Sun Communities, Inc SUI
Revenue Intelligence Report • 24 quarters of SEC filing data • Updated 2026-03-15
Sun Communities, Inc has a forecasted full-year revenue of $1.5B, a +6.6% year-over-year change, based on 24 quarters of SEC filing data. Key revenue drivers include SG&A ($6.80 per $1). The ARDL model achieves strong accuracy at 4.8% MAPE.
Investment Thesis
The econometric model achieves strong accuracy (4.8% MAPE), suggesting Sun Communities, Inc's revenue trajectory is well-characterized by its spending patterns. Each $1 of SG&A spending generates $6.80 in revenue, reflecting strong commercial efficiency.
Next FY Revenue
$1.49B
+6.6% YoY
SG&A Multiplier
$6.80 per $1
Model Accuracy
4.8% MAPE
Holdout validation: The model predicted $358B vs the actual $384B — an error of 6.8%.
Note:
Sun Communities, Inc does not report R&D expenses separately. This analysis uses SG&A spending only.
Revenue Forecast
Quarterly Detail
| Quarter | Model Forecast | Actual | 95% Range | YoY Growth | Status |
|---|---|---|---|---|---|
| Q4 2020 | $358B | $384B | $328B – $388B | +18.7% | ✓ In range |
| Q2 2021 | $345B | $302B – $387B | +11.1% | ||
| Q3 2021 | $316B | $264B – $368B | +4.1% | ||
| Q4 2021 | $419B | $359B – $479B | +4.6% | ||
| Q1 2022 | $412B | $345B – $479B | +7.2% |
Seasonal Factors
Multiplicative seasonal adjustment:
These factors capture Sun Communities, 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 Quarter | Seasonal Factor | vs Trend | Interpretation | Obs. |
|---|---|---|---|---|
| FQ1 (Sep–Nov) | 1.0062 | +0.6% | In line with trend | 5 |
| FQ2 (Dec–Feb) | 0.9736 | -2.6% | In line with trend | 5 |
| FQ3 (Mar–May) | 1.0087 | +0.9% | In line with trend | 5 |
| FQ4 (Jun–Aug) | 1.0137 | +1.4% | In line with trend | 5 |
How Spending Drives Revenue
Reading this chart:
Each line shows the cumulative revenue generated per $1 spent over subsequent quarters. The effect builds over 4-5 quarters as investments mature.
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