| AVB |
Report |
Core FFO per share (Q2 2026) |
IN-LINE |
pred ~$2.82 vs. cons $2.80 |
MEDIUM |
| AVB |
Report |
Same-store residential revenue growth (Q2 2026 YoY) |
BEAT |
pred ~1.8% vs. cons 1.7% |
MEDIUM |
| AVB |
Report |
Same-store residential NOI growth (Q2 2026 YoY) |
MISS |
pred ~0.1% vs. cons 0.2% |
MEDIUM |
| AVB |
Guide |
Core FFO per share (FY2026) |
LOWER |
guide ~$11.25 vs. cons $11.40 (FY2026) |
MEDIUM |
| AVB |
Guide |
Same-store residential revenue growth (FY2026) |
BETTER |
guide ~1.6% vs. cons 1.5% (FY2026) |
LOW |
| AVB |
Guide |
Annual net merger operating synergies |
UNCHANGED |
guide ~$125M vs. cons $125M (annual run-rate post-close) |
HIGH |
| AVB |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.5% |
— |
LOW |
| AVB |
Return |
5-day cumulative residual |
-0.8% (FOLLOW-THROUGH) |
An in-line ~$2.82 Q2 print versus $2.80 consensus would be outweighed by FY2026 Core FFO guidance of ~$11.25 versus $11.40 consensus. That implies roughly $5.60 of second-half Core FFO versus the Street's ~$5.77, prompting modest estimate cuts after the initial report; however, the fixed 2.793-share EQR exchange ratio should limit AVB-specific downside. |
LOW |