NYSE$CTRE

CareTrust REIT Inc · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Reported operating results for the quarter ended September 30, 2021.

CareTrust REIT reported a net income of $11.9 million, or $0.12 per share, normalized FFO of $36.7 million, and normalized FAD of $39.0 million for the quarter ended September 30, 2021. The company collected 96.2% of contractual rents and declared a quarterly dividend of $0.265 per share.

  • 96.2% of contractual rents collected.
  • Net income of $11.9 million and net income per share of $0.12.
  • Normalized FFO of $36.7 million, a 13.0% increase over the prior year, and normalized FFO per share of $0.38.
  • A quarterly dividend of $0.265 per share, representing a payout ratio of approximately 66% on normalized FAD.

Headline financials

Total Revenue

$48.6M

Previous: $45.7M+6.4%
EPS (adj)

$0.38

Previous: $0.34+11.8%
Net Debt to Annualized Normalized Run Rate EBITDA

3.7

Previous: 3.1+19.4%
Quarterly dividend per common share

$0.27

Previous: $0.25+6.0%
Capital Expenditures

-$183M

Previous: -$48.8M-276.0%
Free Cash Flow

-$172M

Previous: -$27.2M-529.7%
Net Income

$11.9M

Previous: $21.6M-44.7%
Operating Income

$29.4M

Previous: $29M+1.4%
Gross Profit

$48.6M

Previous: $45.1M+7.7%
Cash & Equivalents

$17.7M

Previous: $19.1M-7.3%
Total Assets

$1.64B

Previous: $1.45B+13.1%

Revenue & EPS history

CareTrust REIT · Revenue · Quarterly

$48.6M

Q3 2021+6.4%vs Q3 2020
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Forward guidance

CareTrust updated its annual guidance for 2021, on a per-diluted weighted-average common share basis, increasing net income on the low end to approximately $0.80 to $0.81, and increasing normalized FFO to approximately $1.49 to $1.50 and normalized FAD to approximately $1.58 to $1.59.

Tailwinds

  • All investments, dispositions and loan repayments made to date are included.
  • No new acquisitions, dispositions, new loans or loan repayments beyond those completed or announced to date are assumed.
  • No new debt incurrences or new equity issuances are assumed.
  • Estimated 2.00% CPI-based rent escalators under CareTrust's long-term net leases are included.
  • All contractual cash rents are assumed to be paid by the end of the year.

Headwinds

  • Material changes in economic and other factors related to the COVID-19 pandemic could alter the outlook.
  • The government’s responses thereto could impact the outlook.
  • The resulting impact on our tenants’ abilities to timely pay rent could alter the outlook.
  • Ongoing effects of the global pandemic.
  • Operating headwinds still facing the Company’s tenants, especially assisted living providers that have received little to no government financial support to date.

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

+0.5%

Avg return

Earnings day

+1.5%

Avg return

5 days after

+3.1%

Avg return

30 days after

58%

30 / 52 earnings

Positive

+11.7%

Q1 2020

Best reaction

-9.4%

Q4 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.7%+7.5%-3.9%
Q4 2025-0.3%+0.0%-0.3%
Q3 2025-1.2%+1.4%+4.7%
Q1 2025+0.8%+1.4%+1.5%
Q4 2024+3.7%+1.5%+11.1%
Q3 2024+4.8%+3.4%-4.5%
Q2 2024+1.6%+1.6%+10.8%
Q1 2024+0.2%-0.2%+2.6%
Q4 2023+9.0%+9.3%+12.7%
Q3 2023+3.5%+7.0%+5.2%
Q2 2023+0.3%+0.8%+0.3%
Q1 2023+1.7%+1.5%+0.6%
Q4 2022-0.6%+0.3%-6.6%
Q3 2022-1.9%+3.4%+5.2%
Q2 2022-1.2%+2.3%-0.6%
Q1 2022-0.5%-4.8%+5.6%
Q4 2021-6.3%-6.9%-3.7%
Q3 2021+0.1%-1.6%+7.3%
Q2 2021+2.7%-1.1%-2.0%
Q1 2021+2.9%+1.6%+3.4%
Q4 2020+0.1%-0.7%+3.0%
Q3 2020+0.9%+9.1%+16.3%
Q2 2020+4.0%+5.1%+7.7%
Q1 2020+11.7%+8.5%+27.5%
Q4 2019+2.2%+0.7%-44.8%
Q3 2019-8.6%-12.2%-4.7%
Q2 2019-0.7%-0.5%+6.4%
Q1 2019-1.5%+0.6%-1.9%
Q4 2018+1.4%+2.6%+9.2%
Q3 2018+8.1%+10.5%+12.9%
Q2 2018+0.7%+5.6%+9.1%
Q1 2018+7.6%+7.0%+18.1%
Q4 2017-9.4%-9.6%-8.3%
Q3 2017-4.4%-4.7%-9.8%
Q2 2017+0.5%-0.7%+6.3%
Q1 2017-3.0%-0.8%+8.0%
Q4 2016+2.3%+2.0%-1.5%
Q3 2016-3.6%+0.6%+6.7%
Q2 2016+4.4%+5.9%+11.2%
Q1 2016-0.7%
Q4 2015+2.4%
Q3 2015-5.4%
Q2 2015-8.4%
Q1 2014+7.6%
Q1 2015+7.6%
Q4 2014-2.6%
Q1 2013+1.6%
Q3 2014+7.5%
Q3 2013+7.5%
Q2 2014-6.8%
Q4 2013-6.8%
Q2 2013-6.8%
Q4 2012
Q3 2012

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