NYSE$ADC

Agree Realty Corp · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Agree Realty Corporation's financial performance for Q3 2024 was reported, featuring increased acquisition guidance and strong liquidity.

Agree Realty Corporation announced its Q3 2024 results, with net income increasing by 7.2% to $42.5 million. The company raised its 2024 acquisition guidance to approximately $850 million, driven by capital markets activities that resulted in a record liquidity of over $1.9 billion.

  • Net income for the three months ended September 30, 2024, increased 7.2% to $42.5 million, compared to $39.7 million for the comparable period in 2023.
  • Core FFO for the three months ended September 30, 2024 increased 6.8% to $102.9 million, compared to Core FFO of $96.4 million for the comparable period in 2023.
  • AFFO for the three months ended September 30, 2024 increased 7.4% to $104.8 million, compared to AFFO of $97.6 million for the comparable period in 2023.
  • Total acquisition volume for the third quarter was approximately $215.6 million.

Headline financials

Total Revenue

$154M

Previous: $137M+12.8%
EPS (adj)

$1.03

Previous: $1.00+3.0%
Capital Expenditures

-$216M

Previous: -$400M+46.0%
Free Cash Flow

-$172M

Previous: -$358M+52.1%
Net Income

$44.4M

Previous: $41.5M+6.9%
Operating Income

$74.4M

Previous: $63.1M+18.0%
Gross Profit

$154M

Previous: $137M+12.8%
Stock-Based Comp

$2.78M

Previous: $2.17M+28.0%

Revenue & EPS history

Agree Realty · Revenue · Quarterly

$154M

Q3 2024+12.8%vs Q3 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

The Company is increasing full-year 2024 acquisition guidance to approximately $850 million and raising the lower end of our 2024 AFFO per share guidance to a range of $4.12 to $4.14.

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 2024

Historical avgQ3 2024

-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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