ELS · Equity Lifestyle Properties Inc
$65.61
+0.60 (+0.92%)
At close · Aug 14
Market Cap
$12.72B
Shares
193.94M
Equity Lifestyle Properties Inc Earnings Call Transcripts
Every quarterly earnings call for Equity Lifestyle Properties Inc (ELS) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. 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 Q2 FY2026 Earnings Call
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 Q1 FY2026 Earnings Call
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 Q4 FY2025 Earnings Call
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 Q3 FY2025 Earnings Call
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 Q2 FY2025 Earnings Call
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 Q1 FY2025 Earnings Call
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 Q4 FY2024 Earnings Call
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 Q3 FY2024 Earnings Call
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 Q2 FY2024 Earnings Call
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 Q1 FY2024 Earnings Call
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 Q4 FY2023 Earnings Call
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 Q3 FY2023 Earnings Call
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 Q2 FY2023 Earnings Call
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 Q1 FY2023 Earnings Call
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 Q4 FY2022 Earnings Call
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 Q3 FY2022 Earnings Call
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 Q2 FY2022 Earnings Call
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 Q1 FY2022 Earnings Call
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 Q4 FY2021 Earnings Call
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 Q3 FY2021 Earnings Call
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 Q2 FY2021 Earnings Call
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 Q1 FY2021 Earnings Call
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 Q4 FY2020 Earnings Call
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 Q3 FY2020 Earnings Call
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 Q2 FY2020 Earnings Call
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 Q1 FY2020 Earnings Call
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 Q4 FY2019 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)
466 filings
438 filers
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