| PSA |
Report |
Core FFO per share |
BEAT |
pred ~$4.29 vs. cons $4.23 |
MEDIUM |
| PSA |
Report |
Same-store revenue growth |
BEAT |
pred ~-0.4% vs. cons -1.6% |
MEDIUM |
| PSA |
Report |
Same-store NOI growth |
BEAT |
pred ~-0.1% vs. cons -1.5% |
MEDIUM |
| PSA |
Guide |
2026 Core FFO per share guidance |
BETTER |
guide ~$16.75 midpoint vs. cons $16.68 (FY2026) |
MEDIUM |
| PSA |
Guide |
2026 same-store revenue growth guidance |
UNCHANGED |
guide ~-1.1% midpoint vs. cons -1.0% (FY2026) |
MEDIUM |
| PSA |
Guide |
NSA run-rate synergy target |
UNCHANGED |
guide ~$120 million midpoint vs. cons $120 million (2028-2029 stabilization) |
HIGH |
| PSA |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| PSA |
Return |
5-day cumulative residual |
+5.0% (FOLLOW-THROUGH) |
Day 1 residual ~+3.5% vs. day 5 cumulative residual ~+5.0%: an operational beat plus a modest FY2026 FFO-guide lift should move estimates higher, while confirmation of ~$120 million NSA synergies reduces integration-risk discounting. |
MEDIUM |