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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Invitation Homes (INVH) is 6/10.
Invitation Homes reported 8.8% revenue growth in Q1 2026 but core FFO per share was roughly flat year-over-year with AFFO down 2.6%, pressured by tough Q1 2025 comps and elevated expenses. Management maintained full-year 2026 guidance, noting operating performance was tracking closely to internal expectations. The company completed its $500 million buyback and authorized a new $500 million program, while new lease rates turned positive in April with occupancy reaching 97.1%. The disposition strategy ran well ahead of expectations as supply moderation began to materialize in third-party data.
Scored from Invitation Homes’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $659M | +5.6% | $0.23 | +9.5% | 28.2% | 21.7% | $81M |
| FY2025 Q1 | $674M | +4.4% | $0.27 | +17.4% | 27.8% | 24.6% | $250M |
| FY2025 Q2 | $681M | +4.3% | $0.23 | +91.7% | 28.2% | 20.7% | $323M |
| FY2025 Q3 | $688M | +4.2% | $0.22 | +46.7% | 59.7% | 19.9% | $505M |
| FY2025 Q4 | $685M | +4.0% | $0.24 | +4.3% | 27.3% | 21.1% | $70M |
| FY2026 Q1 | $734M | +8.8% | $0.26 | -3.7% | 10.8% | 21.9% | $236M |
| FY2026 Q2 | $748M | +9.7% | $0.37 | +60.9% | 24.6% | 29.3% | $270M |