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Equity Lifestyle Properties ELS Home Sales and Rentals Operations — Operations revenues

Other segment segments

Property Operations
$376.25M+5.0%

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Other financials

Income statement

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Revenue$397.8M+5.6%
Operating income$99.4M+18.0%
Net income$99.5M+19.2%
EPS (diluted)$0.50+19.0%

Balance sheet

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Cash & equivalents$35.6M+7.9%
Total debt$24.0M-11.4%
Total equity$1.8B+1.6%
Total assets$5.8B+1.4%

Cash flow

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Operating cash flow$147.9M+12.7%
CapEx$64.2M+7.9%
Free cash flow$83.8M+16.6%

Valuation

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Market cap$12.61B+6.1%
P/E30.4×-0.5×
P/S8.1×+0.3×

Profitability

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Operating margin26.2%+1.4pp
Net margin26.6%+1.3pp
FCF margin22.2%-0.8pp

Returns & leverage

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Return on equity23.8%-0.5pp
Debt / equity0.0×

Where this comes from

Reported directly by Equity Lifestyle Properties in its filing.

Tagged under the XBRL concept us-gaap:Revenues.

The source filing: Equity Lifestyle Properties’s 10-Q, filed July 28, 2026.

Filed
Jul 28, 2026, 5:24 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001628280-26-050244
(amounts in thousands)Property OperationsHome Salesand Rentals OperationsConsolidated
Operations revenues$376,245$14,181$390,426
Operations expenses(191,551)(13,459)(205,010)
NOI184,694722185,416
Reconciliation to consolidated net income:
Depreciation and amortization(53,637)
Gain/(Loss) on sale of real estate and impairment, net(507)
Interest income1,580
Income from other investments, net5,809

Item 1. Financial Statements

FAQ

What is Equity Lifestyle Properties's home sales and rentals operations — operations revenues?
Equity Lifestyle Properties (ELS) reported home sales and rentals operations — operations revenues of $14.18M in Q2 2026.
How has Equity Lifestyle Properties's home sales and rentals operations — operations revenues changed year-over-year?
Equity Lifestyle Properties's home sales and rentals operations — operations revenues decreased by 0.1% year-over-year, from $14.2M to $14.18M.
What is the long-term trend for Equity Lifestyle Properties's home sales and rentals operations — operations revenues?
Over 4 years (2021 to 2025), Equity Lifestyle Properties's home sales and rentals operations — operations revenues has grown at a -16.4% compound annual growth rate (CAGR), from $116.52M to $56.96M.
What does home sales and rentals operations — operations revenues mean?
This metric represents the total gross revenue generated from the sale of manufactured homes and the leasing of residential units within the company's portfolio. It reflects the top-line performance of the segment dedicated to home inventory management and rental income streams.

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