ELS · Equity Lifestyle Properties Inc · Earnings Call Transcripts & Audio
$58.33
-0.38 (-0.65%)
At close · Sep 30
Return incl. dividend (before tax)
Market Cap
$11.49B
Shares
193.94M
Volume · Sep 30
1.54M
Avg daily vol (3M)
1.54M
Equity Lifestyle Properties Inc Earnings Call Transcripts
Quarterly earnings calls for Equity Lifestyle Properties Inc (ELS), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲9.7%
$380.97M
$70.51M
'22 Q3
22-10-18
▲1.6%
$340.62M
$76.67M
'22 Q4
23-01-31
▲2.7%
$369.95M
$86.46M
'23 Q1
23-04-18
▲1.3%
$370.01M
$66.05M
'23 Q2
23-07-18
▲2.1%
$388.81M
$80.74M
'23 Q3
23-10-17
▲5.9%
$360.64M
$96.43M
'23 Q4
24-01-30
▲4.5%
$386.57M
$115.27M
'24 Q1
24-04-23
▲2.7%
$380.02M
$82.13M
'24 Q2
24-07-23
▼0.4%
$387.26M
$86.86M
'24 Q3
24-10-22
▲3.2%
$372.32M
$100.56M
'24 Q4
25-01-28
▲0.2%
$387.33M
$114.39M
'25 Q1
25-04-22
▼0.8%
$376.87M
$83.49M
'25 Q2
25-07-22
▲1.6%
$393.31M
$100.36M
'25 Q3
25-10-23
▲0.4%
$373.87M
$103.81M
'25 Q4
26-01-29
LATEST
▲2.7%
$397.62M
$111.49M
'26 Q1
26-04-22
Earnings call
FY26 · Q2
2026-07-23
Equity Lifestyle Properties Inc (ELS) Q2 2026 Earnings Call Transcript
Confident tone
MH Occupancy and Demand
Core Portfolio NOI and FFO Growth
Legislation and Industry Tailwinds
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-22
Equity Lifestyle Properties Inc (ELS) Q1 2026 Earnings Call Transcript
Confident tone
Sunbelt and California Market Value Proposition
Manufactured Housing Portfolio Performance
RV and Marina Business
Revenue
$397.62M
▲ 2.7% YoY Diluted EPS
$0.56
▼ 1.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-01-29
Equity Lifestyle Properties Inc (ELS) Q4 2025 Earnings Call Transcript
Confident tone
RV Annual Business
Balance Sheet and Capital Allocation
MH Portfolio and Demographic Demand
Revenue
$373.87M*
▲ 0.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-23
Equity Lifestyle Properties Inc (ELS) Q3 2025 Earnings Call Transcript
Confident tone
Guidance and FFO outlook
Canadian customer headwinds
Florida and Sunbelt operations
Revenue
$393.31M
▲ 1.6% YoY Diluted EPS
$0.50
▲ 13.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-22
Equity Lifestyle Properties Inc (ELS) Q2 2025 Earnings Call Transcript
Positive tone
MH Portfolio Stability
Guidance and FFO Performance
Transient and Seasonal RV Headwinds
Revenue
$376.87M
▼ 0.8% YoY Diluted EPS
$0.42
▲ 0% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-22
Equity Lifestyle Properties Inc (ELS) Q1 2025 Earnings Call Transcript
Confident tone
FFO guidance and core NOI growth
MH portfolio occupancy and homeowner stability
RV annual revenue and seasonal demand
Revenue
$387.33M
▲ 0.2% YoY Diluted EPS
$0.57
▼ 3.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-01-28
Equity Lifestyle Properties Inc (ELS) Q4 2024 Earnings Call Transcript
Confident tone
Sunbelt Market Demographics & Portfolio
2025 Guidance & Dividend
RV Annual Customer & Churn
Revenue
$372.32M*
▲ 3.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-22
Equity Lifestyle Properties Inc (ELS) Q3 2024 Earnings Call Transcript
Confident tone
RV Business and Post-COVID Normalization
Insurance Costs and Coverage
Development Pipeline and Expansion
Revenue
$387.26M
▼ 0.4% YoY Diluted EPS
$0.44
▲ 7.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-23
Equity Lifestyle Properties Inc (ELS) Q2 2024 Earnings Call Transcript
Confident tone
RV Revenue Growth and Annual Base
Raised Full-Year Guidance
MH Portfolio Occupancy and Value
Revenue
$380.02M
▲ 2.7% YoY Diluted EPS
$0.42
▲ 23.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-23
Equity Lifestyle Properties Inc (ELS) Q1 2024 Earnings Call Transcript
Confident tone
RV and seasonal business
MH portfolio strength and occupancy
Core NOI and financial results
Revenue
$386.57M
▲ 4.5% YoY Diluted EPS
$0.59
▲ 34.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-01-30
Equity Lifestyle Properties Inc (ELS) Q4 2023 Earnings Call Transcript
Confident tone
2024 guidance and dividend
Florida exposure and cost pressures
RV and transient business
Revenue
$360.64M*
▲ 5.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-17
Equity Lifestyle Properties Inc (ELS) Q3 2023 Earnings Call Transcript
Revenue
$388.81M
▲ 2.1% YoY Diluted EPS
$0.41
▲ 13.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-18
Equity Lifestyle Properties Inc (ELS) Q2 2023 Earnings Call Transcript
Revenue
$370.01M
▲ 1.3% YoY Diluted EPS
$0.34
▲ 3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-18
Equity Lifestyle Properties Inc (ELS) Q1 2023 Earnings Call Transcript
Revenue
$369.95M
▲ 2.7% YoY Diluted EPS
$0.44
▼ 2.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-01-31
Equity Lifestyle Properties Inc (ELS) Q4 2022 Earnings Call Transcript
Revenue
$340.62M*
▲ 1.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-18
Equity Lifestyle Properties Inc (ELS) Q3 2022 Earnings Call Transcript
Revenue
$380.97M
▲ 9.7% YoY Diluted EPS
$0.36
▼ 5.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-19
Equity Lifestyle Properties Inc (ELS) Q2 2022 Earnings Call Transcript
Revenue
$365.31M
▲ 10.7% YoY Diluted EPS
$0.33
▲ 0% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-19
Equity Lifestyle Properties Inc (ELS) Q1 2022 Earnings Call Transcript
Revenue
$360.19M
▲ 18.6% YoY Diluted EPS
$0.45
▲ 25% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-01-25
Equity Lifestyle Properties Inc (ELS) Q4 2021 Earnings Call Transcript
Revenue
$335.42M*
▲ 12.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-19
Equity Lifestyle Properties Inc (ELS) Q3 2021 Earnings Call Transcript
Revenue
$347.24M
▲ 21.8% YoY Diluted EPS
$0.38
▲ 35.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-20
Equity Lifestyle Properties Inc (ELS) Q2 2021 Earnings Call Transcript
Revenue
$330.10M
▲ 29.9% YoY Diluted EPS
$0.33
▲ 32% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-20
Equity Lifestyle Properties Inc (ELS) Q1 2021 Earnings Call Transcript
Revenue
$303.65M
▲ 8.3% YoY Diluted EPS
$0.36
▼ 2.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-01-26
Equity Lifestyle Properties Inc (ELS) Q4 2020 Earnings Call Transcript
Revenue
$299.25M*
▲ 15.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-20
Equity Lifestyle Properties Inc (ELS) Q3 2020 Earnings Call Transcript
Revenue
$284.99M
▲ 5.1% YoY Diluted EPS
$0.28
▼ 20% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-21
Equity Lifestyle Properties Inc (ELS) Q2 2020 Earnings Call Transcript
Revenue
$254.09M
▲ 2.3% YoY Diluted EPS
$0.25
▼ 3.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-21
Equity Lifestyle Properties Inc (ELS) Q1 2020 Earnings Call Transcript
Revenue
$280.48M
▲ 8.3% YoY Diluted EPS
$0.37
▼ 41.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-01-28
Equity Lifestyle Properties Inc (ELS) Q4 2019 Earnings Call
Revenue
$258.64M
▲ 6.2% YoY Diluted EPS
$0.30
▲ 7.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
895417
CUSIP
29472R108
13F (30d)
14 filings
11 filers
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