Sun Communities SUI Business Segments
| Q4 '26 | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Business | ||||||
| MH | $292.5M+6.9% | —— | $301.7M+5.6% | —— | $273.5M— | |
| RV | $122M+6.4% | —— | $254.1M-1.8% | —— | $114.7M— | |
| UK | $84.1M+10.8% | $74.2M-16.5% | $141.4M+4.1% | $127.5M+16.7% | $75.9M-3.6% | |
| Segment Reporting, Other Segment Item, Amount by Business | ||||||
| MH | $20.4M-4.7% | —— | $27.1M-21.7% | —— | $21.4M— | |
| RV | $13.6M+16.2% | —— | $25.4M-13.9% | —— | $11.7M— | |
| UK | $11.5M+10.6% | $7.6M-18.3% | $16.8M+13.5% | $15.4M+14.9% | $10.4M+11.8% | |
| Total Notes and Other Receivables, net by Business | ||||||
| MH | $204.2M— | $199.6M-14.5% | $254.7M— | —— | —— | |
| RV | $90.9M— | $61M-49.8% | $74.6M— | —— | —— | |
| UK | $38M-18.6% | $71.5M-5.0% | $139.1M+11.3% | $34.4M+96.6% | $46.7M+18.8% | |
| Ancillary by Business | ||||||
| MH | $2.7M+8.0% | —— | $1.6M+6.7% | —— | $2.5M— | |
| RV | $5.8M0.0% | —— | $39M-3.5% | —— | $5.8M— | |
| UK | $4.8M+14.3% | $6.5M-1.5% | $20.2M+5.8% | $16.6M+18.6% | $4.2M-2.3% | |
| UK Segment | $1.8M+20.0% | $2.6M+85.7% | $6.6M-12.0% | $5.8M+9.4% | $1.5M-16.7% | |
| Operating Income (Loss) by Business | ||||||
| MH | $188M+7.2% | $168.7M+6.7% | $178.3M+9.5% | $173.5M+1.3% | $175.3M+5.0% | |
| RV | $49.4M+7.9% | $51.3M-13.6% | $134.8M-1.7% | $82.2M-3.4% | $45.8M-13.3% | |
| UK | $18M+5.9% | $19.1M-43.5% | $53.7M+0.4% | $39.8M+9.3% | $17M-27.4% | |
| Total Assets by Business | ||||||
| MH | $6.18B— | $6.27B+9.0% | $6.39B— | —— | —— | |
| RV | $3.66B— | $3.7B-2.2% | $3.76B— | —— | —— | |
| UK | $2.51B-6.7% | $2.55B-1.8% | $2.65B-13.6% | $2.63B-5.0% | $2.69B-2.0% | |
| Lease Income, Nontransient by Business | ||||||
| MH | $269.3M+8.2% | —— | $254.6M+6.0% | —— | $248.8M— | |
| RV | $81.3M+10.2% | —— | $96.2M+5.1% | —— | $73.8M— | |
| UK | $35.2M+12.5% | $31.2M-16.8% | $33.4M+3.1% | $33.5M+8.1% | $31.3M-11.6% | |
| Other assets, net by Business | ||||||
| MH | $280.7M— | $273.3M+4.7% | $270M— | —— | —— | |
| RV | $45.1M— | $35.9M-3.0% | $36.5M— | —— | —— | |
| UK | $49.7M-72.1% | $46.7M-67.6% | $52.5M-75.8% | $90.9M-45.1% | $178.2M+25.6% | |
| Lease Income, Transient by Business | ||||||
| MH | $500K0.0% | —— | $100K-50.0% | —— | $500K— | |
| RV | $28.4M+1.1% | —— | $106.2M-6.9% | —— | $28.1M— | |
| UK | $2.5M+31.6% | $4.9M-12.5% | $27.2M+14.3% | $17.8M+29.9% | $1.9M-26.9% | |
| Investment property, net by Business | ||||||
| MH | $5.28B— | $5.28B+3.2% | $4.98B— | —— | —— | |
| RV | $3.32B— | $3.34B-4.8% | $3.2B— | —— | —— | |
| UK | $2.28B-2.1% | $2.28B+1.7% | $2.3B-3.2% | $2.35B+4.2% | $2.33B+4.3% | |
| Real estate tax by Business | ||||||
| MH | $19.8M+11.9% | $15.8M-7.6% | $19.4M+10.9% | $19.2M+9.7% | $17.7M+1.7% | |
| RV | $7.5M+5.6% | $6.5M+4.8% | $7.1M+10.9% | $7.3M+7.4% | $7.1M+10.9% | |
| UK | $2.2M+15.8% | $1.9M+11.8% | $2.2M+10.0% | $2.2M+15.8% | $1.9M+11.8% | |
| Other Expenses by Business | ||||||
| MH | $3M+20.0% | —— | $1.8M-60.9% | —— | $2.5M— | |
| RV | $8M-2.4% | —— | $14.4M-2.7% | —— | $8.2M— | |
| UK | $3.1M+34.8% | $1.8M-25.0% | $5.3M+10.4% | $4.2M+23.5% | $2.3M-4.2% | |
| Intangible Asset, Excluding Goodwill, after Accumulated Amortization by Business | ||||||
| MH | $10.1M— | $10.6M+11.6% | $6.1M— | —— | —— | |
| RV | $25.5M— | $26.1M-0.8% | $24.4M— | —— | —— | |
| UK | $62.2M-7.3% | $64.8M-2.8% | $66.5M-8.7% | $69.4M-1.3% | $67.1M-6.5% | |
| Collateralized receivables, net by Business | ||||||
| MH | $41.6M— | $43.2M-15.6% | $45.4M— | —— | —— | |
| RV | $0— | $0— | $0— | —— | —— | |
| UK | $0— | $0— | $0— | $0— | $0— | |
| Home sales by Business | ||||||
| MH | $20M-7.8% | $29.9M-27.6% | $32M-15.1% | $35M-28.9% | $21.7M-18.7% | |
| RV | $6.5M-7.1% | $4.4M-24.1% | $5.7M-38.7% | $6.9M-24.2% | $7M+14.8% | |
| UK | $41.6M+8.1% | $35.7M-16.6% | $57.9M-0.7% | $58.2M+18.3% | $38.5M+6.6% | |
| Cash, cash equivalents and restricted cash by Business | ||||||
| MH | $311.4M— | $400.2M+1,139% | $759.8M— | —— | —— | |
| RV | $160M— | $206.5M+1,137% | $394.4M— | —— | —— | |
| UK | $25.6M+445% | $29.4M+263% | $25.8M+113% | $24.7M+57.3% | $4.7M-43.4% | |
| 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— | $0-100% | $0-100% | $0-100% | |
| Cost, Direct Labor by Business | ||||||
| MH | $15.5M+10.7% | —— | $14.3M-4.0% | —— | $14M— | |
| RV | $17.9M+2.3% | —— | $28.1M-7.3% | —— | $17.5M— | |
| UK | $6.8M+13.3% | $6.4M+1.6% | $8.9M+2.3% | $8.6M+2.4% | $6M+3.4% | |
| Professional Fees by Business | ||||||
| MH | $7.5M-1.3% | —— | $8.9M+17.1% | —— | $7.6M— | |
| RV | $2.9M-9.4% | —— | $3.4M+13.3% | —— | $3.2M— | |
| UK | $300K-25.0% | $500K+66.7% | $300K0.0% | $300K-25.0% | $400K+33.3% | |
| Utilities Expense by Business | ||||||
| MH | $26.5M+4.3% | —— | $25.6M+4.5% | —— | $25.4M— | |
| RV | $16.3M+6.5% | —— | $23.8M+3.0% | —— | $15.3M— | |
| UK | $9M+13.9% | $7.5M-8.5% | $7.6M+4.1% | $8.1M+12.5% | $7.9M-2.5% | |
| Cost of Property Repairs and Maintenance by Business | ||||||
| MH | $11.8M+22.9% | —— | $12.9M-0.8% | —— | $9.6M— | |
| RV | $6.4M+8.5% | —— | $10.1M-8.2% | —— | $5.9M— | |
| UK | $5.8M+5.5% | $2.8M+55.6% | $3.4M-20.9% | $5.8M+23.4% | $5.5M+25.0% | |
| Inventory of manufactured homes by Business | ||||||
| MH | $61.5M-19.9% | $65.7M+25.4% | $67.8M-18.1% | $81.6M-13.2% | $76.8M-18.6% | |
| RV | $14.8M-50.2% | $19M+24.2% | $24.7M+12.3% | $27.1M+19.9% | $29.7M+22.2% | |
| UK | $56.5M-14.3% | $58.2M-6.3% | $62.6M-10.6% | $63.3M-3.7% | $65.9M-8.9% | |
| Total Assets by Geography | ||||||
| North America | $9.85B-28.7% | $9.97B-28.5% | $10.15B— | $10.73B— | $13.81B— | |
| UNITED KINGDOM | $2.51B-6.7% | $2.55B-1.8% | $2.65B— | $2.63B— | $2.69B— |
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.
