NYSE$CUZ

Cousins Properties Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Cousins Properties reported solid results with strong leasing results despite a volatile macro-economic environment.

Cousins Properties reported second quarter 2022 results with net income available to common stockholders of $34.1 million, or $0.23 per share, and FFO of $104.7 million, or $0.70 per share.

  • Net income available to common stockholders was $34.1 million, or $0.23 per share, compared to $28.2 million, or $0.19 per share, for second quarter 2021.
  • Funds From Operations (FFO) was $104.7 million, or $0.70 per share, compared to $102.1 million, or $0.69 per share, for second quarter 2021.
  • Same property net operating income (NOI) on a cash-basis decreased 0.2%.
  • Executed 588,000 square feet of office leases, including 264,000 square feet of new and expansion leases, representing 45% of total leasing activity.

Headline financials

Total Revenue

$186M

Previous: $187M-0.5%
EPS (adj)

$0.70

Previous: $0.69+1.4%
Office Weighted Average Occupancy

86.9%

Previous: 90.7%-4.2%
Change in Cash-Basis Second Generation Net Rent

11.6%

No prior period
Net Effective Rent (per SF)

$23.37

No prior period
Free Cash Flow

$34.1M

Previous: $28.2M+21.0%
Net Income

$34.1M

Previous: $28.2M+21.0%
Operating Income

$123M

Previous: $123M+0.3%
Gross Profit

$123M

Previous: $123M+0.4%
Cash & Equivalents

$4.06M

Previous: $9.79M-58.6%
Total Assets

$7.38B

Previous: $6.95B+6.3%

Revenue & EPS history

Cousins Properties · Revenue · Quarterly

$186M

Q2 2022-0.5%vs Q2 2021
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 2022 earnings guidance has been updated as follows: Net income between $0.79 and $0.85 per share and FFO between $2.67 and $2.73 per share. Guidance updates are driven by increases in actual and forecast interest rates, partially offset by the Victory land gain as well as anticipated improvements in property NOI.

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 Q2 2022

Historical avgQ2 2022

+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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