| ESS |
Report |
Core FFO/share |
BEAT |
pred ~$4.08 vs. cons $4.039 |
MEDIUM |
| ESS |
Report |
Same-property revenue growth |
BEAT |
pred ~3.0% vs. cons 2.585% |
MEDIUM |
| ESS |
Report |
Same-property NOI growth |
BEAT |
pred ~3.0% vs. cons 2.268% |
MEDIUM |
| ESS |
Guide |
Q3'26 Core FFO/share |
UNCHANGED |
guide ~$3.93-$4.05 vs. cons $3.982 |
LOW |
| ESS |
Guide |
FY26 Core FFO/share |
LOWER |
guide $15.69-$16.19 vs. cons $16.111 |
MEDIUM |
| ESS |
Guide |
FY26 same-property revenue growth |
BETTER |
guide ~2.4%-3.2% vs. cons 2.704% |
LOW |
| ESS |
Guide |
FY26 same-property NOI growth |
UNCHANGED |
guide ~1.8%-3.8% vs. cons 2.819% |
LOW |
| ESS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
LOW |
| ESS |
Return |
5-day cumulative residual |
-2.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — maintained FY Core FFO implies an out-period cut |
LOW |