Sun Communities, Inc. · SUI · Next earnings

Sun Communities, Inc. reports Tuesday, Feb 23, 2027

SUI reports after market close with consensus EPS at $0.54 and revenue at $449.9M. Last quarter: Sun Communities Q3 2026: Guidance Raised After Strong Results

Reports After market close119 days awayDate estimated Real Estate

What the street expects

Consensus for the coming report
Consensus EPS $0.54 Calendar consensus
Consensus revenue $449.9M Calendar consensus
Report date Feb 23, 2027 Tuesday, date estimated
Session After market close 119 days away

Where SUI left off: FY2026 Q3

Full report

Sun Communities Q3 2026: Guidance Raised After Strong Results

EPS surprise -20.0% Reported $1.00 vs $1.25
Revenue surprise -1.0% Reported $558.2M vs $563.6M
Stock move -4.1% Event window
Subsequent drift 0.0% Up to 20 sessions

Management raised 2026 manufactured-housing NOI and core FFO guidance despite the UK business sale. It also outlined 2027 rent-rate increases of about 5.4% for manufactured housing and 4.4% for RV.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Higher property-specific utility costs may pressure RV expenses.
  • The Fort Myers RV sale will remove business-interruption income in 2027.
  • The Australian Sun-Ingenia joint venture is expected to contribute less income after communities fill.
  • Cap-rate volatility and Road to Housing Act implementation could affect growth plans.

Questions analysts left open

  • Utility expense growth could pressure RV profitability.
  • The allocation of UK-sale proceeds and remaining cash warrants attention.
  • Cap-rate and financing conditions may affect future acquisitions.
  • Regulatory implementation of the Road to Housing Act remains uncertain.

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Recent SUI quarters

All SUI earnings
-4.1%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.