Equity Lifestyle Properties Inc (ELS.N): Up for Debate; Thoughts on ELS’s2026 Earnings-20260723
Flash | 23 Jul 2026 08:26:30 ET │ 15 pages Equity Lifestyle Properties Inc (ELS.N) Up for Debate; Thoughts on ELS's 2Q26 Earnings CITI'S TAKE While ELS lifted its core FFO guidance midpoint by 1c (~0.3%) on +30bps higher core income growth, this was driven by lower expenses (-60bps), as revenue growth was lowered slightly (-10bps) to reflect worse transient/seasonal RV revenue (presumably due to recent trends, as 3Q is the most important for transient revenues). Though ELS lifted both is core income growth ...