 · slide 27 · Jul 30, 2025 · slide 26 · Oct 29, 2025 · slide 26 · Apr 29, 2026 · slide 21 · Jul 27, 2026 · slide 22

Attachment 14(D) — Feb 5, 2025 · slide 28 · Jul 30, 2025 · slide 27 · Oct 29, 2025 · slide 27 · Apr 29, 2026 · slide 22 · Jul 27, 2026 · slide 23

Attachment 2 — Feb 5, 2025 · slide 3 · Jul 30, 2025 · slide 3 · Oct 29, 2025 · slide 3 · Apr 29, 2026 · slide 3 · Jul 27, 2026 · slide 3

Attachment 3 — Feb 5, 2025 · slide 4 · Jul 30, 2025 · slide 4 · Oct 29, 2025 · slide 4 · Apr 29, 2026 · slide 4 · Jul 27, 2026 · slide 4

Attachment 4(A) — Feb 5, 2025 · slide 5 · Jul 30, 2025 · slide 5 · Oct 29, 2025 · slide 5 · Apr 29, 2026 · slide 5 · Jul 27, 2026 · slide 5

Attachment 4(B) — Feb 5, 2025 · slide 6 · Jul 30, 2025 · slide 6 · Oct 29, 2025 · slide 6 · Apr 29, 2026 · slide 6 · Jul 27, 2026 · slide 6

Attachment 4(C) — Feb 5, 2025 · slide 7 · Jul 30, 2025 · slide 7 · Oct 29, 2025 · slide 7 · Apr 29, 2026 · slide 7 · Jul 27, 2026 · slide 7

Attachment 5 — Feb 5, 2025 · slide 8 · Jul 30, 2025 · slide 8 · Oct 29, 2025 · slide 8 · Apr 29, 2026 · slide 8 · Jul 27, 2026 · slide 8

Attachment 6 — Feb 5, 2025 · slide 9 · Jul 30, 2025 · slide 9 · Oct 29, 2025 · slide 9 · Apr 29, 2026 · slide 9 · Jul 27, 2026 · slide 9

Attachment 8(A) — Feb 5, 2025 · slide 12 · Jul 30, 2025 · slide 12 · Oct 29, 2025 · slide 12 · Apr 29, 2026 · slide 11 · Jul 27, 2026 · slide 11

Attachment 8(B) — Feb 5, 2025 · slide 13 · Jul 30, 2025 · slide 13 · Oct 29, 2025 · slide 13 · Apr 29, 2026 · slide 12 · Jul 27, 2026 · slide 12

Attachment 8(C) — Feb 5, 2025 · slide 14 · Jul 30, 2025 · slide 14 · Oct 29, 2025 · slide 14 · Apr 29, 2026 · slide 13 · Jul 27, 2026 · slide 13

Attachment 9 — Feb 5, 2025 · slide 19 · Jul 30, 2025 · slide 19 · Oct 29, 2025 · slide 19 · Apr 29, 2026 · slide 14 · Jul 27, 2026 · slide 15

Financial Highlights — Feb 5, 2025 · slide 1 · Jul 30, 2025 · slide 1 · Oct 29, 2025 · slide 1 · Apr 29, 2026 · slide 1 · Jul 27, 2026 · slide 1

Forward-Looking Statements — Feb 5, 2025 · slide 29 · Jul 30, 2025 · slide 28 · Oct 29, 2025 · slide 28 · Apr 29, 2026 · slide 23 · Jul 27, 2026 · slide 24

Attachment 10 — Jul 30, 2025 · slide 20 · Oct 29, 2025 · slide 20 · Apr 29, 2026 · slide 15 · Jul 27, 2026 · slide 16

Attachment 8(D) — Feb 5, 2025 · slide 15 · Jul 30, 2025 · slide 15 · Oct 29, 2025 · slide 15 · Jul 27, 2026 · slide 14

Attachment 7(A) — Feb 5, 2025 · slide 10 · Jul 30, 2025 · slide 10 · Oct 29, 2025 · slide 10

Attachment 7(B) — Feb 5, 2025 · slide 11 · Jul 30, 2025 · slide 11 · Oct 29, 2025 · slide 11

Attachment 8(E) — Feb 5, 2025 · slide 16 · Jul 30, 2025 · slide 16 · Oct 29, 2025 · slide 16

Attachment 8(F) — Feb 5, 2025 · slide 17 · Jul 30, 2025 · slide 17 · Oct 29, 2025 · slide 17

Attachment 8(G) — Feb 5, 2025 · slide 18 · Jul 30, 2025 · slide 18 · Oct 29, 2025 · slide 18

Attachment 7 — Apr 29, 2026 · slide 10 · Jul 27, 2026 · slide 10

Press Release — Apr 29, 2026 · slide 1 · Jul 27, 2026 · slide 1

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Filings

38 documents

Earnings releases

7 documents

Presentations

17 documents

Transcripts

0 documents

No transcripts for UDR, Inc. are held in this edition of the library.

Mentioned by

4 companies

Other tracked companies whose held documents mention UDR, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.