NYSE$ADC

Agree Realty Corp · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Agree Realty Corporation reported results for the quarter ended September 30, 2023, achieving record investment grade exposure.

Agree Realty Corporation announced its Q3 2023 results, with net income increasing by 5.6% to $39.7 million and Core FFO increasing by 23.3% to $96.4 million. The company's portfolio consisted of 2,084 properties in 49 states, with 99.7% leased and 68.9% of annualized base rents from investment grade retail tenants. Total acquisition volume for the quarter was approximately $398.3 million.

  • Net income for the quarter increased 5.6% to $39.7 million compared to the same period in 2022.
  • Core FFO for the quarter increased 23.3% to $96.4 million compared to the same period in 2022.
  • Total acquisition volume for the quarter was approximately $398.3 million.
  • The company's portfolio consisted of 2,084 properties, with 99.7% leased and 68.9% of annualized base rents from investment grade retail tenants.

Headline financials

Total Revenue

$137M

Previous: $110M+24.3%
EPS (adj)

$1.00

Previous: $0.96+4.2%
Gross Leasable Area

43.2M

Previous: 35.8M+20.7%
Capital Expenditures

-$400M

Previous: -$362M-10.6%
Free Cash Flow

-$358M

Previous: -$322M-11.2%
Net Income

$41.5M

Previous: $39.4M+5.3%
Operating Income

$63.1M

Previous: $57.3M+10.1%
Gross Profit

$137M

Previous: $110M+24.3%
Cash & Equivalents

$6.39M

Previous: $6.07M+5.2%
Total Assets

$7.65B

Previous: $4.03B+89.9%
Stock-Based Comp

$2.17M

Previous: $1.51M+43.5%

Revenue & EPS history

Agree Realty · Revenue · Quarterly

$137M

Q3 2023+24.3%vs Q3 2022
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

The Company now anticipates acquisition volume for the full-year 2023 to be approximately $1.3 billion of high-quality retail net lease properties.

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 Q3 2023

Historical avgQ3 2023

-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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