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Equity Lifestyle Properties ELS Property Operations — Insurance and other

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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:GeneralInsuranceExpense.

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)Quarters Ended June 30, 2026Quarters Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Utility expense41,68139,18282,86479,451
Payroll32,93631,81561,37660,086
Repairs and maintenance30,84929,49555,27452,384
Insurance and other25,37326,05051,01252,039
Real estate taxes21,82621,84543,92643,488
Membership sales and marketing4,5514,0628,3887,993
Cost of ancillary services6,7186,17710,94610,622
Ancillary operating expenses5,7725,56711,02510,431

Item 1. Financial Statements

FAQ

What is Equity Lifestyle Properties's property operations — insurance and other?
Equity Lifestyle Properties (ELS) reported property operations — insurance and other of $25.37M in Q2 2026.
How has Equity Lifestyle Properties's property operations — insurance and other changed year-over-year?
Equity Lifestyle Properties's property operations — insurance and other decreased by 2.6% year-over-year, from $26.05M to $25.37M.
What is the long-term trend for Equity Lifestyle Properties's property operations — insurance and other?
Over 3 years (2022 to 2025), Equity Lifestyle Properties's property operations — insurance and other has grown at a 6.4% compound annual growth rate (CAGR), from $86.38M to $103.91M.
What does property operations — insurance and other mean?
This metric represents the aggregate costs associated with property insurance premiums, legal fees, and miscellaneous administrative expenses incurred within the property operations segment. It reflects the overhead required to protect physical assets and manage operational risks across the portfolio. Monitoring these costs helps assess the impact of rising insurance premiums on overall property-level margins.

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