| PSA |
Report |
Same-store revenue growth (Q2 2026) |
BEAT |
pred ~+0.3% vs. cons -0.34% |
MEDIUM |
| PSA |
Report |
Core FFO per share (Q2 2026) |
BEAT |
pred ~$4.32 vs. cons $4.25 |
MEDIUM |
| PSA |
Report |
FY 2026 Core FFO guidance (midpoint) |
IN-LINE |
pred ~$16.95 vs. cons $16.94 |
MEDIUM |
| PSA |
Guide |
FY 2026 Core FFO/share (FY 2026) |
UNCHANGED |
guide ~$16.80-$17.10 vs. cons $16.94 |
MEDIUM |
| PSA |
Guide |
FY 2026 SS revenue growth (FY 2026) |
UNCHANGED |
guide ~(1.5)%-+0.5% vs. cons -0.15% |
MEDIUM |
| PSA |
Guide |
FY 2026 SS NOI growth (FY 2026) |
UNCHANGED |
guide ~(2.5)%-0% vs. cons -0.56% |
MEDIUM |
| PSA |
Guide |
Qualitative: Move-in rate trajectory |
BETTER |
Confirms positive busy season rates; tone shift to constructive |
HIGH |
| PSA |
Guide |
Qualitative: LA state of emergency |
LOWER |
H2 drag worsening reiterated; no lift yet |
HIGH |
| PSA |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
MEDIUM |
| PSA |
Return |
5-day cumulative residual |
-3.5% (FADE) |
FADE — out-period math mildly negative (H2 implied ~$0.06/Q below cons); sell-side models will trim H2 estimates even on FY raise; short cover provides partial floor |
MEDIUM |