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FinanceSun Communities Q2 2026 Earnings Call: Management discusses financial performance
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This is the transcript of Sun Communities, Inc.'s second quarter 2026 earnings conference call held on July 28, 2026. The call features CEO Charles Young, President John McLaren, CFO Fernando Castro-Caratini, and Chief Investment Officer Aaron Weiss. They discuss the company's financial performance for Q2 2026, including forward-looking statements and non-GAAP financial measures. The call includes a presentation followed by a question-and-answer session with analysts from major financial institutions such as BofA Securities, Wells Fargo, Citigroup, RBC Capital Markets, UBS, Evercore ISI, BMO Capital Markets, Mizuho, Barclays, Morgan Stanley, Robert W. Baird, Deutsche Bank, and Zelman & Associates. The company cautions that forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from expectations.
Source report
Date: July 28, 2026 Time: 11:00 AM EDT
Company Participants
- Charles Young – CEO & Director
- John McLaren – President & COO
- Fernando Castro-Caratini – CFO, Executive VP, Secretary & Treasurer
- Aaron Weiss – Executive VP & Chief Investment Officer
Conference Call Participants
- Jana Galan – BofA Securities, Research Division
- James Feldman – Wells Fargo Securities, LLC, Research Division
- Eric Wolfe – Citigroup Inc., Research Division
- Brad Heffern – RBC Capital Markets, Research Division
- Michael Goldsmith – UBS Investment Bank, Research Division
- Steve Sakwa – Evercore ISI Institutional Equities, Research Division
- John Kim – BMO Capital Markets Equity Research
- Haendel St. Juste – Mizuho Securities USA LLC, Research Division
- Jason Wayne – Barclays Bank PLC, Research Division
- Adam Kramer – Morgan Stanley, Research Division
- Wesley Golladay – Robert W. Baird & Co. Incorporated, Research Division
- Peter Abramowitz – Deutsche Bank AG, Research Division
- David Segall
- Jesse Lederman – Zelman & Associates LLC
Presentation
Operator: Good morning, ladies and gentlemen, and thank you for standing by. Welcome to the Sun Communities Second Quarter 2026 Earnings Conference Call. The press release and supplemental financial information can be found on the Investor Relations section of the company's website.
At this time, management would like me to inform you that certain statements made during this call, which are not historical facts, may be deemed forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. During today's call, management may discuss certain non-GAAP financial measures. Reconciliations of these measures to the most directly comparable GAAP measures are included in the press release and supplemental financial information.
Although the company believes the expectations reflected in any forward-looking statements are based on reasonable assumptions, the company can provide no assurance that its expectations will be achieved. Factors and risks that could cause actual results to differ materially from expectations are detailed in the company's filings with the Securities and Exchange Commission.
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Sun Communities, Inc. (SUI) Q2 2026 Earnings Call Transcript