NYSE$BXP

Boston Properties Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Boston Properties' financial results for Q1 2024 were reported.

Boston Properties reported a net income attributable to the company of $79.88 million, with diluted EPS of $0.51. The diluted FFO per share was $1.73. The company's share of same property NOI decreased by 1.9% excluding termination income.

  • Net income attributable to Boston Properties, Inc. was $79.88 million.
  • Diluted FFO per share was $1.73.
  • Revenue was $839.44 million.
  • The company completed the acquisition of its joint venture partner’s 50% economic ownership interest in 901 New York Avenue.

Headline financials

Total Revenue

$839M

Previous: $803M+4.5%
EPS

$0.51

Previous: $1.73-70.5%
Capital Expenditures

-$32.1M

Previous: $0.00
Free Cash Flow

$47.8M

Previous: $77.9M-38.6%
Net Income

$79.9M

Previous: $77.9M+2.6%
Operating Income

$226M

Previous: $226M+0.2%
Gross Profit

$509M

Previous: $491M+3.6%
Stock-Based Comp

$18.9M

Previous: $26.3M-28.1%

Revenue & EPS history

Boston Properties · Revenue · Quarterly

$839M

Q1 2024+4.5%vs Q1 2023
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Revenue by segment

Boston Properties · $820M total across 4 segments · Q3 2023

  • Lease
    $767M+3.8%
  • Parking and Other
    $29.6M+12.9%
  • Hotel
    $13.5M+14.8%
  • Dev & Mgmt Services
    $9.28M+24.4%

Forward guidance

BXP's guidance for the second quarter and full year 2024 reflects management’s view of current and future market conditions, including assumptions with respect to rental rates, occupancy levels, and interest rates.

Tailwinds

  • Estimates reflect management's view of current and future market conditions.
  • Includes assumptions with respect to rental rates.
  • Includes assumptions with respect to occupancy levels.
  • Includes assumptions with respect to interest rates.
  • Includes assumptions with respect to the timing of the lease-up of available space.

Headwinds

  • Estimates do not include possible future gains or losses from property acquisitions or dispositions.
  • Estimates do not include the impacts of any other capital markets activity.
  • Estimates do not include future write-offs or reinstatements of accounts receivable and accrued rent balances.
  • Estimates do not include future impairment charges.
  • EPS estimates may be subject to fluctuations as a result of several factors.

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 2024

Historical avgQ1 2024

-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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