| INVH |
Report |
2Q26 Core FFO per share |
IN-LINE |
pred ~$0.49 vs. cons $0.49 |
HIGH |
| INVH |
Report |
2Q26 same-store NOI growth |
BEAT |
pred ~1.2% vs. cons 0.9% |
MEDIUM |
| INVH |
Report |
2Q26 blended rent growth |
BEAT |
pred ~2.7% vs. cons 2.5% |
MEDIUM |
| INVH |
Guide |
Core FFO per share |
UNCHANGED |
guide ~$1.94 midpoint vs. cons $1.94 (FY26) |
HIGH |
| INVH |
Guide |
Same-store NOI growth |
BETTER |
guide ~1.3% midpoint vs. cons 1.15% (FY26) |
MEDIUM |
| INVH |
Guide |
Same-store revenue growth |
BETTER |
guide ~2.0% midpoint vs. cons 1.9% (FY26) |
MEDIUM |
| INVH |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.2% |
— |
MEDIUM |
| INVH |
Return |
5-day cumulative residual |
+1.4% (FADE) |
The operating beat should initially support the stock, but an unchanged ~$1.94 FY26 Core FFO midpoint versus consensus of $1.94 and elevated dispositions likely limit estimate revisions; cumulative residual return fades from ~2.2% on day 1 to ~1.4% by day 5. |
MEDIUM |