)
Edge31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
Sun Communities (SUI) investor relations material
Sun Communities Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Charles Young was appointed CEO effective October 1, 2025, emphasizing operational excellence, disciplined capital allocation, and long-term growth, while supporting the team and focusing on core MH and RV segments after the Safe Harbor Marinas divestiture.
Completed the sale of Safe Harbor Marinas for $5.65 billion, fully divesting the marina business and enhancing financial flexibility.
Net income per diluted share was $0.07 for Q3 2025, including income from discontinued operations, while Core FFO per share was $2.28 for the quarter and $5.28 for the nine months ended September 30, 2025.
North America Same Property NOI for MH and RV increased 5.4% year-over-year for the quarter; adjusted blended occupancy rose to 99.2%.
Acquired 14 communities for $457 million after quarter-end.
Financial highlights
Q3 2025 net income attributable to common shareholders was $8.5 million, down from $288.7 million in Q3 2024; nine-month net income was $1.24 billion, up from $313.4 million year-over-year, driven by the Safe Harbor Sale gain.
Q3 2025 revenues were $697.2 million, up from $680.4 million in Q3 2024; nine-month revenues were $1.79 billion, up from $1.75 billion year-over-year.
Core FFO per share was $2.28 for Q3 2025 and $5.28 for the nine months, compared to $2.36 and $5.41, respectively, in 2024.
North America Same Property NOI for MH and RV increased by $14.5 million (5.4%) for the quarter; UK Same Property NOI increased by $1.7 million (5.4%).
Special $4.00 per share cash distribution paid in May 2025 following the Safe Harbor Sale.
Outlook and guidance
2025 core FFO per share guidance raised to $6.59–$6.67, reflecting operational strength and capital actions.
North America Same Property NOI growth guidance increased to 4.6%–5.6%; UK Same Property NOI growth guidance to 3.7%–4.4%.
Preliminary 2026 rental rate guidance: 5.0% for MH, 4.0% for annual RV, and 4.1% for UK.
Management expects continued rental rate growth above inflation, ongoing expense management, and strong organic cash flow growth for the remainder of 2025.
Focus remains on core MH and RV segments, with selective acquisitions and development in a higher interest rate environment.
Charles, detail data-driven operational enhancements
U.K. portfolio: long-term hold strategy?
RV annual rent increase: rationale for 4%?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Sun Communities earnings date
Q4 202526 Feb, 2026
Next Sun Communities earnings date
Q4 202526 Feb, 2026
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Homes for recreation
Sun Communities is a Canadian real estate investment trust (REIT) that owns and operates over 200 manufactured home communities. They have developed more than 400 properties into appealing communities since Milton M. Shiffman started the company in 1975. Today, they have a mix of recreational vehicles (RV), marinas, and mobile homes, representing over 60 percent of their portfolio.
Sun Communities were listed on the New York Stock Exchange in 1993.
People who are interested in Sun Communities are usually curious about the following companies: Essex Property Trust, Equity LifeStyle Properties, and Equity Residential.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage