NYSE$CUZ

Cousins Properties Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Cousins Properties reported second quarter 2023 results, raising full year 2023 FFO guidance.

Cousins Properties reported strong second quarter results driven by customers returning to in-person work. The company's late-stage leasing pipeline remains encouraging. Full year 2023 FFO guidance was raised.

  • Net income available to common stockholders was $22.6 million, or $0.15 per share.
  • Funds From Operations (FFO) was $103.0 million, or $0.68 per share.
  • Same property net operating income (NOI) on a cash-basis increased 3.7%.
  • Executed 435,000 square feet of office leases, including 343,000 square feet of new and expansion leases.

Headline financials

Total Revenue

$204M

Previous: $186M+10.0%
EPS (adj)

$0.68

Previous: $0.70-2.9%
Net Leased during the Period (SF, in thousands)

435.5K

No prior period
Free Cash Flow

$22.6M

Previous: $34.1M-33.6%
Net Income

$22.6M

Previous: $34.1M-33.6%
Operating Income

$132M

Previous: $123M+7.1%
Gross Profit

$137M

Previous: $123M+11.1%
Cash & Equivalents

$8.03M

Previous: $4.06M+98.0%
Total Assets

$7.6B

Previous: $7.38B+2.9%

Revenue & EPS history

Cousins Properties · Revenue · Quarterly

$204M

Q2 2023+10%vs Q2 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.

Tailwinds

  • Net income between $0.53 and $0.61 per share.
  • FFO between $2.57 and $2.65 per share, up from previous guidance between $2.55 and $2.65 per share.
  • The change to FFO is primarily driven by an assumed effective termination date of September 30, 2023 for SVB Financial (previously assumed to be June 30, 2023) and higher parking income.
  • 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

  • Actual results could differ materially from this guidance.
  • The availability and terms of capital
  • The ability to refinance or repay indebtedness as it matures
  • The failure of purchase, sale, or other contracts to ultimately close
  • The failure to achieve anticipated benefits from acquisitions, investments, or dispositions

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 2023

Historical avgQ2 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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