Sign In
Buy SUI
Sun Communities Earnings Calls
| Release date | Jul 27, 2026 |
| EPS estimate | $0.662 |
| EPS actual | $0.320 |
| EPS Surprise | -51.66% |
| Revenue estimate | 623.397M |
| Revenue actual | 484.6M |
| Revenue Surprise | -22.26% |
| Release date | Apr 27, 2026 |
| EPS estimate | $0.266 |
| EPS actual | -$0.0700 |
| EPS Surprise | -126.36% |
| Revenue estimate | 490.953M |
| Revenue actual | 507.9M |
| Revenue Surprise | 3.45% |
| Release date | Feb 24, 2026 |
| EPS estimate | $0.391 |
| EPS actual | $0.99 |
| EPS Surprise | 153.00% |
| Revenue estimate | 504.838M |
| Revenue actual | 515.2M |
| Revenue Surprise | 2.05% |
| Release date | Oct 29, 2025 |
| EPS estimate | $2.18 |
| EPS actual | $2.28 |
| EPS Surprise | 4.59% |
| Revenue estimate | 509.399M |
| Revenue actual | 697.2M |
| Revenue Surprise | 36.87% |
Last 4 Quarters for Sun Communities
Below you can see how SUI performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Oct 29, 2025 |
| Price on release | $119.53 |
| EPS estimate | $2.18 |
| EPS actual | $2.28 |
| EPS surprise | 4.59% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $123.34 |
| Oct 24, 2025 | $124.06 |
| Oct 27, 2025 | $124.47 |
| Oct 28, 2025 | $122.37 |
| Oct 29, 2025 | $119.53 |
| Oct 30, 2025 | $122.87 |
| Oct 31, 2025 | $126.60 |
| Nov 03, 2025 | $124.52 |
| Nov 04, 2025 | $124.80 |
| 4 days before | -3.09% |
| 4 days after | 4.41% |
| On release day | 2.79% |
| Change in period | 1.18% |
| Release date | Feb 24, 2026 |
| Price on release | $131.32 |
| EPS estimate | $0.391 |
| EPS actual | $0.99 |
| EPS surprise | 153.00% |
| Date | Price |
|---|---|
| Feb 18, 2026 | $129.99 |
| Feb 19, 2026 | $129.28 |
| Feb 20, 2026 | $130.85 |
| Feb 23, 2026 | $131.16 |
| Feb 24, 2026 | $131.32 |
| Feb 25, 2026 | $132.59 |
| Feb 26, 2026 | $135.78 |
| Feb 27, 2026 | $136.46 |
| Mar 02, 2026 | $137.18 |
| 4 days before | 1.02% |
| 4 days after | 4.46% |
| On release day | 0.97% |
| Change in period | 5.53% |
| Release date | Apr 27, 2026 |
| Price on release | $127.64 |
| EPS estimate | $0.266 |
| EPS actual | -$0.0700 |
| EPS surprise | -126.36% |
| Date | Price |
|---|---|
| Apr 21, 2026 | $129.22 |
| Apr 22, 2026 | $127.85 |
| Apr 23, 2026 | $129.60 |
| Apr 24, 2026 | $129.83 |
| Apr 27, 2026 | $127.64 |
| Apr 28, 2026 | $128.30 |
| Apr 29, 2026 | $126.56 |
| Apr 30, 2026 | $127.84 |
| May 01, 2026 | $126.55 |
| 4 days before | -1.22% |
| 4 days after | -0.85% |
| On release day | 0.517% |
| Change in period | -2.07% |
| Release date | Jul 27, 2026 |
| Price on release | $121.44 |
| EPS estimate | $0.662 |
| EPS actual | $0.320 |
| EPS surprise | -51.66% |
| Date | Price |
|---|---|
| Jul 21, 2026 | $119.04 |
| Jul 22, 2026 | $119.66 |
| Jul 23, 2026 | $120.00 |
| Jul 24, 2026 | $121.83 |
| Jul 27, 2026 | $121.44 |
| Jul 28, 2026 | $124.09 |
| Jul 29, 2026 | $127.94 |
| Jul 30, 2026 | $124.43 |
| Jul 31, 2026 | $123.48 |
| 4 days before | 2.02% |
| 4 days after | 1.68% |
| On release day | 2.18% |
| Change in period | 3.73% |
Sun Communities Earnings Call Transcript Summary of Q2 2026
Sun Communities reported a strong Q2 2026 with core FFO per share of $1.84, exceeding the high end of guidance. Performance was driven by robust Manufactured Housing (MH) operations, resilient RV results, and disciplined expense management. Management raised same-property NOI guidance for 2026 (midpoint combined North America MH and RV same-property NOI now +4.9%), citing continued MH strength and improving RV trends. Strategic priorities highlighted: disciplined capital allocation (including a new $1 billion buyback program), operating platform optimization (technology, process simplification), and investments in people and systems. The company is selling its UK business (expected to close by year-end) to simplify the portfolio; the UK portfolio is classified as held for sale and its full-year FFO contribution (~$86 million at midpoint) is disclosed in supplemental materials but not included in core guidance. Capital activity included roughly $200 million of repurchases during Q2 (about $260 million YTD), repayment of mortgage loans, and a strong balance sheet: total debt ~$4.1 billion, weighted average interest rate 3.3%, weighted average maturity 6.9 years, net debt / trailing EBITDA ~3.9x. Management emphasized continued discipline on acquisitions (seeking accretive, synergistic deals), ongoing RV revenue management and booking technology improvements, and the potential long-term positive impact of the 21st Century ROAD to Housing Act on affordability and MH demand.
