ESS · Essex Property Trust, Inc. · Earnings Call Transcripts & Audio
$270.05
-0.75 (-0.28%)
At close · Sep 18
Market Cap
$17.40B
Shares
64.27M
Essex Property Trust, Inc. Earnings Call Transcripts
Quarterly earnings calls for Essex Property Trust, Inc. (ESS), 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
▲12.9%
$409.75M
$98.70M
'22 Q3
22-10-26
▲11.7%
$415.18M
$194.22M
'22 Q4
23-02-07
▲8%
$412.42M
$161.59M
'23 Q1
23-04-27
▲4%
$416.04M
$105.76M
'23 Q2
23-07-27
▲2.3%
$419.18M
$93.01M
'23 Q3
23-10-26
▲1.6%
$421.75M
$70.35M
'23 Q4
24-02-06
▲3.5%
$426.93M
$285.14M
'24 Q1
24-04-30
▲6.3%
$442.36M
$98.99M
'24 Q2
24-07-30
▲7.5%
$450.70M
$125.49M
'24 Q3
24-10-29
▲7.8%
$454.47M
$301.69M
'24 Q4
25-02-04
▲8.8%
$464.58M
$212.78M
'25 Q1
25-04-29
▲6.2%
$469.83M
$231.53M
'25 Q2
25-07-29
▲5%
$473.30M
$172.72M
'25 Q3
25-10-29
▲5.5%
$479.63M
$85.75M
'25 Q4
26-02-05
▲4.3%
$484.76M
$112.21M
'26 Q1
26-04-29
LATEST
▲4.1%
$489.05M
$66.93M
'26 Q2
26-07-08
Earnings call
FY26 · Q2
2026-07-08
Essex Property Trust, Inc. (ESS) Q2 2026 Earnings Call Transcript
Confident tone
Northern California strength
Seattle market conditions
Same property performance and guidance raise
Revenue
$489.05M
▲ 4.1% YoY Diluted EPS
$0.97
▼ 71.8% YoY Gross margin
70.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-29
Essex Property Trust, Inc. (ESS) Q1 2026 Earnings Call
Positive tone
Northern California same-store performance
Demand indicators in Northern California
First quarter results and FFO beat
Revenue
$484.76M
▲ 4.3% YoY Diluted EPS
$1.65
▼ 47.8% YoY Gross margin
70.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-05
Essex Property Trust, Inc. (ESS) Q4 2025 Earnings Call Transcript
Positive tone
Northern California Market
2025 Performance Highlights
Job Growth and Demand
Revenue
$479.63M*
▲ 5.5% YoY Gross margin
70.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-29
Essex Property Trust, Inc. (ESS) Q3 2025 Earnings Call Transcript
Positive tone
Southern California / Los Angeles recovery path
Northern California strength and AI demand
2026 outlook and market positioning
Revenue
$473.30M
▲ 5% YoY Diluted EPS
$2.56
▲ 39.1% YoY Gross margin
69.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-29
Essex Property Trust, Inc. (ESS) Q2 2025 Earnings Call Transcript
Positive tone
Same-property revenue and rate growth by region
Los Angeles market challenges
Core FFO outperformance and guidance raise
Revenue
$469.83M
▲ 6.2% YoY Diluted EPS
$3.44
▲ 137.2% YoY Gross margin
70.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-29
Essex Property Trust, Inc. (ESS) Q1 2025 Earnings Call Transcript
Positive tone
Core FFO and guidance outlook
Delinquency and bad debt normalization
Same-property revenue and rent growth
Revenue
$464.58M
▲ 8.8% YoY Diluted EPS
$3.16
▼ 25.6% YoY Gross margin
69.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-04
Essex Property Trust, Inc. (ESS) Q4 2024 Earnings Call Transcript
Positive tone
2025 outlook and guidance
Delinquency and accounts receivable cleanup
West Coast job growth and innovation economy
Revenue
$454.47M*
▲ 7.8% YoY Gross margin
70.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-29
Essex Property Trust, Inc. (ESS) Q3 2024 Earnings Call Transcript
Confident tone
Same-property revenue growth and 2025 outlook
Demand drivers and return to office
Guidance raise and core FFO
Revenue
$450.70M
▲ 7.5% YoY Diluted EPS
$1.84
▲ 35.3% YoY Gross margin
69.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-30
Essex Property Trust, Inc. (ESS) Q2 2024 Earnings Call Transcript
Confident tone
Regional performance
Full-year guidance raise
Delinquency and turnover
Revenue
$442.36M
▲ 6.3% YoY Diluted EPS
$1.45
▼ 6.5% YoY Gross margin
70.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-30
Essex Property Trust, Inc. (ESS) Q1 2024 Earnings Call Transcript
Positive tone
Regional operational performance
Delinquency and evictions
Capital allocation and balance sheet
Revenue
$426.93M
▲ 3.5% YoY Diluted EPS
$4.25
▲ 78.6% YoY Gross margin
69.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-06
Essex Property Trust, Inc. (ESS) Q4 2023 Earnings Call Transcript
Positive tone
Supply and demand fundamentals
Same-property operations and occupancy
2024 guidance and outlook
Revenue
$421.75M*
▲ 1.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-26
Essex Property Trust, Inc. (ESS) Q3 2023 Earnings Call Transcript
Revenue
$419.18M
▲ 2.3% YoY Diluted EPS
$1.36
▼ 4.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-27
Essex Property Trust, Inc. (ESS) Q2 2023 Earnings Call Transcript
Revenue
$416.04M
▲ 4% YoY Diluted EPS
$1.55
▲ 78.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-27
Essex Property Trust, Inc. (ESS) Q1 2023 Earnings Call Transcript
Revenue
$412.42M
▲ 8% YoY Diluted EPS
$2.38
▲ 112.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-07
Essex Property Trust, Inc. (ESS) Q4 2022 Earnings Call Transcript
Revenue
$415.18M*
▲ 11.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-26
Essex Property Trust, Inc. (ESS) Q3 2022 Earnings Call Transcript
Revenue
$409.75M
▲ 12.9% YoY Diluted EPS
$1.43
▼ 21.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-26
Essex Property Trust, Inc. (ESS) Q2 2022 Earnings Call Transcript
Revenue
$399.98M
▲ 14% YoY Diluted EPS
$0.87
▼ 13% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-26
Essex Property Trust, Inc. (ESS) Q1 2022 Earnings Call Transcript
Revenue
$381.90M
▲ 7.5% YoY Diluted EPS
$1.12
▼ 56.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-02
Essex Property Trust, Inc. (ESS) Q4 2021 Earnings Call Transcript
Revenue
$371.60M*
▲ 2.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-26
Essex Property Trust, Inc. (ESS) Q3 2021 Earnings Call Transcript
Revenue
$362.86M
▼ 2.1% YoY Diluted EPS
$1.82
▲ 61.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-29
Essex Property Trust, Inc. (ESS) Q2 2021 Earnings Call Transcript
Revenue
$350.98M
▼ 5.3% YoY Diluted EPS
$1.00
▼ 22.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-27
Essex Property Trust, Inc. (ESS) Q1 2021 Earnings Call Transcript
Revenue
$355.12M
▼ 9.5% YoY Diluted EPS
$2.59
▼ 45.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-04
Essex Property Trust, Inc. (ESS) Q4 2020 Earnings Call Transcript
Revenue
$362.07M*
▼ 3.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-28
Essex Property Trust, Inc. (ESS) Q3 2020 Earnings Call Transcript
Revenue
$370.81M
▲ 1.1% YoY Diluted EPS
$1.13
▼ 25.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-03
Essex Property Trust, Inc. (ESS) Q2 2020 Earnings Call Transcript
Revenue
$370.50M
▲ 2.5% YoY Diluted EPS
$1.29
▼ 7.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-06
Essex Property Trust, Inc. (ESS) Q1 2020 Earnings Call Transcript
Revenue
$392.37M
▲ 10.1% YoY Diluted EPS
$4.76
▲ 163% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-01-29
Essex Property Trust, Inc. (ESS) Q4 2019 Earnings Call
Revenue
$375.37M*
▲ 6.3% YoY Diluted EPS
$1.95
▲ 9.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
920522
CUSIP
297178105
13F (30d)
16 filings
14 filers
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