NYSE$CUZ

Cousins Properties Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Cousins Properties reported first quarter 2023 results with increased same property cash NOI and second generation cash rent growth.

Cousins Properties reported solid increases in same property cash NOI and second generation cash rent growth in the first quarter of 2023. The late-stage leasing pipeline has meaningfully accelerated, including opportunities at the Neuhoff development project in Nashville.

  • Net income available to common stockholders was $22.2 million, or $0.15 per share.
  • Funds From Operations (FFO) was $98.1 million, or $0.65 per share.
  • Same property net operating income (NOI) on a cash-basis increased 4.9%.
  • Second generation net rent per square foot on a cash-basis increased 6.1%.

Headline financials

Total Revenue

$203M

Previous: $187M+8.5%
EPS (adj)

$0.65

Previous: $0.67-3.0%
Office Percent Leased (period end)

90.6%

Previous: 90.0%+0.7%
Free Cash Flow

$22.2M

Previous: $28M-20.7%
Net Income

$22.2M

Previous: $28M-20.7%
Operating Income

$130M

Previous: $120M+8.8%
Gross Profit

$132M

Previous: $122M+7.8%
Cash & Equivalents

$3.59M

Previous: $7M-48.8%
Total Assets

$7.58B

Previous: $7.36B+3.0%

Revenue & EPS history

Cousins Properties · Revenue · Quarterly

$203M

Q1 2023+8.5%vs Q1 2022
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Cousins Properties · $2.51M total across 2 segments · Q2 2022

  • Fee Income
    $2.31M
  • Other Revenues
    $201K

Forward guidance

Full year 2023 earnings guidance updated as follows:

Tailwinds

  • Net income between $0.56 and $0.66 per share, updated from previous guidance of $0.57 and $0.69 per share.
  • FFO between $2.55 and $2.65 per share, up from previous guidance between $2.52 and $2.64 per share.
  • The change to FFO is primarily driven by higher parking income and anticipated termination fees.
  • Guidance does not include any operating property acquisitions, operating property dispositions, or development starts.
  • Guidance reflects management’s current plans and assumptions as of the date of this report and is subject to the risks and uncertainties more fully described in our Securities and Exchange Commission filings.

Headwinds

  • N/A
  • N/A
  • N/A
  • N/A
  • N/A

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 Q1 2023

Historical avgQ1 2023

+0.4%

Avg return

Earnings day

+0.1%

Avg return

5 days after

+0.8%

Avg return

30 days after

59%

38 / 64 earnings

Positive

+9.7%

Q1 2010

Best reaction

-6.9%

Q2 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.3%+4.0%+7.0%
Q4 2025-1.2%-10.8%-10.5%
Q3 2025+0.0%+0.7%+0.3%
Q1 2025+1.4%-0.4%+1.1%
Q4 2024+1.8%-0.7%-4.8%
Q3 2024+0.9%-1.4%+1.5%
Q2 2024+9.5%+9.3%+12.3%
Q1 2024-1.1%-0.8%-0.9%
Q4 2023+4.9%+8.7%+8.6%
Q3 2023+1.5%+1.5%+12.3%
Q2 2023+1.1%-0.8%-7.0%
Q1 2023+4.5%+0.5%-4.9%
Q4 2022+0.2%+1.2%-16.7%
Q3 2022+1.1%+0.5%+10.0%
Q2 2022+2.0%-0.9%-7.8%
Q1 2022-4.5%-4.3%-7.6%
Q4 2021-1.9%-1.9%+2.6%
Q3 2021+0.7%-0.5%-2.0%
Q2 2021+0.4%-0.8%-1.3%
Q1 2021+0.4%+1.0%+1.6%
Q4 2020-0.9%+0.6%+6.9%
Q3 2020+0.0%+2.4%+33.5%
Q2 2020+0.5%+1.6%-0.9%
Q1 2020-6.4%-8.8%+0.1%
Q4 2019-0.5%+0.8%-10.5%
Q3 2019+4.4%+4.1%+6.1%
Q2 2019-3.6%-2.8%-7.6%
Q1 2019+0.7%+0.9%-2.7%
Q4 2018+3.4%+2.9%+7.7%
Q3 2018+2.5%+2.1%+0.1%
Q2 2018+0.8%-1.7%-0.4%
Q1 2018+1.1%+4.2%+7.0%
Q4 2017-1.8%-0.2%+1.7%
Q3 2017-1.3%-1.8%-1.6%
Q2 2017+1.6%+5.9%+4.2%
Q1 2017+0.4%+0.1%+0.8%
Q4 2016-0.9%+0.2%-6.9%
Q3 2016-5.8%-7.1%+1.0%
Q2 2016-3.2%-1.6%-0.7%
Q1 2016-1.3%
Q4 2015-2.1%
Q3 2015+2.6%
Q2 2015+4.6%
Q1 2015+3.6%
Q4 2014+3.5%
Q3 2014-0.1%
Q2 2014-2.5%
Q1 2014+0.8%
Q4 2013+2.1%
Q3 2013+2.1%
Q2 2013-3.5%
Q1 2013-2.5%
Q4 2012+1.9%
Q3 2012+1.7%
Q2 2012+1.3%
Q1 2012-1.7%
Q4 2011-3.1%
Q3 2011+8.6%
Q2 2011-6.9%
Q1 2011-2.7%
Q4 2010-1.2%
Q3 2010-0.8%
Q2 2010-1.3%
Q1 2010+9.7%

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