NYSE$BXP

Boston Properties Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Boston Properties' financial performance reflected a net income of $83.6 million and FFO of $286.9 million.

Boston Properties reported a net income attributable to BXP, Inc. of $83.6 million, or $0.53 per diluted share, and FFO attributable to BXP, Inc. of $286.9 million, or $1.81 per diluted share for the quarter ended September 30, 2024.

  • Total revenue was $859.2 million.
  • Net income attributable to BXP, Inc. was $83.6 million, or $0.53 per diluted share.
  • FFO attributable to BXP, Inc. was $286.9 million, or $1.81 per diluted share.
  • The Company completed the acquisition of its joint venture partner’s 50% economic ownership interest in 901 New York Avenue.

Headline financials

Total Revenue

$859M

Previous: $824M+4.2%
EPS (adj)

$1.81

Previous: $1.86-2.7%
Capital Expenditures

-$118M

Previous: $0.00
Free Cash Flow

-$34.8M

Previous: -$112M+68.9%
Net Income

$83.6M

Previous: -$112M+174.8%
Operating Income

$254M

Previous: $263M-3.2%
Gross Profit

$511M

Previous: $502M+1.8%
Cash & Equivalents

$1.42B

Previous: $930M+52.7%
Total Assets

$26.4B

Previous: $24.7B+6.7%
Stock-Based Comp

$4.37M

Previous: $5.18M-15.7%

Revenue & EPS history

Boston Properties · Revenue · Quarterly

$859M

Q3 2024+4.2%vs Q3 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 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. is set forth and reconciled below.

Tailwinds

  • Average In-service portfolio occupancy between 87.00% and 88.20%
  • BXP’s Share of Non Same Properties’ incremental contribution to net operating income over prior year (excluding asset sales) between $75,000 and $82,000
  • BXP’s Share of straight-line rent and fair value lease revenue (non-cash revenue) between $110,000 and $120,000
  • Termination income between $15,000 and $16,000
  • Development, management services and other revenue between $25,000 and $27,000

Headwinds

  • Projected EPS (diluted) between $2.05 and $2.07
  • Projected FFO per share (diluted) between $7.09 and $7.11
  • Decrease in BXP’s Share of Same Property net operating income (excluding termination income) between (3.00)% and (1.50)%
  • Decrease in BXP’s Share of Same Property net operating income - cash (excluding termination income) between (3.00)% and (1.50)%
  • BXP’s Share of incremental net operating income related to asset sales over prior year $(6,000)

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 2024

Historical avgQ3 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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