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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. |
|---|---|---|
| Alexander Goldfarb | Piper Sandler | 10 questions · 30% challenging |
| John Kim | BMO Capital Markets | 10 questions · 40% challenging |
| Austin Wurschmidt | KeyBanc Capital Markets | 10 questions · 20% challenging |
| Haendel St. Juste | Mizuho Securities | 9 questions · 0% challenging |
| Alex Kim | Zelman & Associates | 8 questions · 0% challenging |
| Jamie Feldman | Wells Fargo | 8 questions · 13% challenging |
| Julien Blouin | Goldman Sachs | 7 questions · 29% challenging |
| Jana Galan | Bank of America | 7 questions · 0% challenging |
| John Pawlowski | Green Street | 7 questions · 29% challenging |
| Adam Kramer | Morgan Stanley | 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. |
|---|---|---|
| Piper Sandler | 1 analyst | 10 questions · 30% challenging |
| BMO Capital Markets | 1 analyst | 10 questions · 40% challenging |
| Wells Fargo | 2 analysts | 10 questions · 10% challenging |
| KeyBanc Capital Markets | 1 analyst | 10 questions · 20% challenging |
| UBS | 2 analysts | 9 questions · 0% challenging |
| Citigroup | 2 analysts | 9 questions · 11% challenging |
| Bank of America | 2 analysts | 9 questions · 0% challenging |
| Mizuho Securities | 1 analyst | 9 questions · 0% challenging |
UDR posted Q1 FFO as adjusted of $0.62 per share with same-store revenue growth of 0.9% and blended lease rate growth of 1.6%, the highest across its apartment REIT peer group. Full-year 2026 FFOA guidance of $2.52 was maintained unchanged as resident retention reached an all-time high driving renewal outperformance, and San Francisco and New York delivered outsized growth as market leaders. Capital recycling proceeded at record pace with $362M in dispositions funding share buybacks, and a monthly dividend transition was announced to attract high-net-worth and family office investors.
Pricing | Capital Allocation | Guidance Reliability | Demand | Geographic Expansion | Innovation & R&D | Macroeconomic | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 4 | 1 | 4 | 5 | 3 | 4 | |
| 2025Q1 | 7 | 7 | 2 | 4 | 1 | 3 | 6 | 3 |
| 2025Q2 | 12 | 8 | 9 | 5 | 8 | 2 | 3 | |
| 2025Q3 | 5 | 5 | 4 | 4 | 3 | 3 | 1 | |
| 2025Q4 | 8 | 3 | 3 | 4 | 5 | 2 | 1 | |
| 2026Q1 | 7 | 6 | 5 | 3 | 5 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Pricing | 5 | 7 | 12 | 5 | 8 | 7 |
| Capital Allocation | 4 | 7 | 8 | 5 | 3 | 6 |
| Guidance Reliability | 1 | 2 | 9 | 4 | 3 | 5 |
| Demand | 4 | 4 | 5 | 4 | 4 | 3 |
| Geographic Expansion | 1 | 8 | 3 | 5 | 5 | |
| Innovation & R&D | 5 | 3 | 2 | 3 | 2 | |
| Macroeconomic | 3 | 6 | 1 | 2 | ||
| Capex Investment | 4 | 3 | 3 | 1 | 1 |
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $423M | +2.3% | $-0.02 | -119.6% | 15.7% | -1.2% | $174M |
| FY2025 Q1 | $422M | +2.0% | $0.23 | +76.9% | 29.0% | 18.2% | $94M |
| FY2025 Q2 | $425M | +2.4% | $0.11 | +31.0% | 18.2% | 8.9% | $170M |
| FY2025 Q3 | $432M | +2.8% | $0.11 | +70.0% | 17.7% | 9.4% | $164M |
| FY2025 Q4 | $433M | +2.5% | $0.67 | +3645.0% | 19.8% | 51.5% | $475M |
| FY2026 Q1Selected | $426M | +0.9% | $0.57 | +147.8% | 54.0% | 44.6% | $84M |
| FY2026 Q2 | $425M | 0.0% | $0.21 | +90.9% | 27.2% | 16.2% | $45M |
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).
Calendar quarter Q1 2026Earnings call Apr 30, 2026
FY2026 Q1 in brief
UDR posted Q1 FFO as adjusted of $0.62 per share with same-store revenue growth of 0.9% and blended lease rate growth of 1.6%, the highest across its apartment REIT peer group.
Newest quarter FY2026 Q2 is part of Pro ·
Sources. Tellvest earnings-call sentiment score for UDR, Inc. (UDR), FY2026 Q1: 5/10. Scores: UDR, Inc.’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: UDR 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 +0.92% → base 5. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What UDR 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.
“Or Prologis, where they have been able to influence logistics across the globe.”
UDR's CEO cites Prologis as an example of a company that achieved scale-based dominance in logistics, contrasting it with the fragmented apartment sector.
“if you look at Simon mall company, they have a very good stranglehold on malls across the globe and are able to influence the customer.”
UDR's CEO cites Simon Property Group as an example of a dominant player that controls its customer segment, unlike the fragmented apartment industry.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
UDR UDR, Inc. | 5 | +0.9% | |
| AVB AvalonBay Communities | 6 | +3.3% | |
| CPT Camden Property Trust | 5 | +0.1% | |
| ESS Essex Property Trust | 5 | +1.5% | |
| INVH Invitation Homes | 6 | +8.8% | |
| MAA Mid-America Apartment Communities | 5 | +0.8% | |
| VMRK Vivmark Residential | 5 | +2.5% |