Sun Communities SUI Business Segments
| Q4 '26 | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Business | ||||||
| MH | $292.5M— | —— | $301.7M— | —— | $273.5M— | |
| RV | $122M— | —— | $254.1M— | —— | $114.7M— | |
| UK | $84.1M+13.3% | $74.2M-47.5% | $141.4M+10.9% | $127.5M+68.0% | $75.9M-14.6% | |
| Segment Reporting, Other Segment Item, Amount by Business | ||||||
| MH | $20.4M— | —— | $27.1M— | —— | $21.4M— | |
| RV | $13.6M— | —— | $25.4M— | —— | $11.7M— | |
| UK | $11.5M+51.3% | $7.6M-54.8% | $16.8M+9.1% | $15.4M+48.1% | $10.4M+11.8% | |
| Total Notes and Other Receivables, net by Business | ||||||
| MH | $204.2M+2.3% | $199.6M-21.6% | $254.7M— | —— | —— | |
| RV | $90.9M+49.0% | $61M-18.2% | $74.6M— | —— | —— | |
| UK | $38M-46.9% | $71.5M-48.6% | $139.1M+304% | $34.4M-26.3% | $46.7M-38.0% | |
| Ancillary by Business | ||||||
| MH | $2.7M— | —— | $1.6M— | —— | $2.5M— | |
| RV | $5.8M— | —— | $39M— | —— | $5.8M— | |
| UK | $4.8M-26.2% | $6.5M-67.8% | $20.2M+21.7% | $16.6M+295% | $4.2M-36.4% | |
| UK Segment | $1.8M-30.8% | $2.6M-60.6% | $6.6M+13.8% | $5.8M+287% | $1.5M+7.1% | |
| Operating Income (Loss) by Business | ||||||
| MH | $188M+11.4% | $168.7M-5.4% | $178.3M+2.8% | $173.5M-1.0% | $175.3M+10.9% | |
| RV | $49.4M-3.7% | $51.3M-61.9% | $134.8M+64.0% | $82.2M+79.5% | $45.8M-22.9% | |
| UK | $18M-5.8% | $19.1M-64.4% | $53.7M+34.9% | $39.8M+134% | $17M-49.7% | |
| Total Assets by Business | ||||||
| MH | $6.18B-1.4% | $6.27B-1.8% | $6.39B— | —— | —— | |
| RV | $3.66B-1.0% | $3.7B-1.8% | $3.76B— | —— | —— | |
| UK | $2.51B-1.6% | $2.55B-3.6% | $2.65B+0.9% | $2.63B-2.4% | $2.69B+3.5% | |
| Lease Income, Nontransient by Business | ||||||
| MH | $269.3M— | —— | $254.6M— | —— | $248.8M— | |
| RV | $81.3M— | —— | $96.2M— | —— | $73.8M— | |
| UK | $35.2M+12.8% | $31.2M-6.6% | $33.4M-0.3% | $33.5M+7.0% | $31.3M-16.5% | |
| Other assets, net by Business | ||||||
| MH | $280.7M+2.7% | $273.3M+1.2% | $270M— | —— | —— | |
| RV | $45.1M+25.6% | $35.9M-1.6% | $36.5M— | —— | —— | |
| UK | $49.7M+6.4% | $46.7M-11.0% | $52.5M-42.2% | $90.9M-49.0% | $178.2M+23.5% | |
| Lease Income, Transient by Business | ||||||
| MH | $500K— | —— | $100K— | —— | $500K— | |
| RV | $28.4M— | —— | $106.2M— | —— | $28.1M— | |
| UK | $2.5M-49.0% | $4.9M-82.0% | $27.2M+52.8% | $17.8M+837% | $1.9M-66.1% | |
| Investment property, net by Business | ||||||
| MH | $5.28B-0.1% | $5.28B+6.0% | $4.98B— | —— | —— | |
| RV | $3.32B-0.7% | $3.34B+4.4% | $3.2B— | —— | —— | |
| UK | $2.28B-0.1% | $2.28B-0.9% | $2.3B-1.8% | $2.35B+0.7% | $2.33B+3.8% | |
| Real estate tax by Business | ||||||
| MH | $19.8M+25.3% | $15.8M-18.6% | $19.4M+1.0% | $19.2M+8.5% | $17.7M+3.5% | |
| RV | $7.5M+15.4% | $6.5M-8.5% | $7.1M-2.7% | $7.3M+2.8% | $7.1M+14.5% | |
| UK | $2.2M+15.8% | $1.9M-13.6% | $2.2M0.0% | $2.2M+15.8% | $1.9M+11.8% | |
| Other Expenses by Business | ||||||
| MH | $3M— | —— | $1.8M— | —— | $2.5M— | |
| RV | $8M— | —— | $14.4M— | —— | $8.2M— | |
| UK | $3.1M+72.2% | $1.8M-66.0% | $5.3M+26.2% | $4.2M+82.6% | $2.3M-4.2% | |
| Intangible Asset, Excluding Goodwill, after Accumulated Amortization by Business | ||||||
| MH | $10.1M-4.7% | $10.6M+73.8% | $6.1M— | —— | —— | |
| RV | $25.5M-2.3% | $26.1M+7.0% | $24.4M— | —— | —— | |
| UK | $62.2M-4.0% | $64.8M-2.6% | $66.5M-4.2% | $69.4M+3.4% | $67.1M+0.6% | |
| Collateralized receivables, net by Business | ||||||
| MH | $41.6M-3.7% | $43.2M-4.8% | $45.4M— | —— | —— | |
| RV | $0— | $0— | $0— | —— | —— | |
| UK | $0— | $0— | $0— | $0— | $0— | |
| Home sales by Business | ||||||
| MH | $20M-33.1% | $29.9M-6.6% | $32M-8.6% | $35M+61.3% | $21.7M-47.5% | |
| RV | $6.5M+47.7% | $4.4M-22.8% | $5.7M-17.4% | $6.9M-1.4% | $7M+20.7% | |
| UK | $41.6M+16.5% | $35.7M-38.3% | $57.9M-0.5% | $58.2M+51.2% | $38.5M-10.0% | |
| Cash, cash equivalents and restricted cash by Business | ||||||
| MH | $311.4M-22.2% | $400.2M-47.3% | $759.8M— | —— | —— | |
| RV | $160M-22.5% | $206.5M-47.6% | $394.4M— | —— | —— | |
| UK | $25.6M-12.9% | $29.4M+14.0% | $25.8M+4.5% | $24.7M+426% | $4.7M-42.0% | |
| Goodwill by Business | ||||||
| MH | $0— | $0— | $0— | $0— | $0— | |
| RV | $9.5M0.0% | $9.5M0.0% | $9.5M0.0% | $9.5M0.0% | $9.5M0.0% | |
| UK | $0— | $0— | $0— | $0— | $0— | |
| Cost, Direct Labor by Business | ||||||
| MH | $15.5M— | —— | $14.3M— | —— | $14M— | |
| RV | $17.9M— | —— | $28.1M— | —— | $17.5M— | |
| UK | $6.8M+6.3% | $6.4M-28.1% | $8.9M+3.5% | $8.6M+43.3% | $6M-4.8% | |
| Professional Fees by Business | ||||||
| MH | $7.5M— | —— | $8.9M— | —— | $7.6M— | |
| RV | $2.9M— | —— | $3.4M— | —— | $3.2M— | |
| UK | $300K-40.0% | $500K+66.7% | $300K0.0% | $300K-25.0% | $400K+33.3% | |
| Utilities Expense by Business | ||||||
| MH | $26.5M— | —— | $25.6M— | —— | $25.4M— | |
| RV | $16.3M— | —— | $23.8M— | —— | $15.3M— | |
| UK | $9M+20.0% | $7.5M-1.3% | $7.6M-6.2% | $8.1M+2.5% | $7.9M-3.7% | |
| Cost of Property Repairs and Maintenance by Business | ||||||
| MH | $11.8M— | —— | $12.9M— | —— | $9.6M— | |
| RV | $6.4M— | —— | $10.1M— | —— | $5.9M— | |
| UK | $5.8M+107% | $2.8M-17.6% | $3.4M-41.4% | $5.8M+5.5% | $5.5M+206% | |
| Inventory of manufactured homes by Business | ||||||
| MH | $61.5M-6.4% | $65.7M-3.1% | $67.8M-16.9% | $81.6M+6.3% | $76.8M+46.6% | |
| RV | $14.8M-22.1% | $19M-23.1% | $24.7M-8.9% | $27.1M-8.8% | $29.7M+94.1% | |
| UK | $56.5M-2.9% | $58.2M-7.0% | $62.6M-1.1% | $63.3M-3.9% | $65.9M+6.1% | |
| Total Assets by Geography | ||||||
| North America | $9.85B-1.2% | $9.97B-1.8% | $10.15B-5.4% | $10.73B-22.3% | $13.81B-1.0% | |
| UNITED KINGDOM | $2.51B-1.6% | $2.55B-3.6% | $2.65B+0.9% | $2.63B-2.4% | $2.69B+3.5% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Sun Communities break its business down?
- Sun Communities (SUI) reports revenue by business across 3 parts — MH, RV and UK. Each is extracted from the segment footnotes and tracked over time.
- Where does Sun Communities's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Sun Communities's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
