CoverageForm 410-K10-Q8-K13D13G13F

ELS · Equity Lifestyle Properties Inc - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · ELS

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$397.62M-$393.31M$376.87M$387.33M-$387.26M$380.02M$386.57M-
Cost of Revenue----------
Gross Profit----------
R&D----------
SG&A$11.10M-$8.79M$10.46M$9.24M-$9.27M$8.98M$11.99M-
Total Operating Expenses$285.25M-$294.69M$292.64M$277.84M-$304.47M$298.47M$271.82M-
D&A----------
Operating Income$112.37M-$98.62M$84.22M$109.49M-$81.03M$65.08M$114.75M-
Interest Expense$33.65M-$33.66M$32.20M$31.14M-$36.50M$36.04M$33.54M-
Income Tax------$0$0($239.0K)-
Net Income$111.49M-$100.36M$83.49M$114.39M-$86.86M$82.13M$115.27M-
EPS - Basic$0.56-$0.50$0.42$0.57-$0.44$0.42$0.59-
EPS - Diluted$0.56-$0.50$0.42$0.57-$0.44$0.42$0.59-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$39.24M$26.13M$39.29M$33.01M$47.48M$24.58M$40.40M$35.66M$47.28M$29.94M
Accounts Receivable----------
Inventory----------
Accounts Payable----------
Current Assets----------
Total Assets$5.75B$5.75B$5.75B$5.72B$5.64B$5.65B$5.64B$5.65B$5.63B$5.61B
Current Liabilities----------
Long-term Debt-$3.35B---$3.20B---$3.52B
Total Liabilities$3.93B$3.93B$3.94B$3.91B$3.81B$3.82B$4.15B$4.14B$4.11B$4.12B
Stockholders' Equity$1.76B$1.76B$1.75B$1.73B$1.75B$1.74B$1.43B$1.44B$1.45B$1.43B
Retained Earnings----------

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$194.23M---$193.39M---$198.75M-
Investing Cash Flow($44.30M)---($42.32M)---($51.29M)-
Financing Cash Flow($136.83M)---($128.17M)---($130.11M)-
CapEx----------
Free Cash Flow----------

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin----------
Operating margin28.3%-25.1%22.3%28.3%-20.9%17.1%29.7%-
EBITDA margin----------
Net margin28.0%-25.5%22.2%29.5%-22.4%21.6%29.8%-
Free cash flow margin----------
FCF / Net income----------
R&D / Revenue----------
SG&A / Revenue2.8%-2.2%2.8%2.4%-2.4%2.4%3.1%-
Effective tax rate------0.0%0.0%-0.2%-
Return on assets1.9%-1.7%1.5%2.0%-1.5%1.5%2.0%-
Return on equity6.3%-5.7%4.8%6.5%-6.1%5.7%8.0%-
Return on invested capital----------
Liquidity
Current ratio----------
Quick ratio----------
Cash ratio----------
Leverage
Debt / Equity-1.91---1.84---2.46
Debt / Assets-0.58---0.57---0.63
Debt / EBITDA----------
Interest coverage3.3x-2.9x2.6x3.5x-2.2x1.8x3.4x-
Equity multiplier3.263.273.283.313.223.243.963.923.893.93
Liabilities / Assets0.680.680.680.680.680.680.740.730.730.73
Efficiency
Asset turnover0.07-0.070.070.07-0.070.070.07-
Inventory turnover----------
Days sales outstanding----------
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E111.5x-121.4x146.8x117.0x-162.1x155.1x109.2x-
P / B7.1x-6.9x7.1x7.6x-9.8x8.8x8.7x-
P / S31.4x-30.9x32.7x34.5x-36.0x33.5x32.6x-
EV / EBITDA----------
Growth
Revenue growth (YoY)2.7%-1.6%-0.8%0.2%--0.4%2.7%4.5%-
Revenue CAGR (3y)2.4%-1.1%1.0%2.5%-5.2%6.2%--
Revenue CAGR (5y)--6.7%8.2%6.7%-7.4%8.9%8.3%-
Gross profit growth (YoY)----------
Operating income growth (YoY)2.6%-21.7%29.4%-4.6%-1.2%0.0%33.5%-
Net income growth (YoY)-2.5%-15.5%1.7%-0.8%-7.6%24.3%33.3%-
EPS growth (YoY)-1.8%-13.6%0.0%-3.4%-7.3%23.5%34.1%-
EPS CAGR (3y)8.4%-11.6%8.4%8.2%-5.0%8.4%--
EPS CAGR (5y)--12.3%10.9%9.0%-4.7%-3.8%-14.1%-
FCF growth (YoY)----------
FCF CAGR (5y)----------
Book value growth (YoY)0.7%0.9%23.0%20.2%20.8%21.8%-0.1%0.6%0.5%-1.2%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$1.51B total
Property Operations Segment$1.46B · 96.2%
Home Sales And Rentals$56.95M · 3.8%

Product / service

$260.49M total
Home Sales Brokered Resales And Ancillary Services$86.03M · 33.0%
Right To Use Annual Payment$69.27M · 26.6%
Ancillary Services$43.37M · 16.6%
Home Sales And Brokered Resale$42.67M · 16.4%
Right To Use Contracts Current$12.41M · 4.8%
Membership Subscription$6.74M · 2.6%

Peer comparison

Same SIC group: Real Estate Investment Trusts

CompanyRevenue (last FY)Net marginROE
UMH$261.75M2.3%0.7%
ARE---9.2%
VTR$5.83B4.3%2.0%
SPG$6.36B72.7%88.8%
NYSE: KRC$1.11B0.0%0.0%

Comparing EQUITY LIFESTYLE PROPERTIES INC against the 5 most active filers in the same SIC group.

Dividends

$2.09/share trailing 12 months · +7.1% YoY

Ex-datePer share
Mar 27, 2026$0.5430
Dec 26, 2025$0.5150
Sep 26, 2025$0.5150
Jun 27, 2025$0.5150
Mar 28, 2025$0.5150
Dec 27, 2024$0.4780
Sep 27, 2024$0.4780
Jun 28, 2024$0.4780
Mar 27, 2024$0.4780
Dec 28, 2023$0.4480
Sep 28, 2023$0.4480
Jun 29, 2023$0.4480
Mar 30, 2023$0.4480
Dec 29, 2022$0.4100
Sep 29, 2022$0.4100
Jun 23, 2022$0.4100
Mar 24, 2022$0.4100
Dec 30, 2021$0.3630
Sep 23, 2021$0.3630
Jun 24, 2021$0.3630
Mar 25, 2021$0.3630
Dec 23, 2020$0.3430
Sep 24, 2020$0.3430
Jun 25, 2020$0.3430