Reporting Structure and Operations - The company revised its reporting structure from four segments to three: MH communities, RV communities, and UK communities[19]. - The company acquired 11 MH and three RV properties for a total cash consideration of $457.0 million in 2025[43]. - The company sold four MH properties, three RV properties, and three development land parcels for a gross sale price of $202.6 million during the same period[43]. - The company received over 33,700 applications to live in its MH and RV properties in 2025, enhancing its resident onboarding system[36]. - The company’s Rental Program consists of over 12,510 occupied leased homes as of December 31, 2025[36]. - Approximately 34% of the total RV properties were managed by third-party managers as of December 31, 2025[32]. - The average removal rate of homes in MH communities was less than 1.0% over the five years ended December 31, 2025[39]. - The company’s UK operations are conducted through taxable REIT subsidiaries, enhancing its ability to provide services and manage properties[21]. Financial Position and Equity - As of December 31, 2025, the company owned 95.7% of the OP Units, with 126,124,022 Common OP units outstanding[23][26]. - The company has $1.0 billion in shareholder's equity from investments in the UK, Canada, and Australia, representing 14.4% of total shareholder's equity as of December 31, 2025[293]. - A 10.0% strengthening of the U.S. dollar against foreign currencies would have reduced total shareholder's equity by $101.6 million as of December 31, 2025[293]. Debt and Risk Management - All outstanding debt obligations bear interest at fixed rates, minimizing the impact of interest rate variability on operations and cash flows[290]. - The company is exposed to foreign currency exchange rate risk due to properties in the UK, Canada, and Australia, which can create volatility in results[291]. - The company has increased self-insurance exposure due to challenging insurance market conditions, resulting in higher premiums and deductibles[45]. - The company maintains a blanket insurance policy covering all properties, ensuring adequate coverage against various risks[45]. Human Capital and Employee Management - As of December 31, 2025, 50% of the workforce is female, 25% is racially or ethnically diverse, and 47% are aged 50 years and older[49]. - The company focuses on human capital management to enhance employee retention and talent development, aiming to build a competitive business[46]. - The company conducts ongoing pay equity analyses to ensure fair compensation for employees, aiming to be competitive in the real estate industry[50]. Strategic Direction - The company shifted its strategy in 2023 towards optimizing rental rate growth and operating efficiencies while pursuing select acquisitions[42]. - The company actively seeks to minimize health, safety, and environmental risks through compliance with safety laws and ongoing training[52].

Sun Communities (NYSE:SUI) Q4 2025 Earnings call February 25, 2026 11:00 AM ET Company ParticipantsAaron Weiss - EVP of Corporate Strategy and Business DevelopmentBrad Heffern - DirectorCharles Young - CEOEric Wolfe - DirectorFernando Castro-Caratini - CFOJamie Feldman - Managing Director and Head of REIT ResearchJana Galan - DirectorJohn Kim - Managing Director, US Real EstateJohn McLaren - PresidentSteve Sakwa - Senior Managing DirectorConference Call ParticipantsDavid Siegel - AnalystJason Wayne - Vice P ...

Sun Communities (NYSE:SUI) Q4 2025 Earnings call February 25, 2026 11:00 AM ET Company ParticipantsAaron Weiss - EVP of Corporate Strategy and Business DevelopmentBrad Heffern - DirectorCharles Young - CEOEric Wolfe - DirectorFernando Castro-Caratini - CFOJamie Feldman - Managing Director and Head of REIT ResearchJana Galan - DirectorJohn Kim - Managing Director, US Real EstateJohn McLaren - PresidentSteve Sakwa - Senior Managing DirectorConference Call ParticipantsDavid Siegel - AnalystJason Wayne - Vice P ...

Sun Communities (NYSE:SUI) Q4 2025 Earnings call February 25, 2026 11:00 AM ET Speaker12Good morning, ladies and gentlemen, and thank you for standing by. Welcome to the Sun Communities fourth quarter and year-end 2025 earnings conference call. At this time, management would like for me to inform you that certain statements made during this call, which are not historical facts, may be deemed forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Although the c ...

Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date the statement was made. The Company undertakes no obligation to publicly update or revise any forward-looking statements included in this presentation, whether as a result of new information, future events, changes in the Company's expectations or otherwise, except as required by law. Although the Company believes that the expectations reflected in the forward-looking statements are reasona ...

Sun Communities (SUI) reported $515.2 million in revenue for the quarter ended December 2025, representing a year-over-year decline of 30.9%. EPS of $1.40 for the same period compares to -$1.77 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $504.26 million, representing a surprise of +2.17%. The company delivered an EPS surprise of +2.47%, with the consensus EPS estimate being $1.37.While investors scrutinize revenue and earnings changes year-over-year and how they compare with ...

Net Income per Diluted Share of $0.99 for the Fourth Quarter and $10.84 for the Full Year of 2025 Core FFO per Share of $1.40 for the Fourth Quarter and $6.68 for the Full Year of 2025 North America Same Property NOI increased by 7.9% for the Fourth Quarter and 5.7% for the Full Year of 2025 Acquired 14 MH and RV Communities for $457.0 million and Distributed Over $1.5 Billion of Capital to Shareholders, Inclusive of Cash Distributions and Share Repurchases in 2025 Establishing Guid ...

Sun Communities, Inc. Earnings Press Release & Supplemental Operating and Financial Data For the Quarter and Year Ended December 31, 2025 | | Page | | --- | --- | | Forward-Looking Statements | i | | Earnings Press Release and Guidance | ii | | Overview | | | Company Overview and Investor Information | 1 | | Portfolio Overview | 1 | | Financial and Operating Highlights | 2 | | Financial Statements and Reconciliations to Non-GAAP Financial Measures | | | Consolidated Balance Sheets | 3 | | Consolidated State ...

Core Viewpoint - SUI Group Holdings Limited will host a conference call to discuss its financial and operating results for Q4 2025 on February 26, 2026 [1] Financial Results Announcement - The company plans to release its financial results in a press release prior to the conference call [1] - The conference call will take place at 5:00 p.m. Eastern Time [1] Executive Participation - SUI Group's executive team will lead the conference call, which will include a question-and-answer session [1]

The upcoming report from Sun Communities (SUI) is expected to reveal quarterly earnings of $1.37 per share, indicating a decline of 2.8% compared to the year-ago period. Analysts forecast revenues of $504.26 million, representing a decline of 32.4% year over year.Over the last 30 days, there has been an upward revision of 6.8% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the cours ...