Earnings call · FY2026 Q3
Executive readout · one minute
The audio replay and transcript follow the call.
Forward guidance
15 guided metrics
Management's latest ranges and targets are included below.
Research coverage
2 live sources
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From the 8-K filed Oct 26, 2026.
| Metric | Period | Guided | Basis |
|---|---|---|---|
|
Revenues from real property
table
Expected Change in 2026
|
4.1% – 4.3% | — | |
|
Total property operating expenses
table
Expected Change in 2026
|
2.3% – 2.5% | — | |
|
Total North America Same Property NOI(a)
table
Expected Change in 2026
|
4.9% – 5.3% | — | |
|
MH NOI (282 properties)
table
Expected Change in 2026
|
6.9% – 7.2% | — | |
|
RV NOI (152 properties)
table
Expected Change in 2026
|
0% – 0.8% | — | |
|
North America Same Property NOI growth
Fourth Quarter Ending December 31, 2026
|
4% – 5.9% | — | |
|
MH
table
4Q26
|
25% | — | |
|
RV
table
4Q26
|
19% | — | |
|
Home Sales FFO - North America
table
4Q26
|
15% | — | |
|
Total
table
4Q26
|
24% | — | |
|
Consolidated Ancillary NOI
table
4Q26
|
4% | — | |
|
Consolidated EBITDAre
table
4Q26
|
22% | — | |
|
Core FFO per Share(c)
table
4Q26
|
21% | Non-GAAP | |
|
MH
table
2027
|
5.4% | — | |
|
Annual RV
table
2027
|
4.4% | — |
How the reported period landed and where the business moved.
Company presentation
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SEC filing · Item 2.02
Filed Oct 26, 2026 · complete as-filed document
