NYSE$BXP

Boston Properties Inc · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Boston Properties' Q4 2022 earnings reflected a net income of $121.79 million and diluted EPS of $0.78.

Boston Properties' Q4 2022 earnings showed a net income attributable to Boston Properties, Inc. of $121.79 million, or $0.78 per diluted share. The company's FFO attributable to Boston Properties, Inc. was $292.94 million, or $1.86 per diluted share. Revenue for the quarter totaled $789.82 million.

  • Net income attributable to Boston Properties, Inc. was $121.79 million.
  • Diluted EPS was $0.78.
  • FFO attributable to Boston Properties, Inc. was $292.94 million.
  • Diluted FFO per share was $1.86.

Headline financials

Total Revenue

$790M

Previous: $731M+8.0%
EPS (adj)

$1.86

Previous: $1.55+20.0%
Net Income

$156M

Previous: $185M-15.6%
Operating Income

$487M

No prior period
Gross Profit

$498M

Previous: $466M+6.7%
Cash & Equivalents

$690M

Previous: $453M+52.5%
Total Assets

$24.2B

Previous: $22.4B+8.2%
Stock-Based Comp

$7.82M

Previous: $7.76M+0.7%

Revenue & EPS history

Boston Properties · Revenue · Quarterly

$790M

Q4 2022+8%vs Q4 2021
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Revenue by segment

Boston Properties · $785M total across 4 segments · Q4 2022

  • Lease
    $739M+7.0%
  • Parking and Other
    $26.1M+13.0%
  • Hotel
    $11.1M+78.0%
  • Dev & Mgmt Services
    $8.41M+11.8%

Forward guidance

BXP’s guidance for the first 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

  • Average In-service portfolio occupancy between 88.00% and 89.50%
  • Increase in BXP’s Share of Same Property net operating income (excluding termination income) between (0.50)% and 0.50%
  • Increase in BXP’s Share of Same Property net operating income - cash (excluding termination income) between 1.00% and 2.50%
  • BXP’s Share of Non Same Properties’ incremental contribution to net operating income over prior year (excluding asset sales) between $98,000 and $108,000
  • Termination income between $3,000 and $5,000

Headwinds

  • BXP’s Share of incremental net operating income related to asset sales over prior year between $(30,000) and $(28,000)
  • BXP’s Share of straight-line rent and fair value lease revenue (non-cash revenue) between $100,000 and $120,000
  • General and administrative expense between $(164,000) and $(157,000)
  • Consolidated net interest expense between $(525,000) and $(515,000)
  • Noncontrolling interest in property partnerships’ share of FFO between $(152,000) and $(147,000)

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 Q4 2022

Historical avgQ4 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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