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Equity Lifestyle Properties ELS Q4 2025 Annual earnings

Reported January 28, 2026 · After market close

Revenue$373.9MMiss by $8.4M
EPS$0.79Beat by $0.25
Revenue estimate$382.3M
EPS estimate$0.54

Next report

Oct 21, 2026 (in a month)
Revenue estimate$403.7M
EPS estimate$0.51

Financials

Q4 2025

Income statement

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Revenue$373.9M+0.4%
Operating income$99.0M-2.5%
Net income$103.8M+3.2%
EPS (diluted)$0.52+2.0%

Balance sheet

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Cash & equivalents$26.1M+6.3%
Total debt$24.0M-11.4%
Total equity$1.8B+0.9%
Total assets$5.7B+1.8%

Cash flow

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Operating cash flow$99.5M-5.6%
CapEx$61.2M-6.8%
Free cash flow$38.3M-3.4%

Valuation & ratios

Valuation

as of 12/31/25
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Market cap$11.75B-7.7%
Enterprise value$11.75B-7.7%
P/E29.2×-3.8×
P/S7.7×-0.7×

Profitability

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Operating margin25.6%+0.6pp
Net margin26.3%+1.0pp
FCF margin21.8%-1.5pp

Returns & leverage

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Return on equity23%-1.3pp
Debt / equity0×0.0×

Segments

By product

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Annual membership subscriptions$18.2M+9.5%
Home sales and brokered resales$9.8M-17.6%
Gross revenues from ancillary services$7.6M+2.7%
Membership upgrade revenue$3.1M-26.8%

By segment

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Property Operations$355.3M+0.5%
Home Sales and Rentals Operations$13.5M-11.5%

FAQ

When did Equity Lifestyle Properties report Q4 2025 earnings?
Equity Lifestyle Properties (ELS) reported Q4 2025 earnings on January 28, 2026 after market close.
What were Equity Lifestyle Properties's Q4 2025 revenue and EPS?
Equity Lifestyle Properties reported revenue of $373.9M and eps of $0.79 for Q4 2025.
Did Equity Lifestyle Properties beat estimates in Q4 2025?
Revenue missed the consensus estimate of $382.3M by $8.4M. EPS beat the consensus estimate of $0.54 by $0.25.
How did Equity Lifestyle Properties's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 9.5% from $341.5M a year earlier and eps grew 3.9% from $0.76.
Where can I find Equity Lifestyle Properties's Q4 2025 SEC filings?
You can read the 8-K earnings release (0001628280-26-003909) and the 10-K periodic report (0001628280-26-008722) directly on SEC EDGAR. The filing index links above go to sec.gov.