NYSE$FCPT

Four Corners Property Trust · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

FCPT's financial performance remained steady with slight revenue growth and strategic acquisitions.

Four Corners Property Trust (FCPT) reported a 3.7% increase in rental revenue for Q3 2024, reaching $59.3 million. Net income attributable to common shareholders was $25.6 million, or $0.27 per diluted share. The company acquired 21 properties for $70.7 million and maintained a high rent collection rate of 99.8%.

  • Rental revenue increased by 3.7% year-over-year to $59.3 million.
  • Net income attributable to common shareholders was $25.6 million, or $0.27 per diluted share.
  • AFFO per diluted share increased to $0.43, a $0.01 increase compared to the same quarter in 2023.
  • Acquired 21 properties for a combined purchase price of $70.7 million with an initial weighted average cash yield of 7.2%.

Headline financials

Total Revenue

$66.8M

Previous: $64.8M+3.0%
EPS

$0.27

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

$0.34

No prior period
FFO per diluted share

$0.41

No prior period
AFFO per diluted share

$0.43

No prior period
Cash G&A expense

$4M

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

6.9%

No prior period
Capital Expenditures

-$137M

Previous: -$328M+58.4%
Free Cash Flow

-$111M

Previous: -$304M+63.5%
Net Income

$25.6M

Previous: $24.2M+5.9%
Operating Income

$37.7M

Previous: $35.8M+5.4%
Gross Profit

$66.8M

Previous: $64.8M+3.0%
Cash & Equivalents

$44.5M

Previous: $5.68M+684.1%
Total Assets

$2.56B

Previous: $2.46B+4.4%
Stock-Based Comp

$1.82M

Previous: $1.47M+23.3%

Revenue & EPS history

FCPT · Revenue · Quarterly

$66.8M

Q3 2024+3%vs Q3 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

The company anticipates 2024 will remain busy with new acquisitions through year end and believes their balance sheet is in excellent shape to support renewed AFFO growth going forward.

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

+0.0%

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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