NYSE$FCPT

Four Corners Property Trust · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

FCPT demonstrated strong performance driven by strategic acquisitions and consistent rent collections.

FCPT reported a strong second quarter with a 10.8% increase in rental revenue, driven by strategic acquisitions of high-quality assets and consistent rent collections representing 99.8% of portfolio contractual base rent.

  • Rental revenue increased by 10.8% year-over-year to $58.5 million for the quarter.
  • Net income attributable to common shareholders was $24.7 million, or $0.27 per diluted share.
  • NAREIT-defined FFO per diluted share increased to $0.41, a $0.01 increase compared to the same quarter in 2023.
  • The company acquired 17 properties for $45.5 million with an initial weighted average cash yield of 7.2%.

Headline financials

Total Revenue

$66.5M

Previous: $60.7M+9.5%
EPS

$0.27

Previous: $0.42-35.7%
Regular dividends declared per share

$0.34

Previous: $0.34+1.5%
FFO per diluted share

$0.41

No prior period
AFFO per diluted share

$0.43

No prior period
Cash G&A expense

$4.3M

No prior period
Cash G&A as percentage of cash rental income

7.4%

No prior period
Capital Expenditures

-$63.8M

Previous: -$195M+67.3%
Free Cash Flow

-$39.1M

Previous: -$171M+77.2%
Net Income

$24.7M

Previous: $23.6M+4.4%
Operating Income

$37M

Previous: $33.4M+10.7%
Gross Profit

$66.5M

Previous: $60.7M+9.5%
Cash & Equivalents

$17.2M

Previous: $11.2M+53.3%
Total Assets

$2.49B

Previous: $2.34B+6.3%
Stock-Based Comp

$1.73M

Previous: $1.56M+11.0%

Revenue & EPS history

FCPT · Revenue · Quarterly

$66.5M

Q2 2024+9.5%vs Q2 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

FCPT · $64.8M total across 2 segments · Q3 2023

  • Rental revenue
    $57.2M+17.5%
  • Restaurant revenue
    $7.6M+4.2%

Forward guidance

This press release contains forward-looking statements within the meaning of the federal securities laws. Forward-looking statements include all statements that are not historical statements of fact and those regarding the Company’s intent, belief or expectations, including, but not limited to, statements regarding: operating and financial performance, announced transactions, expectations regarding the making of distributions and the payment of dividends, and the effect of pandemics on the business operations of the Company and the Company’s tenants and their continued ability to pay rent in a timely manner or at all.

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 2024

Historical avgQ2 2024

-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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