NYSE$EGP

EastGroup Properties Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

EastGroup Properties reported solid performance in Q3 2024, with increased EPS and FFO.

EastGroup Properties announced its Q3 2024 results, highlighting an increase in net income attributable to common stockholders to $1.13 per diluted share, compared to $1.07 in Q3 2023. FFO excluding gains on involuntary conversion and business interruption claims increased by 9.2% to $2.13 per share. The operating portfolio was 96.9% leased and 96.5% occupied. Rental rates on new and renewal leases increased an average of 50.9% on a straight-line basis.

  • Net income attributable to common stockholders was $1.13 per diluted share, up from $1.07 in Q3 2023.
  • FFO excluding gains on involuntary conversion and business interruption claims increased 9.2% to $2.13 per share.
  • Same Property Net Operating Income excluding income from lease terminations increased 5.5% on a straight-line basis.
  • Rental rates on new and renewal leases increased an average of 50.9% on a straight-line basis.

Headline financials

Total Revenue

$163M

Previous: $147M+11.2%
EPS

$1.13

Previous: $1.95-42.1%
Operating Portfolio Leased Percentage

96.7%

Previous: 98.5%-1.8%
Operating Portfolio Occupancy Percentage

96.7%

Previous: 97.7%-1.0%
Average Occupancy of Operating Portfolio

96.7%

No prior period
Capital Expenditures

-$374M

Previous: -$417M+10.3%
Free Cash Flow

-$319M

Previous: -$368M+13.4%
Net Income

$55.2M

Previous: $48.9M+12.8%
Operating Income

$64.5M

Previous: $105M-38.3%
Gross Profit

$119M

Previous: $106M+12.0%
Cash & Equivalents

$17M

Previous: $374K+4434.0%
Total Assets

$4.75B

Previous: $4.35B+9.2%

Revenue & EPS history

EastGroup · Revenue · Quarterly

$163M

Q3 2024+11.2%vs Q3 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

EastGroup Properties estimates EPS for 2024 to be in the range of $4.64 to $4.68 and FFO per share to be in the range of $8.33 to $8.37.

Tailwinds

  • FFO per share is projected to increase over the prior year.
  • Same PNOI growth is expected on a cash basis.
  • Average month-end occupancy is anticipated to remain high.
  • Significant capital proceeds are expected.
  • The company anticipates continued development starts.

Headwinds

  • The projections are based on management's current beliefs and assumptions.
  • There are known and unknown risks and uncertainties associated with these projections.
  • Uncollectible rent reserves are anticipated.
  • Potential gains on dispositions are not included in the projections.
  • The company assumes no obligation to update publicly any forward-looking statements.

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 2024

Historical avgQ3 2024

-0.2%

Avg return

Earnings day

+0.3%

Avg return

5 days after

+0.9%

Avg return

30 days after

55%

38 / 69 earnings

Positive

+7.8%

Q2 2020

Best reaction

-12.4%

Q1 2010

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.2%+0.7%+2.1%
Q4 2025+2.9%+4.9%+2.7%
Q3 2025-1.0%-3.0%+0.2%
Q2 2025+0.6%+1.9%+3.1%
Q1 2025+1.6%+1.6%+2.7%
Q4 2024+1.5%+4.0%+7.2%
Q3 2024-0.9%-2.1%-4.6%
Q2 2024-3.1%-2.2%-3.0%
Q1 2024-3.3%-4.5%-1.5%
Q4 2023+2.1%+2.3%+0.0%
Q3 2023+1.8%+1.6%+11.1%
Q2 2023-0.7%-5.4%-4.5%
Q1 2023-2.2%+0.2%-3.9%
Q4 2022-0.8%-2.5%-5.5%
Q3 2022+5.3%+8.2%+8.2%
Q2 2022-0.5%+3.4%+4.4%
Q1 2022-1.8%-8.9%-23.2%
Q4 2021+2.9%-1.9%-3.1%
Q3 2021+1.6%+2.7%+8.9%
Q2 2021-0.0%+0.2%-2.7%
Q1 2021+0.7%+1.5%+0.4%
Q4 2020-0.6%+0.2%-4.4%
Q3 2020-2.0%-1.9%+1.7%
Q2 2020+7.8%+6.9%+9.2%
Q1 2020-7.9%-5.5%+4.7%
Q4 2019+0.6%+2.0%-4.3%
Q3 2019+4.4%+3.9%+3.2%
Q2 2019+1.6%+2.6%+3.4%
Q1 2019+0.8%+2.0%+2.4%
Q4 2018+0.9%+1.8%+0.9%
Q3 2018+2.1%+1.9%+6.8%
Q2 2018-2.2%-2.8%+4.4%
Q1 2018-0.5%+0.7%+5.3%
Q4 2017+1.8%-3.2%-4.4%
Q3 2017-0.8%-3.0%+1.1%
Q2 2017+2.7%+2.4%+2.1%
Q1 2017+1.4%+1.2%+3.1%
Q4 2016-2.3%-0.7%+4.8%
Q3 2016-0.0%+0.5%-4.8%
Q2 2016-0.7%+0.1%+1.0%
Q1 2016-3.4%
Q4 2015-2.8%
Q3 2015+0.7%
Q2 2015+0.4%
Q1 2015-1.4%
Q4 2014-2.6%
Q3 2014+0.5%
Q2 2014-0.9%
Q1 2014+0.5%
Q4 2013-1.4%
Q3 2013+2.4%
Q2 2013+3.4%
Q1 2013+0.5%
Q4 2012+0.3%
Q3 2012-1.4%
Q2 2012-3.4%
Q1 2012+0.9%
Q4 2008+0.8%
Q4 2011+0.8%
Q3 2011-1.2%
Q2 2011-12.4%
Q1 2010-12.4%
Q1 2011+0.7%
Q4 2010+0.5%
Q3 2010+0.2%
Q3 2009+0.2%
Q2 2009+1.1%
Q4 2009+1.1%
Q2 2010+1.1%

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