NYSE$AHRT

AH Realty Trust Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Armada Hoffler reported its fourth quarter 2024 results, showing significant improvements in net income and FFO compared to the previous year.

Armada Hoffler Properties, Inc. announced strong fourth quarter 2024 results, with net income attributable to common stockholders and OP Unit holders increasing to $26.1 million from a net loss of $23.9 million in Q4 2023. Normalized FFO per diluted share was $0.27, consistent with the prior year, while total revenues reached $142.6 million.

  • Net income attributable to common stockholders and OP Unit holders increased to $26.1 million in Q4 2024 from a net loss of $23.9 million in Q4 2023.
  • Normalized FFO per diluted share was $0.27 for Q4 2024, consistent with $0.31 in Q4 2023.
  • Total revenues for Q4 2024 were $142.6 million, down from $191.0 million in Q4 2023.
  • Weighted average stabilized portfolio occupancy was 96.0% as of December 31, 2024, with positive renewal spreads across all segments.

Headline financials

Total Revenue

$143M

Previous: $191M-25.4%
EPS (adj)

$0.27

Previous: $0.31-12.9%
Normalized FFO per Share

$0.27

No prior period
Capital Expenditures

-$11.3M

No prior period
Net Income

$29M

Previous: -$21.1M+237.9%
Operating Income

$39.7M

Previous: $7.13M+456.5%

Revenue & EPS history

Armada Hoffler · Revenue · Quarterly

$143M

Q4 2024-25.4%vs Q4 2023
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Revenue by segment

Armada Hoffler · $66.6M total across 2 segments · Q3 2023

  • Rental Revenues
    $62.9M
  • Interest Income
    $3.69M

Forward guidance

Armada Hoffler is introducing its 2025 full-year Normalized FFO guidance in the range of $1.00 to $1.10 per diluted share, reflecting a commitment to improving income stream and balance sheet quality for sustainable growth in an evolving market.

Tailwinds

  • Introduction of 2025 full-year Normalized FFO guidance range of $1.00 to $1.10 per diluted share.
  • Harbor Point T. Rowe Price and Allied expected to be delivered in Q1 2025.
  • Chandler Residences expected to be stabilized in Q2 2025.
  • Focus on improving income stream and balance sheet quality.
  • Positioning the company for sustainable growth.

Headwinds

  • Construction gross profit decline due to lower backlog.
  • Unrealized gains on non-designated interest rate derivatives positively affected FFO in Q4 2024, but these are excluded from Normalized FFO.
  • The Company does not provide a reconciliation for its guidance range of Normalized FFO per diluted share to net income per diluted share due to inherent difficulty in forecasting.
  • Higher interest expense due to increased interest rates negatively impacted year-over-year changes.
  • Higher general and administrative expenses negatively impacted year-over-year changes.

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 Q4 2024

Historical avgQ4 2024

-0.3%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+1.0%

Avg return

30 days after

40%

21 / 52 earnings

Positive

+6.9%

Q4 2022

Best reaction

-8.1%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.9%+6.7%+13.4%
Q4 2025-8.1%-11.3%-12.6%
Q3 2025-0.5%-1.7%+0.2%
Q1 2025-1.2%+4.8%+2.6%
Q4 2024-1.6%-1.4%-16.1%
Q3 2024+3.0%+4.2%+2.3%
Q2 2024-0.3%-3.0%+3.3%
Q1 2024+4.7%+5.5%-0.3%
Q4 2023-7.8%-10.3%-9.4%
Q3 2023+4.3%+0.9%+12.7%
Q2 2023+0.8%+0.4%-3.9%
Q1 2023-5.9%-6.6%-3.3%
Q4 2022+6.9%+6.4%-5.9%
Q3 2022-1.1%+5.1%+4.7%
Q2 2022-1.8%-1.3%-7.8%
Q1 2022+3.5%+0.5%+5.7%
Q4 2021-0.6%+2.8%+7.0%
Q3 2021+6.5%+10.6%+1.4%
Q2 2021-1.1%+2.2%+4.5%
Q1 2021-5.8%-3.8%-4.6%
Q4 2020-1.5%+1.8%+15.5%
Q3 2020-3.1%+20.9%+26.1%
Q2 2020+6.6%+9.7%+9.3%
Q1 2020-5.4%-10.1%-12.8%
Q4 2019-0.9%-0.5%-3.7%
Q3 2019+0.4%-2.2%-3.4%
Q2 2019+1.5%-0.5%+2.4%
Q1 2019-0.9%-0.1%+2.0%
Q4 2018-0.5%+0.1%-0.7%
Q3 2018-1.3%-2.4%-0.3%
Q2 2018+3.0%+3.1%+4.8%
Q1 2018+1.9%+2.7%+6.1%
Q4 2017-2.4%-1.9%+1.0%
Q3 2017+1.1%+2.4%+9.4%
Q2 2017-0.5%+1.9%+0.8%
Q1 2017-4.0%-1.7%-6.1%
Q4 2016+1.2%+1.8%-2.2%
Q3 2016-1.9%-2.2%+4.7%
Q2 2016-6.5%-7.1%-7.7%
Q1 2016-1.1%
Q4 2015+6.8%
Q3 2015-2.3%
Q2 2015-0.3%
Q1 2015+0.1%
Q4 2014+2.2%
Q3 2014+0.1%
Q2 2014+2.8%
Q1 2014-0.8%
Q4 2013+0.7%
Q3 2013+0.2%
Q2 2013-5.6%
Q1 2013-0.3%
Q4 2012
Q3 2012
Q2 2012
Q1 2012

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro