NYSE$BXP

Boston Properties Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Reported a net loss due to impairment charges related to unconsolidated joint ventures.

Boston Properties reported a net loss attributable to BXP, Inc. of $(230.0) million, or $(1.45) per diluted share, primarily due to impairment charges totaling approximately $341.3 million related to the Company’s investments in three unconsolidated joint ventures. Diluted FFO per share was $1.79.

  • Net loss attributable to BXP, Inc. was $(230.0) million, or $(1.45) per diluted share.
  • Diluted FFO per share was $1.79.
  • Revenue was $858.6 million.
  • Occupancy % of In-Service Properties was 87.5%.

Headline financials

Total Revenue

$859M

Previous: $829M+3.6%
EPS (adj)

$1.79

Previous: $1.82-1.6%
Portfolio Occupancy

87.5%

No prior period
Net Income

-$230M

Previous: $153M-250.2%
Operating Income

$512M

No prior period

Revenue & EPS history

Boston Properties · Revenue · Quarterly

$859M

Q4 2024+3.6%vs Q4 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 first quarter and full year 2025 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

  • Projected EPS (diluted) for First Quarter 2025: $0.33 - $0.35
  • Projected FFO per share (diluted) for First Quarter 2025: $1.63 - $1.65
  • Projected EPS (diluted) for Full Year 2025: $1.57 - $1.75
  • Projected FFO per share (diluted) for Full Year 2025: $6.77 - $6.95
  • Average In-service portfolio occupancy for Full Year 2025: 86.50% - 88.00%

Headwinds

  • Change in BXP’s Share of Same Property net operating income (excluding termination income) for Full Year 2025: (1.00)% - 0.50%
  • Change in BXP’s Share of Same Property net operating income - cash (excluding termination income) for Full Year 2025: 0% - 1.50%
  • Taking Buildings Out-of-Service for Full Year 2025: $(11,300)
  • Consolidated net interest expense for Full Year 2025: $(625,000) - $(610,000)
  • Unconsolidated joint venture interest expense for Full Year 2025: $(80,000) - $(75,000)

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 2024

Historical avgQ4 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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