Real Estate·Self-Storage REITs·$30.0B
Extra Space Storage REIT (EXR) is a real estate investment trust that focuses on self-storage facilities across the United States. With a market cap of $30 billion, it plays a crucial role in the real estate sector, benefiting from trends in urbanization and consumer behavior as more people seek storage solutions.
EPS
Earnings per share is a key indicator of profitability and investor returns.
Revenue
Revenue growth reflects the company's ability to attract and retain customers in a competitive market.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
0Q
EPS Beat Rate
13%
Avg EPS Surprise
-2.08%
Avg Stock Reaction
-0.93%
In Q4 2025, Extra Space Storage reported an EPS of $1.99, slightly missing analyst expectations. The stock reacted positively with a 0.63% increase the following day.
Management Promises & Guidance
Analysts expect a cautious outlook for Extra Space Storage as it approaches its Q1 2026 earnings report, with a consensus EPS of $1.10 and revenue of $728 million.
Bull Case
If the company can exceed expectations, particularly in revenue growth, it may signal strong demand for storage solutions, boosting investor confidence.
Bear Case
Conversely, if the company misses its earnings targets again, it could raise concerns about its operational efficiency and market competitiveness.
EPS
$1.10Earnings per share is a key indicator of profitability and investor returns.
Revenue
$728MRevenue growth reflects the company's ability to attract and retain customers in a competitive market.
The print will turn on these two things.
Q1
Will EPS exceed the consensus estimate of $1.10?
A beat on EPS could indicate stronger profitability and operational efficiency, which is crucial for investor confidence.
Q2
What are the revenue growth figures compared to the expected $728 million?
Revenue growth is a critical indicator of demand for storage services and can significantly impact stock performance.
Why consensus could be wrong
The consensus may underestimate the potential for revenue growth driven by increased urbanization and consumer demand for storage solutions.
Supporting Evidence
Recent trends show a rising need for storage as more people move to urban areas.
The company has been actively acquiring new facilities, which could drive future revenue.
Operational efficiencies may improve margins, leading to better-than-expected earnings.
Key Risk
If revenue growth exceeds $740 million, it could challenge the current bearish sentiment.
Pre-commit to what would confirm each case.
The market is closely watching these metrics as they will reflect the company's ability to navigate current economic conditions.
Bull Confirmed If
Exceeding EPS of $1.10 and revenue of $728 million would confirm a bullish outlook.
Bear Confirmed If
Falling short of the EPS estimate or revenue expectations would signal a bearish trend.
Implied Move
±4.2%
The options market is pricing in a potential move of 4.2% following the earnings report, indicating some uncertainty among investors.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Extra Space Storage beats expectations, history suggests the stock could see a positive reaction, potentially around +1.43%.
In-Line / Cautious
An in-line result may lead to a muted response, with management commentary likely influencing the stock's direction.
Miss
If the company misses earnings expectations, the stock could drop, with historical patterns indicating an average decline of around -0.90%.
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VERIZON COMMUNICATIO
Apr 27, 2026