| INVH |
Report |
Blended Rent Growth SS (Q2 2026) |
BEAT |
pred ~2.9% vs. cons 2.71% |
MEDIUM |
| INVH |
Report |
Same-Store NOI Growth YoY (Q2 2026) |
BEAT |
pred ~1.3% vs. cons 1.02% |
MEDIUM |
| INVH |
Report |
Core FFO per share (Q2 2026) |
IN-LINE |
pred ~$0.492 vs. cons $0.489 |
HIGH |
| INVH |
Guide |
Core FFO/share (FY 2026) |
BETTER |
guide ~$1.96 mid vs. cons $1.946 |
MEDIUM |
| INVH |
Guide |
SS NOI Growth (FY 2026) |
BETTER |
guide mid ~1.4% vs. cons 1.10% |
MEDIUM |
| INVH |
Guide |
Blended rent trajectory (qualitative) |
BETTER |
upgrade tone to optimistic; confirm new lease positive through summer |
HIGH |
| INVH |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| INVH |
Return |
5-day cumulative residual |
+3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side raises H2 estimates as FY guidance raise implies higher out-period run-rate; stock closes gap to REZ |
MEDIUM |