Equity LifeStyle Properties (ELS) earnings

EQUITY LIFESTYLE PROPERTIES INC· Real Estate

Results to: Mar 2026
Latest analysed call: Sep 2026 (Q3 FY26)
Balance sheet to: Dec 2025

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Equity LifeStyle Properties earnings: last reported Wed, 21 Oct 2026, for the quarter ended Sep 2026.

Reported

The figures, each with its period

Each figure keeps its basis and period; nothing is filled in.

Metric	Value	Change	Basis	Period	Note
Revenue	398 $ million	+2.7% YoY	Quarterly, as filed	Quarter to Mar 2026	Revenue from operations as filed.
Operating margin	28.3 %	−0.0 pts YoY	Operating profit / revenue	Quarter to Mar 2026	For the quarter; a change is in percentage points.
Net profit	111 $ million	−2.5% YoY	Quarterly, as filed	Quarter to Mar 2026	Profit after tax as filed.

Source: Inve data from filed results (SEC filings) · to Mar 2026

Price

$60.84 −0.54% · −$0.33

Last close Oct 23, 2026 · US · USD · Source: Inve

Performance −4.0% 1Y

1Y: $63.37 on 22 Oct 2025 → $60.84. High $68.37 (2 Mar 2026), low $57.62 (1 Oct 2026).

Previous close: $61.17
52-week range: $57.62 – $68.37
One year: −0.25%

Overview

Symbol: ELS
Sector: Real Estate
Exchange: US
Currency: USD

Financials

What the filings say

Net profit, year on year: −3% (quarter to mar 2026 against mar 2025).

In $ million. Oldest period first.

Line item	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026
Sales	380	387	372	387	377	393	374	398
Expenses	298	304	271	278	293	295	275	285
Operating profit	82	83	102	109	84	99	99	112
Operating margin	21.5%	21.4%	27.3%	28.3%	22.4%	25.1%	26.5%	28.3%
Net profit	82	87	101	114	83	100	104	111
EPS ($ per share)	0.42	0.44	—	0.57	0.42	0.50	—	0.56

Source: Inve data · income statement, quarterly · to Mar 2026

In $ million. Oldest period first.

Line item	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Equity capital	2	2	2	2	2	2	2	2
Total liabilities	2,732	2,829	3,114	3,822	3,975	4,115	3,822	3,931
Total assets	3,926	4,151	4,419	5,308	5,493	5,614	5,646	5,745

Source: Inve data · balance sheet · to Dec 2025

In $ million. Oldest period first.

Line item	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Cash from operations	414	444	417	509	476	548	597	571
Cash from investing	-398	-352	-401	-828	-402	-325	-218	-277
Cash from financing	17	-132	-21	419	-175	-216	-384	-293
Net cash flow	33	-40	-5	99	-101	8	-5	2
Capital expenditure	-667	-502	-377	-602	-382	-317	-241	-237
Free cash flow	-253	-58	40	-93	94	231	355	334

Source: Inve data · cash flow · to Dec 2025

ELS revenue by segment

ELS revenue by business segment, share of consolidated revenue by quarter
Segment	Q3 FY2024	Q4 FY2024	Q1 FY2025	Q2 FY2025	Q3 FY2025	Q4 FY2025	Q1 FY2026	Q2 FY2026	YoY growth latest quarter
Property Operations	9%	8%	8%	9%	9%	8%	8%	9%	+7.1%
Home Sales and Rentals	4%	3%	3%	3%	3%	3%	2%	3%	-3.5%

Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.

See how segments are shifting across companies → Segment Shift

ELS operating KPIs by quarter

ELS operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Mar 2026 Q1 FY26	Jun 2026 Q2 FY26	Change vs prior quarter
Occupancy rate Manufactured housing portfolio	94% Our manufactured housing portfolio represents approximately 60% of our total revenue, and these properties are currently 94% occupied. Source: earnings call transcript	94% Our MH core portfolio represents approximately 60% of our total revenue with occupancy of 94%. Source: earnings call transcript	0 pt
Occupancy rate	93.9% Occupied sites increased 54% during the first quarter, resulting in occupancy of 93.9%. Source: earnings call transcript	93.7% During that same period, we added 140 expansion sites, resulting in occupancy of 93.7% as of the end of June. Source: earnings call transcript	-0.2 pt

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Insider filings

93 filings between Oct 29, 2025 and Oct 1, 2026.

Open market

decisions to buy or sell

Purchases

None

No insider bought shares.

Sales

$201.7K

1 sale by 1 insider

Compensation

not trading decisions

33: Award — granted as compensation
28: Tax withheld — shares kept back by the company to cover tax

Also filed: 31 gifts.

Who traded

open market only

Insider	Bought	Sold	Last filing
CONTIS DAVID J	—	$201.7K	Mar 18, 2026

Latest filings (50)

Date	Insider	What	Shares	Value
Oct 1, 2026	Freedman Constance Director	Award	392	$19.4K
Aug 3, 2026	Freedman Constance Director	Award	62	$3.4K
Jul 31, 2026	Peppet Scott R Director	Gift	3,615	$0
Jul 1, 2026	Freedman Constance Director	Award	377	$19.5K
May 1, 2026	CONTIS DAVID J Director	Gift	802	$0
May 1, 2026	CONTIS DAVID J Director	Gift	802	$0
May 1, 2026	CONTIS DAVID J Director	Gift	111	$0
May 1, 2026	CONTIS DAVID J Director	Gift	111	$0
May 1, 2026	Freedman Constance Director	Award	60	$3.2K
Apr 29, 2026	CONTIS DAVID J Director	Gift	104	$0
Apr 29, 2026	CONTIS DAVID J Director	Gift	196	$0
Apr 29, 2026	CONTIS DAVID J Director	Gift	758	$0
Apr 29, 2026	CONTIS DAVID J Director	Gift	104	$0
Apr 29, 2026	CONTIS DAVID J Director	Gift	196	$0
Apr 29, 2026	CONTIS DAVID J Director	Gift	758	$0
Apr 28, 2026	Berkenfield Andrew Director	Award	120	$7.5K
Apr 28, 2026	Papandreou Radhika Director	Award	2,316	$145.0K
Apr 28, 2026	Burks Derrick Director	Award	319	$20.0K
Apr 28, 2026	Freedman Constance Director	Award	240	$15.0K
Apr 28, 2026	CONTIS DAVID J Director	Award	2,316	$145.0K
Apr 28, 2026	Freedman Constance Director	Award	2,316	$145.0K
Apr 28, 2026	Burks Derrick Director	Award	2,316	$145.0K
Apr 28, 2026	CALIAN PHILIP Director	Award	320	$20.0K
Apr 28, 2026	CALIAN PHILIP Director	Award	399	$25.0K
Apr 28, 2026	CALIAN PHILIP Director	Award	2,316	$145.0K
Apr 28, 2026	Berkenfield Andrew Director	Award	2,316	$145.0K
Apr 28, 2026	CONTIS DAVID J Director	Award	200	$12.5K
Apr 28, 2026	Peppet Scott R Director	Award	320	$20.0K
Apr 28, 2026	CONTIS DAVID J Director	Award	319	$20.0K
Apr 28, 2026	Papandreou Radhika Director	Award	120	$7.5K
Apr 28, 2026	Peppet Scott R Director	Award	2,316	$145.0K
Apr 24, 2026	CONTIS DAVID J Director	Gift	98	$0
Apr 24, 2026	CONTIS DAVID J Director	Gift	98	$0
Apr 24, 2026	HENEGHAN THOMAS Chairman of the Board	Gift	196	$0
Apr 24, 2026	HENEGHAN THOMAS Chairman of the Board	Gift	196	$0
Apr 1, 2026	Freedman Constance Director	Award	366	$19.4K
Mar 18, 2026	CONTIS DAVID J Director	Gift	8,000	$0
Mar 18, 2026	CONTIS DAVID J Director	Sale	3,000	$201.7K
Feb 3, 2026	Seavey Paul EVP & Chief Financial Officer	Tax withheld	1,074	$67.9K
Feb 3, 2026	NADER MARGUERITE M Vice Chairman and CEO	Award	29,970	$1.92M
Feb 3, 2026	NADER MARGUERITE M Vice Chairman and CEO	Tax withheld	1,408	$89.0K
Feb 3, 2026	NADER MARGUERITE M Vice Chairman and CEO	Tax withheld	2,003	$126.6K
Feb 3, 2026	Waite Patrick President & COO	Gift	2,215	$0
Feb 3, 2026	NADER MARGUERITE M Vice Chairman and CEO	Tax withheld	1,325	$83.7K
Feb 3, 2026	NADER MARGUERITE M Vice Chairman and CEO	Tax withheld	1,570	$99.2K
Feb 3, 2026	NADER MARGUERITE M Vice Chairman and CEO	Tax withheld	2,129	$134.6K
Feb 3, 2026	NADER MARGUERITE M Vice Chairman and CEO	Tax withheld	1,311	$82.9K
Feb 3, 2026	Waite Patrick President & COO	Gift	2,114	$0
Feb 3, 2026	Waite Patrick President & COO	Gift	2,114	$0
Feb 3, 2026	Waite Patrick President & COO	Gift	2,684	$0

Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.

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