| ESS |
Report |
Core FFO per diluted share (2026Q2) |
BEAT |
pred ~$4.07 vs. cons $3.98 |
MEDIUM |
| ESS |
Report |
Same-property revenue growth (2026Q2) |
BEAT |
pred ~3.1% vs. cons 3.0% |
MEDIUM |
| ESS |
Report |
Same-property NOI growth (2026Q2) |
BEAT |
pred ~2.7% vs. cons 2.6% |
LOW |
| ESS |
Guide |
Core FFO per diluted share |
BETTER |
guide ~$16.04 vs. cons $16.02 (FY2026) |
MEDIUM |
| ESS |
Guide |
Same-property revenue growth |
BETTER |
guide ~2.7% vs. cons 2.6% (FY2026 midpoint) |
MEDIUM |
| ESS |
Guide |
Same-property NOI growth |
BETTER |
guide ~2.4% vs. cons 2.3% (FY2026 midpoint) |
MEDIUM |
| ESS |
Guide |
Core FFO per diluted share |
LOWER |
guide ~$3.96 vs. cons $4.00 (2026Q3) |
LOW |
| ESS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.4% |
— |
MEDIUM |
| ESS |
Return |
5-day cumulative residual |
+0.6% (FADE) |
The Q2 beat and higher same-property guidance should drive an initial positive reaction, but guide ~$3.96 vs. cons $4.00 for 2026Q3 and a FY2026 midpoint of ~$16.04 vs. cons $16.02 imply that most of the annual raise merely captures the reported-quarter beat, leaving limited positive revision to second-half estimates. |
MEDIUM |