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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| John Pawlowski | Green Street | 10 questions · 20% challenging |
| Ami Probandt | UBS | 8 questions · 13% challenging |
| Jamie Feldman | Wells Fargo | 7 questions · 14% challenging |
| Jana Galan | Bank of America | 7 questions · 14% challenging |
| Eric Wolfe | Citigroup | 7 questions · 43% challenging |
| Jesse Lederman | Zelman & Associates | 7 questions · 29% challenging |
| Brad Heffern | RBC Capital Markets | 7 questions · 14% challenging |
| Austin Wurschmidt | KeyBanc Capital Markets | 6 questions · 33% challenging |
| Haendel St. Juste | Mizuho Securities | 6 questions · 17% challenging |
| Steve Sakwa | Evercore ISI | 6 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| UBS | 2 analysts | 10 questions · 20% challenging |
| Green Street | 1 analyst | 10 questions · 20% challenging |
| Wells Fargo | 2 analysts | 8 questions · 13% challenging |
| Bank of America | 1 analyst | 7 questions · 14% challenging |
| KBW | 2 analysts | 7 questions · 14% challenging |
| RBC Capital Markets | 1 analyst | 7 questions · 14% challenging |
| Citigroup | 1 analyst | 7 questions · 43% challenging |
| Zelman & Associates | 1 analyst | 7 questions · 29% challenging |
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.
Demand | Capital Allocation | Pricing | Competitive Dynamics | Guidance Reliability | Cost Pressure | Revenue Growth | M&A | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 5 | 4 | 3 | 1 | 1 | 4 | 2 |
| 2025Q1 | 7 | 4 | 2 | 2 | 2 | 4 | 1 | |
| 2025Q2 | 5 | 6 | 5 | 3 | 3 | 2 | 2 | 2 |
| 2025Q3 | 8 | 4 | 4 | 5 | 2 | 1 | ||
| 2025Q4 | 4 | 3 | 4 | 3 | 3 | 2 | 1 | |
| 2026Q1 | 3 | 5 | 4 | 3 | 2 | 1 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 7 | 5 | 8 | 4 | 3 |
| Capital Allocation | 5 | 4 | 6 | 4 | 3 | 5 |
| Pricing | 4 | 2 | 5 | 4 | 4 | 4 |
| Competitive Dynamics | 3 | 2 | 3 | 5 | 3 | 3 |
| Guidance Reliability | 1 | 2 | 3 | 2 | 3 | 2 |
| Cost Pressure | 1 | 4 | 2 | 2 | 1 | |
| Revenue Growth | 4 | 1 | 2 | 1 | ||
| M&A | 2 | 2 | 1 | 1 | 1 |
Calendar quarter Q1 2026Earnings call Apr 30, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q2 is part of Pro ·
Sources. Tellvest earnings-call sentiment score for Invitation Homes (INVH), FY2026 Q1: 6/10. Scores: Invitation Homes’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: INVH daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY +8.84% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What INVH and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Meanwhile, the ResiBuilt acquisition we closed in January has moved quickly from integration to production, delivering over 300 homes to third-party buyers during the quarter.”
Invitation Homes' January acquisition of homebuilder ResiBuilt is now in production as a fee builder, delivering 300+ homes to third-party buyers.
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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 Q1Selected | $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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
INVH Invitation Homes | 6 | +8.8% | |
| AVB AvalonBay Communities | 6 | +3.3% | |
| CPT Camden Property Trust | 5 | +0.1% | |
| ESS Essex Property Trust | 5 | +1.5% | |
| MAA Mid-America Apartment Communities | 5 | +0.8% | |
| UDR UDR, Inc. | 5 | +0.9% | |
| VMRK Vivmark Residential | 5 | +2.5% |