NYSE$BNL

Broadstone Net Lease Inc · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

Broadstone Net Lease's Q2 2020 financial results were announced, highlighting revenue growth and strong portfolio metrics amidst the COVID-19 pandemic.

Broadstone Net Lease reported a 16.4% increase in revenues compared to Q2 2019, driven by portfolio growth and strong operating performance. The company collected 93.0% of second quarter base rents and maintained high occupancy rates despite the COVID-19 pandemic. They also reinstated quarterly distributions.

  • Revenues increased by 16.4% compared to the three months ended June 30, 2019.
  • Net income decreased by 1.4% compared to the three months ended June 30, 2019.
  • Adjusted Funds From Operations (AFFO) increased by 33.0% compared to the same period in 2019.
  • As of quarter end, 99.6% of properties were subject to a lease and were 99.5% occupied.

Headline financials

Total Revenue

$80.4M

Previous: $69.1M+16.4%
EPS (adj)

$1.54

Previous: $0.11+1361.1%
Base Rents Collected

93.0%

Previous: 93.0%+0.0%
Portfolio Leased Rate

99.5%

Previous: 99.5%+0.0%
Total Investment Activity

$0.00

Previous: $0.00
Gross Proceeds from Dispositions

$10M

Previous: $10M+0.0%
Capital Expenditures

-$3.82M

Previous: -$1.54M-147.8%
Free Cash Flow

$11.5M

Previous: $14.6M-21.0%
Net Income

$15.4M

Previous: $16.1M-4.8%
Operating Income

$32.4M

Previous: $40.1M-19.2%
Gross Profit

$80.2M

Previous: $69.1M+16.2%
Cash & Equivalents

$9.24M

Previous: $10.3M-10.2%
Total Assets

$4.14B

Previous: $3.21B+29.0%

Revenue & EPS history

Broadstone Net Lease · Revenue · Quarterly

$80.4M

Q2 2020+16.4%vs Q2 2019
Beat estimate in 1 of 3 quarters(33%)
ActualEstimate

Forward guidance

Due to the economic uncertainty and evolving circumstances related to the COVID-19 pandemic and the potential for further tenant requests for rent relief, the company continues to evaluate all options for strengthening its liquidity position.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports

Historical avg

-0.6%

Avg return

Earnings day

+0.2%

Avg return

5 days after

+1.2%

Avg return

30 days after

36%

8 / 22 earnings

Positive

+4.7%

Q1 2024

Best reaction

-5.2%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.7%-0.8%+1.5%
Q4 2025-4.2%-1.2%-4.5%
Q3 2025-0.9%+0.3%-2.0%
Q1 2025-2.0%-1.3%-1.7%
Q4 2024+3.1%+6.3%+8.4%
Q3 2024-2.3%-2.6%-2.7%
Q2 2024-3.4%-4.7%+0.4%
Q1 2024+4.7%+5.8%+5.4%
Q4 2023-4.0%-6.1%-3.2%
Q3 2023+1.5%+4.5%+16.2%
Q2 2023-1.3%-0.1%-2.3%
Q1 2023+0.1%+1.5%+0.4%
Q4 2022-0.4%-0.4%-6.1%
Q3 2022-5.2%-4.3%+0.0%
Q2 2022-1.4%-0.6%-15.5%
Q1 2022+2.3%-0.5%+6.9%
Q4 2021-1.1%+0.1%-3.1%
Q3 2021+0.7%+0.0%-8.1%
Q2 2021+3.1%+5.1%+9.3%
Q1 2021-0.5%+0.2%+16.5%
Q4 2020-3.4%-2.6%-3.4%
Q3 2020+1.7%+4.9%+13.3%
Q2 2020
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016

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