| PSA |
Report |
Core FFO per share |
BEAT |
pred ~$4.31 vs. cons $4.25 |
MEDIUM |
| PSA |
Report |
Same-store revenue growth |
BEAT |
pred ~-0.7% vs. cons -0.9% |
MEDIUM |
| PSA |
Report |
Same-store NOI growth |
MISS |
pred ~-1.7% vs. cons -1.5% |
MEDIUM |
| PSA |
Guide |
Core FFO per share guidance |
LOWER |
guide ~$16.90 vs. cons $16.94 (FY2026) |
MEDIUM |
| PSA |
Guide |
Same-store revenue growth guidance |
BETTER |
guide ~-0.9% vs. cons -1.0% (FY2026) |
MEDIUM |
| PSA |
Guide |
NSA Core FFO per-share accretion commentary |
LOWER |
guide ~$0.18 vs. cons $0.20 (FY2027) |
LOW |
| PSA |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.2% |
— |
MEDIUM |
| PSA |
Return |
5-day cumulative residual |
-3.4% (FOLLOW-THROUGH) |
A modest Q2 Core FFO beat is outweighed by guide ~$16.90 vs. cons $16.94 for FY2026 and NSA accretion of ~$0.18 vs. cons $0.20 for FY2027, prompting out-period estimate cuts after the initial reaction. |
MEDIUM |