NYSE$ESS

Essex Property Trust Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Net income decreased while core FFO increased, driven by solid performance in West Coast markets.

Essex Property Trust announced strong Q3 2022 results, with Core FFO per share exceeding guidance and same-property revenue and NOI growth driven by the ongoing recovery in its West Coast markets.

  • Net Income per diluted share for the third quarter of 2022 was $1.43, compared to $1.82 in the third quarter of 2021.
  • Core FFO per diluted share reached $3.69, an 18.3% increase compared to the third quarter of 2021, surpassing the guidance midpoint by $0.04.
  • Same-property revenues and NOI increased by 11.4% and 15.4%, respectively, compared to the third quarter of 2021.
  • The Company committed $65.4 million in five structured finance investments with a weighted average return of 9.9%.

Headline financials

Total Revenue

$410M

Previous: $363M+12.9%
EPS (adj)

$3.69

Previous: $3.12+18.3%
FFO

$232M

Previous: $225M+3.1%
Apartment Homes

62.7K

Previous: 61.4K+2.1%
Capital Expenditures

-$44.5M

Previous: -$151M+70.5%
Free Cash Flow

$54.2M

Previous: -$25.8M+309.6%
Net Income

$98.7M

Previous: $125M-21.0%
Operating Income

$129M

Previous: $138M-6.8%
Gross Profit

$336M

Previous: $293M+14.6%
Cash & Equivalents

$42.7M

Previous: $49.9M-14.4%
Total Assets

$12.6B

Previous: $12.8B-1.3%
Stock-Based Comp

$1.8M

Previous: $1.62M+11.0%

Revenue & EPS history

Essex Property Trust · Revenue · Quarterly

$410M

Q3 2022+12.9%vs Q3 2021
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

For the fourth quarter of 2022, the Company has established a range for Core FFO per diluted share of $3.67 to $3.77.

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 2022

Historical avgQ3 2022

+0.3%

Avg return

Earnings day

+1.0%

Avg return

5 days after

+2.1%

Avg return

30 days after

52%

35 / 67 earnings

Positive

+6.9%

Q2 2016

Best reaction

-6.3%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.9%-1.2%+1.9%
Q4 2025-0.4%+3.9%+1.0%
Q3 2025+1.2%+3.8%+6.7%
Q1 2025+1.5%+4.8%+3.2%
Q4 2024+3.0%+1.4%+5.1%
Q3 2024-1.9%-7.6%+4.4%
Q2 2024-2.7%-1.5%+4.2%
Q1 2024-1.0%+0.9%+3.1%
Q4 2023-0.6%-0.2%+5.3%
Q3 2023-1.8%+1.7%+2.1%
Q2 2023-0.9%+1.9%-0.9%
Q1 2023+6.7%+5.4%+2.1%
Q4 2022+3.8%+3.2%-0.0%
Q3 2022-6.3%-6.0%-10.1%
Q2 2022+1.3%+4.6%+3.6%
Q1 2022-1.8%-5.4%-18.7%
Q4 2021-0.5%-2.5%+2.6%
Q3 2021+2.1%+1.5%+6.7%
Q2 2021-0.9%-1.0%-3.1%
Q1 2021-3.3%-2.1%-1.8%
Q4 2020+4.0%+4.5%+6.7%
Q3 2020+1.1%+11.1%+28.0%
Q2 2020-2.9%+1.1%+0.1%
Q1 2020+1.9%-0.7%+7.4%
Q4 2019+1.2%+1.0%-8.1%
Q3 2019-1.4%-2.3%-6.1%
Q2 2019+1.0%+4.1%+6.6%
Q1 2019+0.5%+0.3%+5.1%
Q4 2018+0.9%+2.1%+3.8%
Q3 2018+3.1%-0.0%+5.0%
Q2 2018-2.6%+1.0%+2.4%
Q1 2018-1.0%+0.3%-1.0%
Q4 2017-0.2%+4.1%+8.5%
Q3 2017-3.3%-3.3%-5.9%
Q2 2017-0.9%-1.5%-0.6%
Q1 2017+1.4%+3.1%+6.3%
Q4 2016+0.6%+1.0%+4.0%
Q3 2016+0.9%+2.8%+2.6%
Q2 2016+6.9%+5.8%+1.5%
Q1 2016-1.9%
Q4 2015-3.7%
Q3 2015-1.2%
Q2 2015+1.1%
Q1 2015+2.2%
Q4 2014+0.9%
Q3 2014+3.0%
Q2 2014-0.6%
Q1 2014+2.0%
Q4 2013+3.6%
Q3 2013-0.8%
Q2 2013-1.9%
Q1 2013-1.4%
Q4 2012+0.6%
Q3 2012-1.1%
Q2 2012-0.7%
Q1 2012+1.3%
Q4 2011-1.8%
Q3 2011+0.4%
Q2 2011+3.4%
Q1 2010+2.8%
Q1 2011+2.4%
Q4 2010+5.3%
Q4 2008+5.3%
Q3 2009-2.7%
Q3 2010-2.7%
Q2 2009+0.8%
Q2 2010+0.8%

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