Udr, Inc. UDR

Revenue Intelligence Report • 51 quarters of SEC filing data • Updated 2026-03-15

A log-log model indicates revenue is positively driven by SG&A spending, with an elasticity of 0.14% in revenue per 1% SG&A increase; R&D data are not available for assessment. The model shows good predictive accuracy, with a holdout prediction of 438M versus 433M actual (about -1.2%), and an overall MAPE of 1.7% over 51 quarters. Latest quarterly revenue is 433M, and the full-year forecast is 1,819M, up 6.2% year over year, signaling ongoing growth momentum. The ROI on SG&A spending appears modest, suggesting upside from efficiency improvements and other revenue-enhancing strategies to sustain the positive outlook.

Investment Thesis

Our ARDL model tracks Udr, Inc.'s revenue with exceptional precision (1.7% MAPE), indicating highly predictable cash flows. Sales & marketing spend shows a 0.14x elasticity, suggesting effective go-to-market execution.

Next FY Revenue
$1.82B
+6.2% YoY
SG&A Elasticity
0.14x
Model Accuracy
1.7% MAPE
Holdout validation: The model predicted $438B vs the actual $433B — an error of 1.2%.
Note: Udr, Inc. does not report R&D expenses separately. This analysis uses SG&A spending only.

Revenue Forecast

UDR Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q4 2025 $438B $433B $417B – $461B +3.7% ✓ In range
Q2 2026 $445B $414B – $478B +5.4%
Q3 2026 $451B $414B – $493B +6.1%
Q4 2026 $458B $414B – $507B +6.0%
Q1 2027 $465B $415B – $520B +7.3%

Seasonal Factors

Multiplicative seasonal adjustment: These factors capture Udr, Inc.'s systematic quarterly revenue patterns relative to the trend model. A factor of 1.05 means that quarter typically runs 5% above the underlying trend; 0.95 means 5% below. Factors are computed as the median of (actual / fitted) across all available quarters.
Fiscal QuarterSeasonal Factorvs TrendInterpretationObs.
FQ1 (Sep–Nov) 1.0004 +0.0% In line with trend 13
FQ2 (Dec–Feb) 0.9894 -1.1% In line with trend 12
FQ3 (Mar–May) 0.9934 -0.7% In line with trend 12
FQ4 (Jun–Aug) 1.0003 +0.0% In line with trend 13

How Spending Drives Revenue

UDR Spending Timing
Reading this chart: Each line shows the cumulative elasticity — how a 1% increase in spending translates to revenue growth over subsequent quarters. The effect builds over 4-5 quarters as investments compound.

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Data sourced from SEC EDGAR XBRL filings. Model: ARDL (log-log) with 51 quarters. This analysis is for informational purposes only and does not constitute investment advice.

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