| ESS |
Report |
Blended Lease Rate Growth (Q2 2026) |
BEAT |
pred ~3.5% vs. cons ~3.06% (VA, Jul 28) |
HIGH |
| ESS |
Report |
Same-Store NOI Growth YoY (Q2 2026) |
BEAT |
pred ~2.8% vs. cons ~2.27% (VA, Jul 28) |
MEDIUM |
| ESS |
Report |
Core FFO/share (Q2 2026) |
IN-LINE |
pred ~$4.06 vs. cons $4.04 (VA, Jul 28) |
MEDIUM |
| ESS |
Guide |
FY 2026 Core FFO/share (FY 2026) |
UNCHANGED |
guide mid ~$16.05 vs. cons $16.11 (VA, Jul 28) |
MEDIUM |
| ESS |
Guide |
FY 2026 SS Revenue Growth (FY 2026) |
BETTER |
guide mid ~3.0% vs. cons 2.70% (VA, Jul 28) |
MEDIUM |
| ESS |
Guide |
Q3 2026 Core FFO/share (Q3 2026) |
UNCHANGED |
guide mid ~$4.04 vs. cons ~$4.03 (VA, Jul 28) |
MEDIUM |
| ESS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| ESS |
Return |
5-day cumulative residual |
-2.5% (FADE) |
FADE — H2 implied cut pulls estimates lower post-print; SS revenue raise limits the damage but does not reverse it |
MEDIUM |