Every material Form 8-K Extra Space Storage filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Extra Space Storage reported third-quarter 2026 results with net income of $1.17 per diluted share, up 50.0% from a year earlier, and Core FFO of $2.17 per diluted share, up 4.3%. The company raised its full-year 2026 Core FFO estimate to $8.40-$8.50 from $8.25-$8.40 and said CEO Joe Margolis will be succeeded by President Noah Springer on January 1, 2027.
Q3 2026 Core FFO was $2.17 per diluted share, up 4.3% from $2.08 a year earlier; FFO was $2.12 per diluted share.
Same-store NOI rose 4.6% in the quarter, with same-store revenue up 2.7% and same-store expenses down 1.8%.
2026 Core FFO outlook raised to $8.40-$8.50 per share from $8.25-$8.40 given July 28, 2026.
Repurchased 2,390,497 shares for $327.1 million in the quarter; Noah Springer becomes CEO effective January 1, 2027.
Extra Space Storage's board selected President W. Noah Springer to succeed Joseph D. Margolis as chief executive, effective January 1, 2027, when Margolis retires after serving through December 31, 2026. Margolis will then serve as an advisor to the board, and Springer will join the board on the same date.
Springer, 47, has been President since January 2026 and joined the company in 2006.
Springer's annual base salary will be $850,000, with continued eligibility for bonus and equity awards.
Margolis has served as CEO since 2017 and will remain a director until December 31, 2026.
The filing reports no financial results; the change is a leadership succession announced August 24, 2026.
Extra Space Storage reported second-quarter 2026 net income of $1.25 per diluted share, up 5.9% from a year earlier, and Core FFO of $2.15 per diluted share, up 4.9%. The company raised its full-year 2026 Core FFO estimate to $8.25 to $8.40 per share from $8.05 to $8.35, which signals a higher expected earnings level for shareholders.
Q2 2026 net income of $1.25 per diluted share, up 5.9% from the same period in 2025
Q2 2026 Core FFO of $2.15 per diluted share, up 4.9%; same-store NOI rose 3.5%
2026 Core FFO outlook raised to $8.25 to $8.40 per share from $8.05 to $8.35 (July 28, 2026)
Same-store occupancy was 94.2% at June 30, 2026, versus 94.4% a year earlier
Extra Space Storage LP, a subsidiary of Extra Space Storage Inc., completed an underwritten public offering of $550 million of 4.900% Senior Notes due February 1, 2032, on July 6, 2026, priced at 99.702% of principal. The notes are guaranteed by the parent company and two Massachusetts business trusts, and the indenture includes limits on additional debt and a requirement to maintain a pool of unencumbered assets. The filing adds new long-term debt to the company's obligations, which is a routine financing step that shareholders should weigh against the cost and covenants of the notes.
Principal amount: $550 million of 4.900% Senior Notes due February 1, 2032
Public offering price was 99.702% of principal amount
Interest payable February 1 and August 1 each year, starting February 1, 2027
Notes are structurally subordinated to the issuer's secured debt and subsidiary liabilities
Extra Space Storage reported first-quarter 2026 results on April 28, 2026. Core FFO rose 2.0% to $2.04 per diluted share and same-store revenue grew 1.7%, while GAAP net income per diluted share fell 10.9% to $1.14, a comparison the company tied to a 2025 gain on real estate sales. The company kept its 2026 Core FFO outlook at $8.05 to $8.35 per share, unchanged from February 19, 2026.
Core FFO was $2.04 per diluted share, up 2.0% from $2.00 a year earlier; FFO was $1.97 per diluted share versus $1.93.
Same-store revenue rose 1.7% and same-store net operating income rose 1.2%, while same-store occupancy was 93.0% at March 31, 2026, down from 93.2%.
The 2026 Core FFO outlook of $8.05 to $8.35 per share was unchanged; the company raised its one-month SOFR assumption to 3.65% from 3.46%.
Extra Space Storage reported fourth-quarter 2025 results on February 19, 2026. Net income per diluted share rose 9.7% to $1.36 and Core FFO per diluted share rose 2.5% to $2.08, while same-store revenue grew 0.4% and ending occupancy fell to 92.6% from 93.3%. The company also projected 2026 Core FFO of $8.05 to $8.35 per share, compared with full-year 2025 Core FFO of $8.21.
Q4 2025 net income of $1.36 per diluted share, up 9.7% from the prior-year quarter; FFO of $1.99 per diluted share.
Q4 2025 Core FFO of $2.08 per diluted share, up 2.5%; full-year 2025 Core FFO of $8.21, up 1.1%.
Same-store revenue rose 0.4% and same-store NOI rose 0.1% in Q4; ending same-store occupancy was 92.6% versus 93.3% a year earlier.
2026 guidance: Core FFO of $8.05 to $8.35 per share and same-store NOI growth of (2.25)% to 1.25%.
Extra Space Storage (EXR) announced that its Board promoted Noah Springer, previously Executive Vice President, Chief Strategy and Partnership Officer, to President effective January 5, 2026. Mr. Springer will also oversee the company's operations function, in addition to third-party management, joint ventures and human resources. The filing does not report financial results or changes to his compensation terms beyond continuation of his existing program.
Noah Springer promoted to President, effective January 5, 2026
Operations function will now report to Mr. Springer, in addition to third-party management, joint ventures and human resources
Mr. Springer, 46, has been Executive Vice President, Chief Strategy and Partnership Officer since December 2020 and joined the company in 2006
Management Plus third-party platform has over 1,800 locations, according to the filing
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Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Extra Space Storage filing is on SEC EDGAR ↗. 8-K briefs of other companies →