Equity Residential (EQR) Q3 2025 10-Q Quarterly Report

Filed: Oct 30, 2025Period ending Sep 30, 2025
Financials
Real Estate Investment TrustsSEC EDGAR

Equity Residential (EQR) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Oct 30, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

Equity Residential Q3 2025 10-Q Analysis

Management Discussion & Analysis

  • Revenue $2.31B, up 4.5% YoY; same store rental income $2.15B, up 2.6%
  • Operating margin (NOI margin) approx. 67.1% vs 67.6% YoY; same store NOI increased 2.0% to $1.45B
  • Best performing market: New York; 97.7% occupancy, $4,781 average rent; Worst: Other Expansion Markets; revenue down 3.6%, occupancy down 0.1%
  • Operating cash flow $1.26B, up $42.3M YoY; invested $637.9M in acquisitions, disposed $589.1M properties, paid $811.6M dividends
  • Management sees strong demand, stable fundamentals; notes weakness in Washington, D.C., ongoing challenges in Los Angeles; expects housing deficit tailwinds and resilient resident base

Risk Factors

  • No material changes to risk factors since 2024 10-K carried forward
  • Market risk from rent growth fluctuations affecting revenue stability
  • Regulatory risk from compliance with evolving housing and zoning laws
  • Operational risk from property management and maintenance expenses
  • Financial risk of liquidity tied to debt maturities and capital market conditions

Equity Residential Q3 2025 Quarterly Financials
XBRL

Revenue

$782M

+4.6% YoY +1.8% QoQ

Net Income

$289M

+101.5% YoY +50.3% QoQ

Net Margin

36.9%

+1778bp YoY +1192bp QoQ

ROE

2.6%

Total Assets

$21.1B

EPS (Diluted)

$0.75

+97.4% YoY +47.1% QoQ

Operating Cash Flow

$477M

+18.7% YoY +32.6% QoQ

Source: XBRL data from Equity Residential Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

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