NYSE$BNL

Broadstone Net Lease Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Broadstone Net Lease reported operating results, invested in new properties and development fundings, and sold properties.

Broadstone Net Lease announced its Q3 2024 operating results, featuring investments of $93.9 million in new property acquisitions and development fundings. The company generated a net income of $37.3 million, or $0.19 per share, and an AFFO of $70.2 million, or $0.35 per share. The portfolio remained strong with 99.0% leased occupancy and 99.1% rent collection.

  • Invested $93.9 million, including $69.3 million in new property acquisitions and $24.6 million in development fundings.
  • Generated net income of $37.3 million, or $0.19 per share.
  • Generated adjusted funds from operations (AFFO) of $70.2 million, or $0.35 per share.
  • Collected 99.1% of base rents due for the third quarter for all properties under lease.

Headline financials

Total Revenue

$108M

Previous: $110M-1.0%
EPS

$0.19

Previous: $0.36-47.2%
Base Rents Collected

99.1%

Previous: 99.9%-0.8%
Portfolio Leased Rate

99.0%

Previous: 99.4%-0.4%
Total Investment Activity

$93.9M

Previous: $16.5M+469.1%
Gross Proceeds from Dispositions

$31.8M

Previous: $62.3M-49.0%
Capital Expenditures

-$10.4M

Previous: -$29.5M+64.9%
Free Cash Flow

$25.3M

Previous: $20.2M+24.9%
Net Income

$35.6M

Previous: $49.7M-28.3%
Operating Income

$67M

Previous: $68.4M-1.9%
Gross Profit

$108M

Previous: $110M-1.0%
Cash & Equivalents

$9M

Previous: $35.1M-74.3%
Total Assets

$5.26B

Previous: $5.34B-1.3%
Stock-Based Comp

$1.83M

Previous: $1.54M+18.8%

Revenue & EPS history

Broadstone Net Lease · Revenue · Quarterly

$108M

Q3 2024-1%vs Q3 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

BNL expects to report AFFO of between $1.41 and $1.43 per diluted share for 2024.

Tailwinds

  • Investments in real estate properties between $400 million and $600 million.
  • Dispositions of real estate properties between $350 million and $450 million.
  • Total cash general and administrative expenses between $31 million and $33 million.

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

-0.6%

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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