NYSE$BXP

Boston Properties Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Boston Properties' financial performance reflected a strong start to 2022.

Boston Properties reported a net income attributable to Boston Properties, Inc. of $143.05 million, or $0.91 per diluted share, and FFO attributable to Boston Properties, Inc. of $286.14 million, or $1.82 per diluted share for the quarter ended March 31, 2022.

  • Total revenue was reported at $754.31 million.
  • Net income attributable to Boston Properties, Inc. was $143.05 million.
  • FFO attributable to Boston Properties, Inc. was $286.14 million.
  • Occupancy of In-Service Properties was 89.1%.

Headline financials

Total Revenue

$754M

Previous: $714M+5.7%
EPS (adj)

$1.82

Previous: $1.56+16.7%
Capital Expenditures

-$3.58M

Previous: -$32.7M+89.1%
Free Cash Flow

$139M

Previous: $67.9M+105.5%
Net Income

$143M

Previous: $101M+42.2%
Operating Income

$271M

Previous: $228M+18.7%
Gross Profit

$469M

Previous: $444M+5.7%
Cash & Equivalents

$436M

Previous: $697M-37.4%
Total Assets

$22.5B

Previous: $22.2B+1.2%
Stock-Based Comp

$21.2M

Previous: $20.1M+5.7%

Revenue & EPS history

Boston Properties · Revenue · Quarterly

$754M

Q1 2022+5.7%vs Q1 2021
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

Boston Properties · $750M total across 4 segments · Q1 2022

  • Lease
    $718M+4.7%
  • Parking and Other
    $21.7M+50.0%
  • Dev & Mgmt Services
    $5.83M-14.3%
  • Hotel
    $4.56M+621.0%

Forward guidance

The Company’s guidance for the second quarter and full year 2022 for diluted earnings per common share attributable to Boston Properties, Inc. (EPS) and diluted funds from operations (FFO) per common share attributable to Boston Properties, Inc. is set forth and reconciled below.

Tailwinds

  • Projected EPS (diluted) Low: $0.79, High: $0.81
  • Projected FFO per share (diluted) Low: $1.84, High: $1.86
  • Average In-service portfolio occupancy: 88.00 % - 90.00 %
  • Increase in BXP’s Share of Same Property net operating income (excluding termination income): 2.75 % - 3.75 %
  • Increase in BXP’s Share of Same Property net operating income - cash (excluding termination income): 5.00 % - 6.00 %

Headwinds

  • Projected EPS (diluted) Low: $5.32, High: $5.42
  • Projected Company share of (gains)/losses on sales of real estate: (2.22)
  • Projected FFO per share (diluted) Low: $7.40, High: $7.50
  • BXP’s Share of incremental net operating income related to asset sales over prior year: $(33,000) - $(27,000)
  • General and administrative expense Excludes estimated changes in the market value of the Company’s deferred compensation plan and gains (losses) from investments in securities: $(157,000) - $(151,000)

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 2022

Historical avgQ1 2022

-0.1%

Avg return

Earnings day

-0.2%

Avg return

5 days after

+0.7%

Avg return

30 days after

50%

36 / 72 earnings

Positive

+6.4%

Q2 2018

Best reaction

-7.9%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.0%+1.6%+4.4%
Q4 2025-2.5%-1.0%+1.6%
Q3 2025-5.0%-4.7%-2.3%
Q1 2025-2.1%-0.6%+3.4%
Q4 2024-5.9%-2.0%-3.1%
Q3 2024-5.3%-9.4%-5.2%
Q2 2024-0.1%-6.2%+4.3%
Q1 2024-5.7%-3.3%-7.4%
Q4 2023-7.9%-11.8%-10.4%
Q3 2023+4.2%+7.1%+18.1%
Q2 2023+0.6%+2.9%+0.2%
Q1 2023-1.6%+2.6%-8.5%
Q4 2022+3.0%+4.6%-9.8%
Q3 2022+0.1%-0.0%-3.7%
Q2 2022+0.9%+2.2%-5.7%
Q1 2022+3.2%+1.3%-8.0%
Q4 2021-0.3%-1.5%+4.3%
Q3 2021-1.7%-3.1%+0.7%
Q2 2021+2.3%+1.7%-3.0%
Q1 2021+0.2%+1.9%+8.7%
Q4 2020-1.7%-0.0%+12.5%
Q3 2020-5.6%-4.0%+35.7%
Q2 2020+1.0%-0.7%-1.4%
Q1 2020+4.4%-1.3%-6.8%
Q4 2019+1.3%+1.6%-9.1%
Q3 2019+4.7%+3.6%+4.8%
Q2 2019+0.5%-1.6%-3.2%
Q1 2019+1.9%-0.5%-3.4%
Q4 2018+4.5%+5.1%+6.3%
Q3 2018+3.2%+1.7%+10.9%
Q2 2018+6.4%+5.8%+6.7%
Q1 2018-0.2%+3.3%+0.8%
Q4 2017+2.0%-1.6%-2.8%
Q3 2017+1.3%+1.9%+4.9%
Q2 2017+0.8%+2.7%-0.3%
Q1 2017-4.1%-4.7%-8.1%
Q4 2016-0.8%+0.3%+4.1%
Q3 2016-2.6%-5.7%-3.0%
Q2 2016-0.3%+2.2%+1.0%
Q1 2016+0.5%
Q4 2015+2.1%
Q3 2015+3.0%
Q2 2015-1.2%
Q1 2015+0.3%
Q4 2014-2.9%
Q3 2014+1.5%
Q2 2014-0.4%
Q1 2014-1.0%
Q4 2013+1.4%
Q3 2013-2.2%
Q2 2013-1.9%
Q1 2013-0.4%
Q4 2012-2.1%
Q3 2012-1.4%
Q2 2012-0.4%
Q1 2012-1.7%
Q4 2011-0.8%
Q3 2011-3.1%
Q2 2011+0.2%
Q1 2011+2.8%
Q4 2010+3.8%
Q3 2010+0.8%
Q2 2010+1.2%
Q1 2009-5.7%
Q1 2010-1.0%
Q4 2009+1.8%
Q4 2007+1.8%
Q3 2008-0.4%
Q3 2009-0.4%
Q2 2008+3.2%
Q2 2009+3.2%
Q4 2008+3.2%

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