Invitation Homes's results for Q3 2026 (quarter ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-28. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $731 million (+6.3% vs a year earlier) |
| Diluted EPS (GAAP) | $0.27 |
| Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs) | $0.48 |
| Full-year guidance | Raised |
Guidance
Invitation Homes raised 2026 Core FFO per share midpoint to $1.96 ($1.94–$1.98), Same Store NOI growth to 1.2%, and home sales to $950 million.
Why this label: 'We have raised our full year 2026 guidance', Core FFO/share midpoint up $0.01 to $1.96; AFFO and same-store core revenue midpoints unchanged; nothing core lowered.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| Core FFO per share (diluted) | FY2026 | $1.94–$1.98 (midpoint $1.96) | $1.95 (prior guidance midpoint) |
| AFFO per share (diluted) | FY2026 | $1.63–$1.67 (midpoint $1.65) | $1.65 (prior guidance midpoint) |
| Same Store NOI growth | FY2026 | 0.7%–1.7% (midpoint 1.20%) | 1.15% (prior guidance midpoint) |
| Same Store Core Revenues growth | FY2026 | 1.65%–2.15% (midpoint 1.9%) | 1.9% (prior guidance midpoint) |
| Same Store Core Operating Expenses growth | FY2026 | 2.7%–3.7% (midpoint 3.2%) | 3.5% (prior guidance midpoint) |
| wholly owned dispositions | FY2026 | $900–$1,000 million (midpoint $950 million) | $850 million (prior guidance midpoint) |
From the release
Revenue: "Total revenues · 731,278 · 688,166"
Earnings per share: "Net income per common share - diluted · $ · 0.27 · $ · 0.22"
Core FFO per share (diluted): "Core FFO per share - diluted · $1.94 - $1.98 · $1.96 · $1.95 · $0.01"
AFFO per share (diluted): "AFFO per share - diluted · $1.63 - $1.67 · $1.65 · $1.65"
Same Store NOI growth: "Same Store NOI growth · 0.7% - 1.7% · 1.20% · 1.15% · 0.05%"
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Raised 2026 Core FFO per share guidance midpoint by $0.01 to $1.96.
Source
Invitation Homes earnings release (SEC filing), accession 0001687229-26-000053, filed 2026-10-28.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.