Sun Communities (SUI) Q1 FY26 earnings call

Sun Communities delivered strong first-quarter results, driven by outperformance in its North American manufactured housing and RV segments, leading to a raised full-year FFO guidance. The company continues to focus on disciplined capital allocation, optimizing its operating platform through data analytics, and strategic investments, while navigating macro challenges in the U.K. and managing the seasonal nature of its RV business.