| EXR |
Report |
Core FFO per share |
IN-LINE |
pred ~$2.08 vs. cons $2.06 |
MEDIUM |
| EXR |
Report |
Same-store revenue growth |
BEAT |
pred ~1.9% vs. cons 1.7% |
MEDIUM |
| EXR |
Report |
Same-store NOI growth |
BEAT |
pred ~3.0% vs. cons 2.5% |
MEDIUM |
| EXR |
Guide |
Core FFO per share |
BETTER |
guide ~$8.28 midpoint ($8.15-$8.40) vs. cons $8.26 (FY2026) |
MEDIUM |
| EXR |
Guide |
Same-store revenue growth |
LOWER |
guide ~1.25% midpoint (0.5%-2.0%) vs. cons 1.30% (FY2026) |
MEDIUM |
| EXR |
Guide |
Same-store NOI growth |
BETTER |
guide ~0.75% midpoint (-0.25%-1.75%) vs. cons 0.60% (FY2026) |
MEDIUM |
| EXR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.2% |
— |
MEDIUM |
| EXR |
Return |
5-day cumulative residual |
+0.8% (FADE) |
The operating beat should drive an initial positive reaction, but FY2026 same-store revenue guidance of ~1.25% versus consensus 1.30% implies second-half growth of only ~0.7% versus the Street near 0.8%, limiting estimate revisions and causing part of the day-1 move to fade. |
MEDIUM |