NASDAQ$FRPH

Frp Holdings Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

FRP Holdings reported an increase in net income and revenue across multiple segments, driven by strategic acquisitions and strong leasing performance.

FRP Holdings, Inc. reported a net income of $657,000, or $0.07 per share, for the second quarter of 2022, compared to $82,000, or $0.01 per share, in the same period last year. The company saw revenue increases in its Asset Management, Mining Royalty Lands, and Stabilized Joint Venture segments.

  • Net income increased to $657,000 or $0.07 per share compared to $82,000 or $0.01 per share year-over-year.
  • Asset Management segment revenue increased by 55.1% due to Cranberry Run reaching 100% leased and occupied status and the addition of new spec buildings.
  • Mining Royalty Lands segment revenue increased due to additional royalties from the Astatula, FL acquisition.
  • Stabilized Joint Venture segment revenue increased, driven by The Maren and Dock 79.

Headline financials

Total Revenue

$9.63M

Previous: $8.5M+13.3%
EPS (adj)

$0.04

Previous: $0.01+300.0%
Pro Rata NOI

$3.53M

Previous: $3.04M+16.3%
Capital Expenditures

-$13.8M

Previous: -$3.46M-298.4%
Free Cash Flow

-$13.1M

Previous: -$3.38M-288.6%
Net Income

$657K

Previous: $82K+701.2%
Operating Income

$2.07M

Previous: -$159K+1399.4%
Gross Profit

$8.09M

Previous: $7.1M+13.9%
Cash & Equivalents

$159M

Previous: $138M+15.3%
Total Assets

$677M

Previous: $681M-0.6%

Revenue & EPS history

FRP · Revenue · Quarterly

$9.63M

Q2 2022+13.3%vs Q2 2021

Revenue by segment

FRP · $9.22M total across 3 segments · Q2 2022

  • Multifamily
    $5.43M+12.5%
  • Mining Royalty Lands
    $2.88M+9.5%
  • Industrial and Commercial
    $912K+55.1%

Forward guidance

FRP Holdings anticipates shell completion of the final building at Hollander by the end of 2022, which will positively impact revenue, operating profit, and NOI. They are working to convert existing cash into new investments and are cautiously optimistic.

Tailwinds

  • Shell completion of final building at Hollander by the end of 2022.
  • Stabilization of Bryant Street.
  • Stabilization and permanent financing for Riverside.
  • Completion of construction on and commencement of leasing for both .408 Jackson in Greenville.
  • Completion of construction on and commencement of leasing for The Verge in Washington, DC.

Headwinds

  • Impact of the COVID-19 Pandemic on operations and financial results.
  • Possibility of being unable to find appropriate investment opportunities.
  • Levels of construction activity in the markets served by mining properties.
  • Demand for flexible warehouse/office facilities in the Baltimore-Washington-Northern Virginia area.
  • Demand for apartments in Washington D.C., Richmond, Virginia, and Greenville, South Carolina.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

+0.3%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+0.3%

Avg return

30 days after

51%

33 / 65 earnings

Positive

+11.5%

Q1 2013

Best reaction

-6.8%

Q2 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.6%+5.3%+11.1%
Q4 2025-2.0%-5.5%-8.7%
Q3 2025-4.5%-1.4%-3.4%
Q2 2025-6.8%+0.3%-4.2%
Q1 2025+1.2%+0.0%+1.4%
Q4 2024-3.6%-9.2%-9.9%
Q3 2024+1.3%+4.1%+5.4%
Q2 2024+4.7%+1.7%+0.6%
Q1 2024+1.2%-1.8%-2.3%
Q4 2023+1.9%+1.1%+0.9%
Q3 2023+1.3%+3.7%+8.0%
Q2 2023-1.0%-2.7%-3.0%
Q1 2023+2.5%-3.8%+6.6%
Q4 2022+9.7%+4.1%+6.8%
Q3 2022+0.1%+3.0%+5.4%
Q2 2022+2.4%+1.8%-0.9%
Q1 2022+1.9%-0.4%+1.9%
Q4 2021+3.3%+1.7%+4.3%
Q3 2021+7.1%+12.0%+0.1%
Q2 2021-2.4%-0.4%-3.6%
Q1 2021+8.4%+13.8%+16.1%
Q4 2020+8.0%+7.9%+2.6%
Q3 2020-2.1%+4.5%+1.4%
Q2 2020+1.9%+5.9%+2.2%
Q1 2020-1.2%-2.6%+1.6%
Q4 2019+2.3%-7.1%-14.4%
Q3 2019-1.3%-3.5%-1.9%
Q2 2019+0.1%+1.4%+1.0%
Q1 2019-5.2%-3.7%-4.7%
Q4 2018+0.4%-0.8%+1.3%
Q3 2018-0.7%+0.5%-10.4%
Q2 2018+2.4%-1.5%+1.2%
Q1 2018-1.3%-2.9%-0.3%
Q4 2017+1.3%+2.4%+1.5%
Q3 2017-0.6%-0.8%+1.1%
Q2 2017-1.1%-0.2%-1.1%
Q1 2017-2.2%-1.9%-3.2%
Q4 2016+1.8%+3.8%+3.3%
Q3 2016+0.9%+0.6%-3.7%
Q2 2016-1.7%
Q1 2016+3.5%
Q4 2015-4.7%
Q3 2015+5.2%
Q4 2014-4.4%
Q2 2015+2.8%
Q1 2015+4.4%
Q3 2014+1.8%
Q2 2014-0.6%
Q1 2014-1.2%
Q4 2013-0.5%
Q3 2013-2.8%
Q2 2013-5.1%
Q1 2013+11.5%
Q4 2012-2.1%
Q3 2012+1.7%
Q2 2012-1.5%
Q1 2011+3.0%
Q1 2012+2.2%
Q4 2009-5.6%
Q2 2011-5.6%
Q4 2011-5.6%
Q3 2011-2.8%
Q4 2010-2.8%
Q3 2010-2.8%
Q1 2010-0.7%

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