NYSE$BXP

Boston Properties Inc · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Boston Properties' performance reflected growth in revenue and FFO, driven by strong leasing activity and occupancy rates.

Boston Properties reported a net income of $108.3 million, or $0.69 per diluted share. FFO reached $270.5 million, or $1.73 per diluted share. The company's in-service properties maintained a strong occupancy rate of 88.4%.

  • Net income attributable to Boston Properties, Inc. was $108.3 million, or $0.69 per diluted share.
  • FFO attributable to Boston Properties, Inc. was $270.5 million, or $1.73 per diluted share.
  • Revenue reached $730.1 million.
  • In-service properties maintained an occupancy rate of 88.4%.

Headline financials

Total Revenue

$730M

Previous: $693M+5.3%
EPS (adj)

$1.73

Previous: $1.57+10.2%
Capital Expenditures

-$219M

Previous: -$136M-61.2%
Free Cash Flow

-$110M

Previous: -$43.2M-155.4%
Net Income

$108M

Previous: $92.5M+17.1%
Operating Income

$250M

Previous: $227M+9.9%
Gross Profit

$459M

Previous: $422M+8.8%
Cash & Equivalents

$1B

Previous: $1.71B-41.5%
Total Assets

$22.8B

Previous: $23B-0.5%
Stock-Based Comp

$8.73M

Previous: $8.25M+5.8%

Revenue & EPS history

Boston Properties · Revenue · Quarterly

$730M

Q3 2021+5.3%vs Q3 2020
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Boston Properties · $725M total across 4 segments · Q3 2021

  • Lease
    $692M+3.8%
  • Parking and Other
    $21.3M+30.3%
  • Dev & Mgmt Services
    $6.09M-16.3%
  • Hotel
    $5.19M+5665.6%

Forward guidance

The Company’s guidance for the full year 2021 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

  • Average In-service portfolio occupancy for 2021: 88.00% - 89.00%
  • Increase in BXP’s Share of Same Property net operating income (excluding termination income) for 2021: 5.00% - 6.00%
  • Increase in BXP’s Share of Same Property net operating income - cash (excluding termination income) for 2021: 4.00% - 5.00%
  • BXP’s Share of Non Same Properties’ incremental contribution to net operating income over prior year (excluding asset sales) for 2021: $26,000 - $28,000
  • Development and management services revenue for 2021: $25,000 - $26,000

Headwinds

  • BXP’s Share of incremental net operating income related to asset sales over prior year for 2021: $(15,000) - $(13,000)
  • BXP’s Share of straight-line rent and fair value lease revenue (non-cash revenue) for 2021: $115,000 - $120,000
  • Termination income for 2021: $12,000 - $13,000
  • General and administrative expense for 2021: $(148,000) - $(147,000)
  • Net interest expense for 2021: $(469,000) - $(466,000)

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 Q3 2021

Historical avgQ3 2021

-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