NYSE$ADC

Agree Realty Corp · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Agree Realty reported second quarter 2022 results, increasing acquisition guidance and raising development and PCS guidance.

Agree Realty Corporation announced strong second quarter 2022 results, with net income attributable to common stockholders increasing by 52.7% to $34.1 million. The company also increased its full-year acquisition guidance to a range of $1.5 billion to $1.7 billion and raised its 2022 development and PCS guidance to $75 million to $125 million.

  • Net income for the three months ended June 30, 2022 increased 52.7% to $34.1 million, compared to $22.3 million for the comparable period in 2021.
  • Core FFO for the three months ended June 30, 2022 increased 27.1% to $74.5 million, compared to Core FFO of $58.6 million for the comparable period in 2021.
  • Acquisition volume for the second quarter totaled $420.4 million and included 99 properties net leased to leading retailers.
  • The Company's portfolio consisted of 1,607 properties located in 48 states and contained approximately 33.8 million square feet of gross leasable area as of June 30, 2022.

Headline financials

Total Revenue

$105M

Previous: $82.5M+27.1%
EPS (adj)

$0.97

Previous: $0.88+10.2%
Gross Leasable Area

33.8M

Previous: 26.1M+29.5%
Capital Expenditures

-$424M

Previous: -$347M-22.1%
Free Cash Flow

-$388M

Previous: -$325M-19.4%
Net Income

$36M

Previous: $22.3M+61.0%
Operating Income

$52.3M

Previous: $43.4M+20.7%
Gross Profit

$105M

Previous: $82.5M+27.1%
Cash & Equivalents

$26.3M

Previous: $177M-85.2%
Total Assets

$6.04B

Previous: $4.76B+26.7%
Stock-Based Comp

$1.74M

Previous: $1.48M+18.2%

Revenue & EPS history

Agree Realty · Revenue · Quarterly

$105M

Q2 2022+27.1%vs Q2 2021
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

Agree Realty increased its full-year acquisition guidance to a range of $1.5 billion to $1.7 billion and raised its 2022 development and PCS guidance to $75 million to $125 million.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

-0.0%

Avg return

Earnings day

+0.3%

Avg return

5 days after

-0.0%

Avg return

30 days after

55%

36 / 65 earnings

Positive

+6.3%

Q1 2010

Best reaction

-6.7%

Q2 2010

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.8%-3.7%-4.3%
Q4 2025+0.3%+2.1%+3.5%
Q3 2025+0.2%-0.1%-0.6%
Q1 2025-2.4%-3.4%-5.2%
Q4 2024-1.7%-2.2%+5.9%
Q3 2024+2.3%+0.1%+2.9%
Q2 2024+2.3%+3.6%+9.2%
Q1 2024+2.6%+1.5%+3.7%
Q4 2023-3.4%-1.9%-5.0%
Q3 2023+0.3%+0.6%+6.4%
Q2 2023-2.7%-0.3%-4.6%
Q1 2023+2.5%+0.8%-2.3%
Q4 2022+1.3%+2.6%-6.4%
Q3 2022-3.2%-0.6%+2.2%
Q2 2022-3.0%-2.2%-4.3%
Q1 2022+4.3%+2.1%+6.5%
Q4 2021-1.6%+2.1%+1.6%
Q3 2021+0.6%-0.2%-6.5%
Q2 2021+0.6%+0.2%-1.8%
Q1 2021+0.9%+0.0%+2.8%
Q4 2020-1.8%+0.2%+3.4%
Q3 2020-0.5%+0.1%-1.5%
Q2 2020-2.8%-5.2%+0.6%
Q1 2020+0.7%-2.4%-1.8%
Q4 2019+3.8%-0.1%-31.3%
Q3 2019+1.7%+2.2%-0.9%
Q2 2019+5.3%+6.4%+14.0%
Q1 2019+0.3%+3.4%+3.1%
Q4 2018+1.8%+1.4%+5.3%
Q3 2018+0.1%+5.4%+8.2%
Q2 2018-1.5%-2.4%+5.1%
Q1 2018-0.4%+2.9%+7.3%
Q4 2017+5.9%+4.6%+3.2%
Q3 2017-0.7%-4.7%+0.7%
Q2 2017+1.1%+4.1%+5.0%
Q1 2017-1.4%-5.1%-10.3%
Q4 2016+3.7%+1.5%-1.6%
Q3 2016+1.2%-1.7%-7.9%
Q2 2016-1.2%+1.6%-4.2%
Q1 2016+3.1%
Q4 2015-3.6%
Q3 2015+2.2%
Q2 2015-0.1%
Q1 2015+0.7%
Q4 2014+0.1%
Q3 2014+0.7%
Q2 2014-1.3%
Q1 2014+0.2%
Q4 2013+0.1%
Q3 2013-0.8%
Q2 2013-0.8%
Q1 2013-1.7%
Q4 2012-0.8%
Q3 2012-0.7%
Q2 2012+0.3%
Q1 2011+0.1%
Q1 2012+0.8%
Q4 2009+0.6%
Q4 2011+0.6%
Q3 2010-0.2%
Q3 2011-0.2%
Q2 2011-6.7%
Q4 2010-6.7%
Q2 2010-6.7%
Q1 2010+6.3%

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