NASDAQ$LAND

Gladstone Land Corporation · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Gladstone Land reported financial results, showing a decrease in net income and AFFO compared to the prior quarter, while NAV per share increased.

Gladstone Land's first quarter 2022 results showed a net income of $1.2 million and AFFO of $6.4 million. The company experienced a decrease in total cash lease revenues and an increase in fixed base cash rents. NAV per share increased to $15.54.

  • Net income for the quarter was approximately $1.2 million.
  • AFFO was approximately $6.4 million for the current quarter.
  • Total cash lease revenues decreased by approximately $2.7 million.
  • Estimated NAV per share increased by $1.23 to $15.54.

Headline financials

Total Revenue

$19.9M

Previous: $16M+24.4%
EPS (adj)

$0.18

Previous: $0.17+6.3%
Occupancy Rate

100.0%

Previous: 100.0%+0.0%
Capital Expenditures

-$3.52M

Previous: -$4.61M+23.6%
Free Cash Flow

-$2.34M

Previous: -$4.05M+42.3%
Net Income

$1.18M

Previous: $553K+113.0%
Operating Income

$6.58M

Previous: $6.13M+7.4%
Gross Profit

$19.9M

Previous: $16M+24.4%
Cash & Equivalents

$49.4M

Previous: $72.9M-32.3%
Total Assets

$1.39B

Previous: $1.13B+22.1%

Revenue & EPS history

Gladstone Land · Revenue · Quarterly

$19.9M

Q1 2022+24.4%vs Q1 2021
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Gladstone Land · $1.2M total across 1 segment · Q4 2020

  • Participation Rents
    $1.2M

Forward guidance

Gladstone Land is focused on replenishing its backlog of potential farm acquisitions, while being conservative with capital due to the uncertain economic environment. They anticipate participation rents coming in later in the year and expect another successful year overall.

Tailwinds

  • The results this quarter showed the full impact of about $147 million of acquisitions that occurred during the last quarter of 2021.
  • We have been busy replenishing our backlog of potential farm acquisitions.
  • We do have few farms that we are hopeful of closing on over the next several months.
  • We continue to see appreciation in the value of most of our farms, particularly those in the western U.S.
  • All of our farms continue to have sufficient water at this time.

Headwinds

  • Given the level of uncertainty surrounding the current economic environment, we believe now is a time to be somewhat conservative with our capital and thus have been a bit more selective with our acquisitions recently.
  • The decrease in AFFO was primarily driven by higher participation rents recorded during the prior quarter
  • Cash flows from operations for the current quarter decreased by approximately $4.5 million from the prior quarter
  • Total cash lease revenues decreased by approximately $2.7 million
  • Net loss to common stockholders during the quarter was approximately $2.7 million, or $0.08 per share

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 Q1 2022

Historical avgQ1 2022

+0.2%

Avg return

Earnings day

+0.7%

Avg return

5 days after

-1.0%

Avg return

30 days after

54%

26 / 48 earnings

Positive

+8.7%

Q4 2025

Best reaction

-10.0%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.3%-3.4%-6.4%
Q4 2025+8.7%+5.6%-14.2%
Q3 2025+1.1%+8.1%-1.2%
Q1 2025+2.8%+1.6%+5.9%
Q4 2024+1.3%-0.9%-9.3%
Q3 2024-1.5%-7.5%-14.3%
Q2 2024-0.2%-1.0%-2.7%
Q1 2024+1.8%+3.2%+3.7%
Q4 2023-2.5%-3.5%-2.4%
Q3 2023-4.8%-4.6%-1.1%
Q2 2023+0.9%-1.0%-7.2%
Q1 2023-3.3%-1.8%+9.5%
Q4 2022-2.5%-6.8%-19.3%
Q3 2022+2.1%+7.3%-3.6%
Q2 2022-2.7%-1.6%-12.6%
Q1 2022-10.0%-14.2%-21.1%
Q4 2021-3.0%+4.0%+22.0%
Q3 2021+3.6%+9.2%+20.8%
Q2 2021-4.4%+0.0%-2.4%
Q1 2021+3.3%+10.6%+12.0%
Q4 2020+2.3%+2.4%+1.3%
Q3 2020-0.9%-2.5%+4.4%
Q2 2020-1.7%-0.5%-5.7%
Q1 2020+2.2%+0.7%+11.9%
Q4 2019+2.9%+0.6%-24.6%
Q3 2019+0.0%+0.9%+8.5%
Q2 2019+1.0%+1.6%+1.2%
Q1 2019-0.4%-0.6%-2.9%
Q4 2018+1.3%-0.9%+2.2%
Q3 2018+2.2%+3.2%+4.6%
Q2 2018-4.0%-0.2%+1.9%
Q1 2018+0.6%+1.6%+2.1%
Q4 2017-1.0%+2.2%+3.0%
Q3 2017-0.5%-0.4%-2.7%
Q2 2017+2.4%+5.4%-0.1%
Q1 2017-0.5%-0.5%+2.9%
Q4 2016+4.1%+4.6%-8.1%
Q3 2016+2.7%+6.3%+4.1%
Q2 2016-0.3%-0.7%+1.2%
Q1 2016-1.4%
Q4 2015+1.1%
Q3 2015+2.1%
Q2 2015+0.9%
Q1 2015+0.3%
Q4 2014+5.5%
Q4 2013-3.7%
Q2 2013+5.7%
Q4 2012+1.8%
Q2 2012
Q1 2012
Q4 2011
Q3 2011

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