NYSE$BRX

Brixmor Property Group Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Delivered record occupancy and ABR PSF.

Brixmor Property Group reported strong operating results for Q3 2024, achieving record occupancy levels and ABR PSF. The company sequentially increased total leased occupancy to 95.6%, anchor leased occupancy to 97.7%, and small shop leased occupancy to 91.1%. Same property NOI increased by 4.1%, driven by a 520 basis point contribution from base rent. The company updated its 2024 Nareit FFO per diluted share expectations to $2.13 - $2.15 and same property NOI growth expectations to 4.75% - 5.25%.

  • Executed 1.1 million square feet of new and renewal leases, with rent spreads on comparable space of 21.8%.
  • Sequentially increased total leased occupancy to a record 95.6%, anchor leased occupancy to a record 97.7%, and small shop leased occupancy to a record 91.1%.
  • Reported an increase in same property NOI of 4.1%, including a contribution from base rent of 520 basis points.
  • Stabilized $33.3 million of reinvestment projects at an average incremental NOI yield of 10%.

Headline financials

Total Revenue

$321M

Previous: $307M+4.3%
EPS

$0.32

Previous: $0.50-36.0%
Nareit FFO

$159M

No prior period
Capital Expenditures

-$337M

Previous: -$256M-31.6%
Free Cash Flow

-$240M

Previous: -$193M-24.8%
Net Income

$96.8M

Previous: $63.7M+51.9%
Operating Income

$113M

Previous: $102M+11.3%
Gross Profit

$284M

Previous: $272M+4.4%
Stock-Based Comp

$5.05M

Previous: $5.72M-11.7%

Revenue & EPS history

Brixmor · Revenue · Quarterly

$321M

Q3 2024+4.3%vs Q3 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Brixmor · $307M total across 1 segment · Q3 2023

  • Rental Income
    $307M+0.8%

Forward guidance

The Company has updated its previously provided NAREIT FFO per diluted share expectations for 2024 to $2.13 - $2.15 from $2.11 - $2.14 and same property NOI growth expectations for 2024 to 4.75% - 5.25% from 4.25% - 5.00%.

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

+0.9%

Avg return

Earnings day

+1.6%

Avg return

5 days after

+2.2%

Avg return

30 days after

63%

36 / 57 earnings

Positive

+8.3%

Q1 2020

Best reaction

-4.2%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.3%-2.4%+0.9%
Q4 2025+2.5%+4.1%+5.5%
Q3 2025-4.2%-7.1%-7.2%
Q2 2025+0.3%+2.4%+6.1%
Q1 2025-4.2%-1.2%-1.5%
Q4 2024+3.9%+5.7%-3.6%
Q3 2024+0.2%-1.3%+10.6%
Q2 2024+7.4%+3.3%+12.0%
Q1 2024+1.7%+2.2%-1.3%
Q4 2023-0.4%+1.6%-1.4%
Q3 2023+4.5%+9.3%+7.2%
Q2 2023+0.7%+0.0%-1.8%
Q1 2023-1.1%+0.1%-6.1%
Q4 2022+0.3%+0.6%-8.7%
Q3 2022-1.2%+2.4%+7.8%
Q2 2022-2.9%-4.1%-7.3%
Q1 2022-0.8%-4.7%-5.9%
Q4 2021+1.0%+1.0%+1.4%
Q3 2021+4.9%+8.8%-5.1%
Q2 2021-0.2%+2.0%+3.1%
Q1 2021-1.1%+1.7%+6.6%
Q4 2020+4.7%+3.0%+13.2%
Q3 2020-1.7%+20.6%+39.6%
Q2 2020+4.3%+5.8%+7.5%
Q1 2020+8.3%-3.7%+47.9%
Q4 2019-1.0%-1.1%-25.1%
Q3 2019+1.5%+5.0%+4.5%
Q2 2019+2.3%+2.6%-0.2%
Q1 2019-0.9%+0.8%-4.8%
Q4 2018-0.6%+0.9%-0.8%
Q3 2018+4.6%+1.8%+3.7%
Q2 2018+3.6%+5.4%+7.3%
Q1 2018-1.3%-2.7%+4.3%
Q4 2017+4.4%+11.4%+7.9%
Q3 2017-2.9%-2.8%+1.3%
Q2 2017+1.5%+0.2%-4.4%
Q1 2017+2.1%-2.1%-8.7%
Q4 2016-2.0%-3.9%-9.7%
Q3 2016+0.3%-6.2%-8.3%
Q2 2016-0.8%+3.0%+2.1%
Q1 2016+1.7%
Q4 2015+0.4%
Q3 2015+1.2%
Q2 2015+1.1%
Q1 2015-1.5%
Q4 2014-0.3%
Q3 2014+1.3%
Q2 2014-0.0%
Q1 2013+2.0%
Q1 2014+2.0%
Q1 2012+1.1%
Q2 2013+1.1%
Q2 2012+1.1%
Q4 2013+1.0%
Q4 2012+0.3%
Q3 2012+0.3%
Q3 2013+0.3%

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