NYSE$FCPT

Four Corners Property Trust · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported strong performance with increased rental revenue and net income

Four Corners Property Trust (FCPT) reported a strong second quarter in 2022, marked by high rent collections, strategic property acquisitions, and a newly obtained investment grade rating from Moody's. Rental revenue increased by 13.6% year-over-year, and net income attributable to common shareholders rose to $28.1 million, or $0.35 per diluted share.

  • Rental revenue increased 13.6% year-over-year to $47.9 million.
  • Net income attributable to common shareholders was $28.1 million, or $0.35 per diluted share.
  • The company acquired 26 properties for $54.0 million with a 6.4% initial weighted average cash yield.
  • FCPT received an Investment Grade rating from Moody’s Investors Service.

Headline financials

Total Revenue

$55.4M

Previous: $49.3M+12.5%
EPS (adj)

$0.41

Previous: $0.37+10.8%
Occupancy rate

99.9%

Previous: 99.7%+0.2%
Capital Expenditures

-$100M

Previous: -$85.3M-17.6%
Free Cash Flow

-$72.2M

Previous: -$65.2M-10.8%
Net Income

$28.1M

Previous: $20.1M+39.7%
Operating Income

$21.4M

Previous: $20.2M+5.9%
Gross Profit

$45.3M

Previous: $40.9M+10.8%
Cash & Equivalents

$17.7M

Previous: $27.1M-34.6%
Total Assets

$2.01B

Previous: $1.75B+14.7%
Stock-Based Comp

$1.03M

Previous: $876K+17.9%

Revenue & EPS history

FCPT · Revenue · Quarterly

$55.4M

Q2 2022+12.5%vs Q2 2021
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

FCPT · $55.4M total across 2 segments · Q2 2022

  • Rental revenue
    $47.9M+13.6%
  • Restaurant revenue
    $7.52M+5.8%

Forward guidance

Company is set up well to take advantage of investment opportunities in the second half of the year.

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

-0.2%

Avg return

Earnings day

+0.0%

Avg return

5 days after

+1.6%

Avg return

30 days after

50%

21 / 42 earnings

Positive

+5.8%

Q3 2015

Best reaction

-5.6%

Q1 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.0%-0.7%-1.6%
Q4 2025-3.3%-0.8%+1.5%
Q3 2025-1.5%+1.0%+0.8%
Q1 2025-0.2%-0.2%-1.2%
Q4 2024+2.4%+0.2%+0.9%
Q3 2024-1.9%-1.3%+5.8%
Q2 2024-1.2%-2.0%+2.8%
Q1 2024+2.7%+2.2%+4.1%
Q4 2023+2.6%+2.7%+7.1%
Q3 2023+4.8%+3.6%+11.6%
Q2 2023-3.3%-2.7%-4.3%
Q1 2023-2.0%+2.5%+0.7%
Q4 2022+2.3%+0.8%-5.7%
Q3 2022-0.2%+3.5%+5.1%
Q2 2022+1.1%+3.0%-0.5%
Q1 2022-4.7%-6.8%-8.1%
Q4 2021+1.1%+0.5%+1.8%
Q3 2021+0.5%-1.0%-3.2%
Q2 2021+1.9%-0.9%+1.5%
Q1 2021-3.9%-2.3%-6.0%
Q4 2020-2.8%+1.2%-0.1%
Q3 2020-4.5%-5.0%+7.6%
Q2 2020+2.3%+3.2%+6.7%
Q1 2020+0.9%-1.0%+21.9%
Q4 2019+2.4%+2.8%-22.8%
Q3 2019+1.4%+0.8%-0.3%
Q2 2019-0.6%+0.0%+5.4%
Q1 2019+1.3%+1.9%+5.1%
Q4 2018-0.4%-1.1%+1.0%
Q3 2018+3.1%-0.6%+4.6%
Q2 2018+1.0%+1.3%+9.2%
Q1 2018+1.8%+1.6%+0.8%
Q4 2017-4.5%-2.8%+0.3%
Q3 2017+2.8%+4.9%+5.4%
Q2 2017-4.1%-3.8%+0.4%
Q1 2017-5.6%-4.7%+8.8%
Q4 2016+0.5%+1.9%+2.0%
Q3 2016-2.1%-2.4%-3.6%
Q2 2016-0.1%+0.6%-2.7%
Q1 2016-2.8%
Q4 2015-1.8%
Q3 2015+5.8%
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014

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