NYSE$ALEX

Alexander & Baldwin Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Achieved a 17% increase in Same-Store NOI and a 38% increase in Core FFO per share over the prior year quarter.

Alexander & Baldwin reported strong Q1 2022 results, driven by exceptional performance in its commercial real estate business. Tenant performance improved, leading to strong tenant collections and robust leasing demand. The company also made progress on its strategic agenda by capitalizing on the favorable market for Hawai‘i real estate and monetizing non-CRE assets.

  • Commercial real estate revenue increased by 15.5% compared to the same quarter of 2021.
  • Same-Store NOI increased by 17.0% compared to the same quarter of 2021.
  • Overall leased occupancy was 94.5% as of March 31, 2022, an increase of 70 basis points compared to March 31, 2021.
  • The company revised its annual 2022 guidance to reflect its improved outlook.

Headline financials

Total Revenue

$98.2M

Previous: $81M+21.2%
EPS (adj)

$0.14

Previous: $0.14+0.0%
Net Income

$10.5M

Previous: $9.9M+6.1%
Operating Income

$18.4M

Previous: $13.9M+32.4%
Gross Profit

$98.2M

Previous: $81M+21.2%
Cash & Equivalents

$33.7M

Previous: $32M+5.3%
Total Assets

$1.85B

Previous: $1.99B-6.9%
Stock-Based Comp

$1.5M

Previous: $1.4M+7.1%

Revenue & EPS history

Alexander & Baldwin · Revenue · Quarterly

$98.2M

Q1 2022+21.2%vs Q1 2021
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Revenue by segment

Alexander & Baldwin · $59M total across 2 segments · Q1 2022

  • Commercial Real Estate
    $46.1M+15.5%
  • Land Operations
    $12.9M+10.2%

Forward guidance

The Company revised its annual 2022 guidance to reflect its improved outlook.

Historical earnings impact

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

Avg. return before/after earnings

Based on 8 quarterly earnings reports

Historical avg

-0.0%

Avg return

Earnings day

+1.1%

Avg return

5 days after

+1.3%

Avg return

30 days after

47%

28 / 60 earnings

Positive

+8.9%

Q4 2013

Best reaction

-14.4%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025
Q3 2025-6.3%-5.3%-6.1%
Q2 2025+2.1%+0.5%+5.5%
Q1 2025-2.4%+2.9%+3.1%
Q4 2024+0.6%-2.5%-4.2%
Q3 2024+2.6%+3.7%+5.8%
Q2 2024+6.8%+8.4%+6.3%
Q1 2024+1.2%+2.9%+2.9%
Q4 2023-4.2%-1.9%-2.9%
Q3 2023+4.7%
Q2 2023-1.0%
Q1 2023-1.0%
Q4 2022-0.3%
Q3 2022+5.9%
Q2 2022+4.2%
Q1 2022-2.5%
Q4 2021+1.7%
Q3 2021+1.4%
Q2 2021+5.1%
Q1 2021+1.9%
Q4 2020-5.5%
Q3 2020+6.6%
Q2 2020-0.6%
Q1 2020-14.4%
Q4 2019-8.7%
Q3 2019-3.8%
Q2 2019-0.3%
Q1 2019+2.6%
Q4 2018-7.4%
Q3 2018+8.2%
Q2 2018+1.6%
Q1 2018-2.3%
Q4 2017+4.0%
Q3 2017-5.0%
Q2 2017+0.3%
Q1 2017-7.4%
Q4 2016-3.2%
Q3 2016+8.0%
Q2 2016+3.2%
Q1 2016-3.2%
Q4 2015+0.6%
Q3 2015-0.3%
Q2 2015-4.2%
Q1 2015+6.4%
Q4 2014-0.7%
Q3 2014+4.2%
Q2 2014-1.1%
Q1 2014+0.4%
Q4 2013+8.9%
Q3 2013-0.3%
Q2 2013-3.4%
Q1 2012-2.5%
Q1 2013+1.2%
Q1 2011-0.4%
Q4 2010-0.4%
Q4 2012+0.6%
Q3 2011-1.7%
Q3 2012-0.3%
Q2 2011-1.2%
Q4 2011-1.2%
Q2 2012+1.4%

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