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Just reported
Q3 2026 results
From CubeSmart's results release of 2026年10月30日. These are the company's first figures; its 10-Q or 10-K replaces them when filed.
Revenue
Actual
$294M
+3.1% y/y
Guided
—
No guide given
Company outlook
Full year 2026
- EPS$1.60 – $1.62First given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes CubeSmart is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Reit Industrial
Graded A or B and worth $2B or more: A first, then the largest.
EGPEastgroup Properties, Inc.$10.6BA
FRFirst Industrial Realty Trust, Inc.$7.3BA
STAGSTAG Industrial, Inc.$7.1BA+
SMASmartStop Self Storage REIT, Inc.$2.2BA
PLDPrologis, Inc.$119.9BB+
Grade rose recently in Real Estate
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
AMHAmerican Homes 4 Rent2026年11月5日CAGraded C, now A
JANJanus Living, Inc.2026年11月3日BAGraded B, now A
COMPCompass, Inc.2026年11月5日BAGraded B, now A
FSVFirstService Corporation2026年10月22日BAGraded B, now A
RYNRayonier Inc.2026年11月4日DBGraded D, now B
どうやって稼いでいるか
- Renting storage space and related property income76%
- Managing storage properties for other owners24%
売上構成比はquarter ended March 31, 2026の推計であり、提出された報告書の数字ではありません。
競合
何を売っているか4
Self-storage units
Rented spaces where households and businesses keep belongings, inventory, or equipment.
Climate-controlled storage
Storage units with climate control, available at many of CubeSmart’s properties.
Outdoor vehicle and boat storage
Outdoor storage areas for customers’ vehicles and boats at some properties.
Storage property management
Management services for storage facilities owned by other parties.
誰が買っているか3
- Households rent units, usually month to month, to store personal belongings, often around a move or a change in storage needs.
- Businesses rent units to store inventory, equipment, and other business property.
- Owners of storage facilities pay CubeSmart to manage their properties.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1Rental income depends on customers continuing to rent units, paying their bills, and renewing or being replaced by new renters.
- 2Results depend on local conditions where properties are located; New York, Florida, Texas, and California together contributed a substantial portion of revenue in the first half of 2026.
- 3Growth and debt repayment depend in part on access to borrowing and other sources of capital; as a real estate investment trust (REIT), CubeSmart also has annual income-distribution requirements.
うまくいかなくなる可能性
- 1A decline in moving activity, household spending, or demand for storage could lower occupancy or the rents CubeSmart can charge.
- 2Nearby storage competitors can draw away renters and put pressure on occupancy and rental rates; competition also affects the price and availability of properties to acquire.
- 3Debt refinancing or new borrowing could become harder or more costly if capital markets tighten, while scheduled debt payments and property expenses still come due.
CubeSmartについて
CubeSmart owns storage properties where people and businesses rent units, usually month to month; many locations have climate-controlled units. As of June 30, 2026, it owned 662 properties and managed 872 more for other owners (June 30, 2026, high). Its owned properties were 90.7% occupied at that date (June 30, 2026, high).
- 本社
- Malvern, Pennsylvania, United States
- 設立
- 2004
- 従業員数
- 3,121 (December 31, 2025, high)
- 上場市場
- NYSE
- 決算期
- December 31
CubeSmart 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。