NASDAQ$LAND

Gladstone Land Corporation · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported a net loss for the quarter and AFFO slightly ahead of the prior year, primarily due to additional participation rents offsetting lost revenues and tenancy issues.

Gladstone Land reported a net loss of $823,000 for the second quarter of 2024, compared to a net income of $7.9 million in the prior-year quarter. However, AFFO increased slightly to $3.7 million, or $0.103 per share, compared to $3.6 million, or $0.102 per share, in the prior-year quarter. The company experienced a decrease in fixed base cash rents offset by additional participation rents. They have six properties that are either vacant or being direct-operated.

  • Net loss for the quarter was $823,000, compared to net income of $7.9 million in the prior-year quarter.
  • Net loss to common stockholders was $6.7 million, or $0.19 per share, compared to net income of $1.7 million, or $0.05 per share, in the prior-year quarter.
  • AFFO was $3.7 million, or $0.103 per share, compared to $3.6 million, or $0.102 per share, in the prior-year quarter.
  • NAV per share decreased by $1.56 from the prior-year quarter to $17.59 at June 30, 2024.

Headline financials

Total Revenue

$21.3M

Previous: $21.2M+0.4%
EPS (adj)

$0.10

Previous: $0.11-6.4%
Capital Expenditures

-$2.32M

Previous: -$5.69M+59.3%
Free Cash Flow

-$3.14M

Previous: $2.16M-245.2%
Net Income

-$823K

Previous: $7.86M-110.5%
Operating Income

$7.86M

Previous: $7.83M+0.5%
Gross Profit

$21.3M

Previous: $21.2M+0.4%
Cash & Equivalents

$49.8M

Previous: $48.2M+3.2%
Total Assets

$1.35B

Previous: $1.43B-5.3%

Revenue & EPS history

Gladstone Land · Revenue · Quarterly

$21.3M

Q2 2024+0.4%vs Q2 2023
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 anticipates resolving tenancy issues and potentially selling farms if leasing isn't viable. They also plan to continue acquiring water assets and maintain a strong balance sheet.

Tailwinds

  • Continue to acquire more water at below-market prices
  • Provide additional water security to their farms and those growers who lease them
  • Balance sheet remains strong, with nearly 100% of borrowings at fixed rates
  • Continue to maintain high levels of liquidity
  • Continue to maintain overall access to capital

Headwinds

  • Values of almond and pistachio farms have been negatively impacted by lower crop prices and higher input costs
  • Have six properties (encompassing 13 of their 168 farms) that are either vacant or being direct-operated via agreements with third-party management groups
  • Lost revenues from a large farm in Florida that was sold in the first quarter
  • Continuing tenancy issues on certain of farms
  • May include listing certain farms at auction if not leased or sold beforehand

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 2024

Historical avgQ2 2024

+0.2%

Avg return

Earnings day

+0.7%

Avg return

5 days after

-0.8%

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%
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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