| EXR |
Report |
Core FFO per share |
BEAT |
pred ~$2.10 vs. cons $2.06 |
MEDIUM |
| EXR |
Report |
Same-store revenue growth |
BEAT |
pred ~2.6% vs. cons 1.4% |
MEDIUM |
| EXR |
Report |
Same-store NOI growth |
BEAT |
pred ~1.7% vs. cons 0.5% |
MEDIUM |
| EXR |
Guide |
FY2026 Core FFO per share guidance |
BETTER |
guide ~$8.15-$8.40 (midpoint $8.28) vs. cons $8.24 (FY2026) |
MEDIUM |
| EXR |
Guide |
FY2026 same-store revenue growth guidance |
BETTER |
guide ~0.5%-2.0% (midpoint 1.3%) vs. cons 1.0% (FY2026) |
MEDIUM |
| EXR |
Guide |
FY2026 same-store NOI growth guidance |
BETTER |
guide ~-0.75%-1.75% (midpoint 0.5%) vs. cons 0.2% (FY2026) |
MEDIUM |
| EXR |
Guide |
July new-customer rate and occupancy commentary |
BETTER |
guide ~1.5% move-in-rate growth and ~94.5% occupancy vs. cons 0.5% and 94.1% (July 2026) |
MEDIUM |
| EXR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.8% |
— |
MEDIUM |
| EXR |
Return |
5-day cumulative residual |
+4.1% (FOLLOW-THROUGH) |
A ~$0.04 quarterly Core FFO beat versus $2.06 consensus plus a FY2026 midpoint lift to ~$8.28 versus $8.24 consensus creates positive out-period math; better same-store revenue/NOI and constructive July pricing should support upward revisions rather than leave the move dependent only on the quarterly beat. |
MEDIUM |