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Invitation Homes logoInvitation Homes INVH

Invitation Homes said total revenues for the 3 months ended September 30, 2026 were $731.3 million ($688.2 million in the same period last year), and rental revenues and other property income rose 1.4% to $675.5 million ($666.2 million a year earlier).

10-QQuarterly reportFiled Period of report Summary published (UTC)

Key points

AI summary
  1. Invitation Homes said total revenues for the 3 months ended September 30, 2026 were $731.3 million ($688.2 million in the same period last year), and rental revenues and other property income rose 1.4% to $675.5 million ($666.2 million a year earlier).

  2. The company said it acquired ResiBuilt on January 14, 2026, and that for the 3 months ended September 30, 2026, homebuilding revenues were $35.8 million and homebuilding cost of sales was $32.0 million.

  3. The company said it dissolved the Pathway joint venture on September 15, 2026 and consolidated Pathway Property Company's 894 homes, and that it contributed $196.9 million to repay debt. It also recognized a $30.4 million loss in connection with this.

  4. The company said it repurchased 8,874,903 shares for a total of $250.4 million during the 3 months ended September 30, 2026. It also issued 4.95% Senior Notes totaling $500.0 million on July 8, and voluntarily redeemed $488.0 million of its IH 2017-1 notes on July 9.

Summary

AI-written

Analysis scope · Management's discussion (MD&A)We analyzed the Management's Discussion and Analysis (MD&A) section. Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.

Total revenues up $731.3 million in quarter, rental income up 1.4%

Invitation Homes said total revenues for the 3 months ended September 30, 2026 were $731.3 million ($688.2 million in the same period last year), and rental revenues and other property income rose 1.4% to $675.5 million ($666.2 million a year earlier).

Source · Based on the MD&A text of the filing

ResiBuilt acquisition and homebuilding revenue and costs

The company said it acquired ResiBuilt on January 14, 2026, and that for the 3 months ended September 30, 2026, homebuilding revenues were $35.8 million and homebuilding cost of sales was $32.0 million.

Source · Based on the MD&A text of the filing

Pathway joint venture dissolution and $30.4 million loss

The company said it dissolved the Pathway joint venture on September 15, 2026 and consolidated Pathway Property Company's 894 homes, and that it contributed $196.9 million to repay debt. It also recognized a $30.4 million loss in connection with this.

Source · Based on the MD&A text of the filing

Share repurchases and 4.95% Senior Notes issuance

The company said it repurchased 8,874,903 shares for a total of $250.4 million during the 3 months ended September 30, 2026. It also issued 4.95% Senior Notes totaling $500.0 million on July 8, and voluntarily redeemed $488.0 million of its IH 2017-1 notes on July 9.

Source · Based on the MD&A text of the filing

Structured SEC financial data for this filing is not available yet. Please check the figures in the SEC filing.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.