NYSE$BXP

Boston Properties Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Boston Properties' performance remained strong, driven by robust leasing activity and property sales.

Boston Properties reported a strong Q3 2022, with a net income of $360.977 million and revenue of $790.523 million. The company benefited from gains on sales of real estate and solid performance across its key markets.

  • Net income attributable to Boston Properties, Inc. was $360.977 million, or $2.29 per diluted share.
  • FFO attributable to Boston Properties, Inc. was $299.751 million, or $1.91 per diluted share.
  • Revenue reached $790.523 million, driven by lease income.
  • Same Property NOI increased by 3.2% (excluding termination income).

Headline financials

Total Revenue

$791M

Previous: $730M+8.3%
EPS (adj)

$1.91

Previous: $1.73+10.4%
Capital Expenditures

-$1.32B

Previous: -$219M-503.7%
Free Cash Flow

-$959M

Previous: -$110M-769.1%
Net Income

$361M

Previous: $108M+233.3%
Operating Income

$451M

Previous: $250M+80.9%
Gross Profit

$489M

Previous: $459M+6.6%
Cash & Equivalents

$376M

Previous: $1B-62.5%
Total Assets

$23.7B

Previous: $22.8B+3.8%
Stock-Based Comp

$8.01M

Previous: $8.73M-8.2%

Revenue & EPS history

Boston Properties · Revenue · Quarterly

$791M

Q3 2022+8.3%vs Q3 2021
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Revenue by segment

Boston Properties · $785M total across 4 segments · Q3 2022

  • Lease
    $739M+6.8%
  • Parking and Other
    $26.3M+23.5%
  • Hotel
    $11.7M+126.4%
  • Dev & Mgmt Services
    $7.47M+22.5%

Forward guidance

BXP provides guidance for full year 2022 and 2023 for EPS and FFO per share.

Tailwinds

  • Average In-service portfolio occupancy for 2022 is expected to be between 88.50% and 89.50%.
  • Average In-service portfolio occupancy for 2023 is expected to be between 88.00% and 89.50%.
  • Increase in BXP’s Share of Same Property net operating income (excluding termination income) for 2022 is expected to be between 3.50% and 4.00%.
  • Increase in BXP’s Share of Same Property net operating income - cash (excluding termination income) for 2022 is expected to be between 5.75% and 6.25%.
  • Development, management services and other revenue for 2022 is expected to be between $33 million and $36 million.

Headwinds

  • Projected EPS (diluted) for 2023 is expected to be between $2.27 and $2.42, lower than 2022.
  • Projected FFO per share (diluted) for 2023 is expected to be between $7.15 and $7.30, lower than 2022.
  • Increase in BXP’s Share of Same Property net operating income (excluding termination income) for 2023 is expected to be between -0.50% and 0.50%.
  • Increase in BXP’s Share of Same Property net operating income - cash (excluding termination income) for 2023 is expected to be between 1.00% and 2.50%.
  • General and administrative expense for 2023 is expected to be between $(164) million and $(157) million.

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 2022

Historical avgQ3 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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