NYSE$BXP

Boston Properties Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Boston Properties' corporate name changed to BXP, Inc. and reported a decrease in same property NOI

BXP, Inc. reported net income attributable to BXP, Inc. of $79.6 million, or $0.51 per diluted share, and FFO attributable to BXP, Inc. of $278.4 million, or $1.77 per diluted share. The company changed its corporate name from Boston Properties, Inc. to BXP, Inc.

  • BXP’s portfolio totals 53.5 million square feet and 186 properties.
  • The Company completed the acquisition of its joint venture partner’s 50% economic ownership interest in 901 New York Avenue
  • BXP's guidance for third quarter 2024 diluted FFO per share is $1.80 to $1.82 and full year 2024 is $7.09 to $7.15.
  • Change in BXP’s Share of Same Property Net Operating Income (NOI) (excluding termination income) decreased by 4.4%

Headline financials

Total Revenue

$850M

Previous: $817M+4.1%
EPS

$0.51

Previous: $1.86-72.6%
Capital Expenditures

-$66.8M

Previous: $0.00
Free Cash Flow

$12.8M

Previous: $104M-87.7%
Net Income

$79.6M

Previous: $104M-23.7%
Operating Income

$244M

Previous: $256M-4.7%
Gross Profit

$509M

Previous: $503M+1.0%
Cash & Equivalents

$685M

Previous: $1.58B-56.7%
Total Assets

$25.5B

Previous: $25.3B+0.5%
Stock-Based Comp

$16.3M

Previous: $15.3M+6.9%

Revenue & EPS history

Boston Properties · Revenue · Quarterly

$850M

Q2 2024+4.1%vs Q2 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 third quarter 2024 and full year 2024 for diluted earnings per common share attributable to BXP, Inc. (EPS) and diluted funds from operations (FFO) per common share attributable to BXP, Inc.

Tailwinds

  • Rental rates
  • Occupancy levels
  • Interest rates
  • The timing of the lease-up of available space
  • The timing of development cost outlays and development deliveries

Headwinds

  • Possible future gains or losses
  • The impact on operating results from other possible future property acquisitions or dispositions
  • The impacts of any other capital markets activity
  • Future write-offs or reinstatements of accounts receivable and accrued rent balances
  • 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 2024

Historical avgQ2 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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro