NYSE$AVB

AvalonBay Communities Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

AvalonBay's Q1 2023 performance saw a decrease in EPS but an increase in FFO and Core FFO, driven by strong same-store revenue growth and development activities.

AvalonBay Communities, Inc. reported a decrease in Earnings per Share (EPS) but an increase in Funds from Operations (FFO) per share and Core FFO per share for the first quarter of 2023. Same Store total revenue increased, driven by residential rental revenue growth.

  • EPS decreased by 43.9% compared to Q1 2022.
  • FFO per share increased by 13.4% compared to Q1 2022.
  • Core FFO per share increased by 13.7% compared to Q1 2022.
  • Same Store total revenue increased by 9.4% compared to the prior year period.

Headline financials

Total Revenue

$675M

Previous: $614M+9.9%
EPS (adj)

$2.57

Previous: $2.26+13.7%
Total Apartment Homes

88.8K

Previous: 87.9K+1.0%
Total Communities

295

Previous: 296-0.3%
Capital Expenditures

-$261M

Previous: -$357M+27.0%
Free Cash Flow

-$114M

Previous: -$94.9M-20.0%
Net Income

$147M

Previous: $262M-44.0%
Operating Income

$465M

Previous: $418M+11.2%
Gross Profit

$510M

Previous: $463M+10.2%
Cash & Equivalents

$254M

Previous: $343M-25.9%
Total Assets

$20.2B

Previous: $19.9B+1.5%
Stock-Based Comp

$7.92M

Previous: $6.97M+13.6%

Revenue & EPS history

AvalonBay · Revenue · Quarterly

$675M

Q1 2023+9.9%vs Q1 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

AvalonBay · $497M total across 1 segment · Q1 2021

  • Same Store Residential
    $497M

Forward guidance

The Company expects EPS to be between $2.48 and $2.58, FFO per share to be between $2.52 and $2.62, and Core FFO per share to be between $2.54 and $2.64 for the second quarter of 2023.

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 Q1 2023

Historical avgQ1 2023

-0.1%

Avg return

Earnings day

-0.2%

Avg return

5 days after

+1.4%

Avg return

30 days after

46%

33 / 72 earnings

Positive

+7.4%

Q2 2022

Best reaction

-6.7%

Q1 2010

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.0%-0.6%-0.4%
Q4 2025-4.6%-0.2%+0.0%
Q3 2025-0.9%-0.1%+3.2%
Q1 2025-0.5%-1.0%-1.5%
Q4 2024-1.1%-2.4%-2.6%
Q3 2024+4.7%+8.1%+5.3%
Q2 2024+3.3%-1.0%+9.5%
Q1 2024+0.1%-0.9%+2.1%
Q4 2023-0.2%-4.7%-0.2%
Q3 2023-0.9%-3.9%+2.4%
Q2 2023+0.9%-0.7%-0.5%
Q1 2023+3.5%+5.9%+0.1%
Q4 2022+0.4%+0.8%-7.9%
Q3 2022-2.3%-5.9%+0.8%
Q2 2022+7.4%+5.2%+6.0%
Q1 2022-2.0%-9.5%-13.7%
Q4 2021+2.3%-0.0%+1.2%
Q3 2021+2.0%+0.3%+2.1%
Q2 2021+0.7%+0.2%-1.2%
Q1 2021-1.9%-1.9%+6.0%
Q4 2020+3.3%+4.1%+6.7%
Q3 2020-2.7%+3.9%+20.0%
Q2 2020+0.6%-0.2%+6.2%
Q1 2020+0.7%-1.3%+8.4%
Q4 2019+0.2%+1.4%-4.4%
Q3 2019-1.9%-1.0%-1.8%
Q2 2019-3.7%-4.9%+0.8%
Q1 2019+1.9%+0.9%+4.6%
Q4 2018+2.3%+2.3%+2.8%
Q3 2018+2.1%-1.0%+8.0%
Q2 2018+2.7%+4.6%+7.0%
Q1 2018-0.2%+0.7%-0.1%
Q4 2017-1.7%-4.7%-7.8%
Q3 2017-0.2%+0.2%+0.2%
Q2 2017-2.2%-1.9%-2.1%
Q1 2017-0.6%+0.9%+1.1%
Q4 2016+1.3%+0.9%+4.5%
Q3 2016-0.6%-0.3%-4.5%
Q2 2016-1.6%+0.2%-5.8%
Q1 2016-1.2%
Q4 2015+1.6%
Q3 2015-2.2%
Q2 2015+0.4%
Q1 2015-0.0%
Q4 2014-2.5%
Q3 2014+0.2%
Q2 2014+1.9%
Q1 2014-0.5%
Q4 2013+3.9%
Q3 2013-4.3%
Q2 2013+0.6%
Q1 2013+0.9%
Q4 2012-5.9%
Q3 2012-0.1%
Q2 2012-0.8%
Q1 2012+0.8%
Q4 2011-1.5%
Q3 2011+0.7%
Q2 2011-3.6%
Q1 2011-0.9%
Q4 2010-0.4%
Q3 2010+2.9%
Q2 2010+1.4%
Q1 2009-6.7%
Q1 2010-6.7%
Q4 2007-0.2%
Q4 2009-0.2%
Q3 2008+5.3%
Q3 2009+5.3%
Q4 2008+5.3%
Q2 2008-5.1%
Q2 2009-5.1%

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