NYSE$CUZ

Cousins Properties Inc · Q4 2019 earnings

Q4 2019 earnings · · Investor relations

Briefing

Reported solid operating results, highlighted by same property NOI growth and an increase in second generation rents. Earnings exceeded expectations except for an increase in G&A expenses attributable to strong share price performance.

Cousins Properties reported solid fourth-quarter operating results, including 6% same property NOI growth and a 12.6% increase in second-generation rents. Net income available to common stockholders was $117.1 million, or $0.80 per share, and FFO was $106.2 million, or $0.72 per share.

  • Net income per share was $0.80; net income per share was $0.81 before TIER transaction costs.
  • Funds from operations per share was $0.73 before TIER transaction costs.
  • Same property net operating income on a cash basis increased 6.0%.
  • Second generation net rent per square foot on a cash basis increased 12.6%.

Headline financials

Total Revenue

$194M

Previous: $123M+58.5%
EPS (adj)

$0.73

Previous: $0.68+7.4%
Office Percent Leased (period end)

94.6%

No prior period
Office Weighted Average Occupancy

91.1%

No prior period
Change in Cash-Basis Same Property NOI

6.0%

No prior period
Change in Cash-Basis Second Generation Net Rent

12.6%

No prior period
Net Income

$119M

No prior period
Operating Income

$96.4M

Previous: $31.7M+204.0%
Gross Profit

$128M

Previous: $80.5M+59.2%
Cash & Equivalents

$15.6M

Previous: $2.55M+512.6%
Total Assets

$7.15B

Previous: $4.15B+72.5%

Revenue & EPS history

Cousins Properties · Revenue · Quarterly

$194M

Q4 2019+58.5%vs Q4 2018
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Revenue by segment

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

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

Forward guidance

The Company has raised its 2020 FFO guidance to $2.72 to $2.86 per share from $2.71 to $2.85 per share. The Company leaves unchanged the previously provided assumptions of its 2020 guidance, except for the following updates:

Tailwinds

  • General and administrative expenses of $32 million to $34 million, net of capitalized salaries, down from the previous range of $33 million to $35 million.
  • Interest and other expenses, net of capitalized interest, of $68 million to $70 million, down from the previous range of $69 million to $71 million, due to an increase in capitalized interest on projects under development.
  • Gain on land sales of $1.4 million, due to the redemption of the remainder of the Wildwood Associates joint venture land occurring in the first quarter of 2020 instead of the fourth quarter of 2019.
  • Sale of Woodcrest in the first quarter of 2020 instead of the fourth quarter of 2019.
  • Sale of interest in Gateway Village joint venture at the end of the first quarter of 2020.

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 2019

Historical avgQ4 2019

+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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro