Sun Communities第三季度净利润1.207亿美元：核心FFO每股2.35美元，英国业务以约10.3亿美元出售完成，全年指引上调
总部位于美国密歇根州 Southfield 的房地产投资信托 Sun Communities, Inc.（纽约证券交易所代码：SUI）10月26日公布2026年第三季度业绩：当季总营收5.582亿美元，同比增长0.4%；归属普通股股东净利润1.207亿美元、摊薄每股收益1.00美元，上年同期仅为850万美元、每股0.07美元。该公司拥有并运营活动房屋（预制房屋）社区与房车（RV）社区。
按持续经营业务计算，公司第三季度净利润为1.371亿美元、摊薄每股收益1.07美元，上年同期为净亏损5310万美元。非公认会计准则指标方面，当季运营资金（FFO）每股2.27美元，核心FFO每股2.35美元，高于上年同期的2.28美元。同店净营业收入（NOI）同比增长3.6%，其中活动房屋部分增长6.9%，房车部分下降1.3%。截至9月30日，活动房屋与年度制房车营位入住率为98.2%，同店调整后综合入住率为98.8%。
公司9月22日完成英国业务出售，收到净现金对价约10.3亿美元，出售所得主要用于股票回购、偿还债务与一般公司用途；受已终止经营业务相关支出的影响，公司前九个月归属普通股股东净亏损为8.807亿美元。第三季度内，公司出售了位于 Florida 的三处房车物业、作价1.27亿美元，回购约240万股普通股、耗资2.933亿美元，并偿还三笔抵押贷款共2.666亿美元；季度结束后，公司又以7950万美元收购了太平洋西北地区两处活动房屋社区。
公司同时上调2026年全年指引：核心FFO每股预计6.97至7.05美元，中值7.01美元；北美同店NOI全年增速预计为4.9%至5.3%。公司还给出2027年初步租金指引：活动房屋租金增幅5.4%、年度制房车租金增幅4.4%。管理层定于10月27日上午11时（美东时间）举行电话会议说明业绩。
Sun Communities Q3 Net Income Reaches $120.7 Million: Core FFO of $2.35 Per Share, UK Business Sold for About $1.03 Billion, Full-Year Guidance Raised
Sun Communities, Inc. (NYSE: SUI), a real estate investment trust headquartered in Southfield, Michigan, that owns and operates manufactured housing (MH) and recreational vehicle (RV) communities, reported third-quarter 2026 results on October 26. Total revenue was $558.2 million, up 0.4% from a year earlier, and net income attributable to common shareholders was $120.7 million, or $1.00 per diluted share, compared with $8.5 million, or $0.07 per share, in the third quarter of 2025.
Net income from continuing operations was $137.1 million, or $1.07 per diluted share, versus a loss of $53.1 million a year earlier. Funds from operations (FFO) were $2.27 per share and Core FFO was $2.35 per share, up from $2.28 in the prior-year quarter. Same-property net operating income (NOI) grew 3.6%, with manufactured housing NOI up 6.9% and RV NOI down 1.3%. MH and annual RV occupancy stood at 98.2% at September 30, while same-property adjusted blended occupancy was 98.8%.
The company completed the sale of its UK business on September 22, receiving net cash consideration of approximately $1.03 billion, with proceeds intended mainly for share repurchases, debt repayment and general corporate purposes; costs tied to discontinued operations left a net loss attributable to common shareholders of $880.7 million for the first nine months. During the quarter the company sold three Florida RV properties for $127.0 million, repurchased about 2.4 million shares for $293.3 million, and repaid three mortgage term loans totaling $266.6 million. After quarter-end it acquired two Pacific Northwest MH properties for $79.5 million.
Sun Communities raised its 2026 guidance, expecting Core FFO of $6.97 to $7.05 per share, a midpoint of $7.01, and North America same-property NOI growth of 4.9% to 5.3%. It also set preliminary 2027 rental-rate guidance of 5.4% for MH and 4.4% for annual RV. Management was scheduled to discuss the results on a conference call on October 27 at 11:00 a.m. Eastern Time.
来源：GSM·美国（原文链接）
图片来源：图：美国一处活动房屋社区航拍（资料图，非该公司物业）。图片：Wikideas1，CC0（Wikimedia Commons）。Photo: Aerial view of a manufactured home community in the United States (file photo, not a company property). Credit: Wikideas1, CC0, via Wikimedia Commons.
