| EXR |
Report |
Same-Store Revenue Growth (Q2 2026) |
BEAT |
pred ~+1.85% vs. cons +1.20% |
MEDIUM |
| EXR |
Report |
Core FFO per Share (Q2 2026) |
BEAT |
pred ~$2.11 vs. cons $2.079 |
MEDIUM |
| EXR |
Report |
Same-Store Occupancy (Q2 2026) |
IN-LINE |
pred ~94.0% vs. cons 93.76% |
MEDIUM |
| EXR |
Guide |
Core FFO/share (FY 2026) |
BETTER |
guide mid ~$8.325 vs. cons $8.296 |
MEDIUM |
| EXR |
Guide |
SS Revenue Growth (FY 2026) |
BETTER |
guide ~+1.5%-+2.5% vs. cons +1.33% |
MEDIUM |
| EXR |
Guide |
Qualitative tone (demand/supply/leasing season) |
BETTER |
Constructive; leasing season confirmed, supply tailwind accelerating |
HIGH |
| EXR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| EXR |
Return |
5-day cumulative residual |
+3.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — modest estimate revisions on FY raise support the stock; H2 implied flat vs. consensus limits upside |
MEDIUM |