NYSE$BXP

Boston Properties Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Boston Properties' performance was solid, marked by increased revenue and FFO.

Boston Properties reported a net income attributable to Boston Properties, Inc. of $104.3 million, or $0.66 per diluted share, and FFO attributable to Boston Properties, Inc. of $292.8 million, or $1.86 per diluted share for the quarter ended June 30, 2023.

  • Total revenue increased to $817.2 million.
  • Net income attributable to Boston Properties, Inc. was $104.3 million.
  • FFO attributable to Boston Properties, Inc. reached $292.8 million.
  • Diluted FFO per share was $1.86.

Headline financials

Total Revenue

$817M

Previous: $774M+5.6%
EPS (adj)

$1.86

Previous: $1.94-4.1%
Capital Expenditures

$0.00

Previous: -$728M+100.0%
Free Cash Flow

$104M

Previous: -$505M+120.7%
Net Income

$104M

Previous: $223M-53.2%
Operating Income

$256M

Previous: $362M-29.2%
Gross Profit

$503M

Previous: $484M+4.0%
Cash & Equivalents

$1.58B

Previous: $456M+246.5%
Total Assets

$25.3B

Previous: $23.3B+8.9%
Stock-Based Comp

$15.3M

Previous: $15M+2.0%

Revenue & EPS history

Boston Properties · Revenue · Quarterly

$817M

Q2 2023+5.6%vs Q2 2022
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Revenue by segment

Boston Properties · $812M total across 4 segments · Q2 2023

  • Lease
    $762M+5.5%
  • Parking and Other
    $26.1M-1.6%
  • Hotel
    $14M+15.6%
  • Dev & Mgmt Services
    $9.86M+55.1%

Forward guidance

BXP’s guidance for the third quarter 2023 and full year 2023 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

  • EPS (diluted) is projected to be between $0.63 and $0.65 for the third quarter of 2023.
  • EPS (diluted) is projected to be between $2.42 and $2.47 for the full year 2023.
  • FFO per share (diluted) is projected to be between $1.83 and $1.85 for the third quarter of 2023.
  • FFO per share (diluted) is projected to be between $7.24 and $7.29 for the full year 2023.
  • Average In-service portfolio occupancy is expected to be between 88.00% and 89.50% for the full year 2023.

Headwinds

  • BXP’s Share of incremental net operating income related to asset sales over prior year for full year 2023 is projected to be between $(30,000) and $(28,000).
  • General and administrative expense for full year 2023 is projected to be between $(164,000) and $(157,000).
  • Consolidated net interest expense for full year 2023 is projected to be between $(515,000) and $(505,000).
  • Noncontrolling interest in property partnerships’ share of FFO for full year 2023 is projected to be between $(154,000) and $(151,000).
  • The estimates do not include (1) possible future gains or losses or the impact on operating results from other possible future property acquisitions or dispositions, (2) the impacts of any other capital markets activity, (3) future write-offs or reinstatements of accounts receivable and accrued rent balances, or (4) future impairment charges.

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 Q2 2023

Historical avgQ2 2023

-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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