NYSE$FPI

Farmland Partners Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Reported financial results for the second quarter of 2021.

Farmland Partners Inc. reported a solid quarter, driven by the demand-driven bull market in commodities, which is generating positive momentum in land values and lease renewal rates. Specialty crop performance is on track to exceed 2020, especially in citrus. The company believes it positioned itself to begin bringing both the class action litigation and the remaining affirmative case against Sabrepoint Partners to successful resolution.

  • Demand-driven bull market in commodities continues to drive a strong profit outlook for farmers.
  • Positive momentum in land values and lease renewal rates.
  • Specialty crop performance is on track to exceed 2020, especially in citrus.
  • Obtained a recantation from Quinton Mathews of numerous false statements he made in July 2018.

Headline financials

Total Revenue

$10M

Previous: $10.5M-4.8%
EPS (adj)

-$0.05

Previous: -$0.04-25.0%
Capital Expenditures

-$31.4M

Previous: -$2.57M-1118.7%
Free Cash Flow

-$34.1M

Previous: -$2.41M-1314.0%
Net Income

-$2.74M

Previous: $162K-1788.3%
Operating Income

$955K

Previous: $3.69M-74.1%
Gross Profit

$10M

Previous: $10.5M-4.3%
Cash & Equivalents

$40.2M

Previous: $11.6M+246.3%
Total Assets

$1.1B

Previous: $1.09B+1.6%
Stock-Based Comp

$334K

Previous: $275K+21.5%

Revenue & EPS history

Farmland Partners · Revenue · Quarterly

$10M

Q2 2021-4.8%vs Q2 2020
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Farmland Partners · $10.9M total across 3 segments · Q3 2023

  • Rental Income
    $9.43M+3.9%
  • Crop Sales
    $814K-67.1%
  • Other Revenue
    $666K-5.5%

Forward guidance

The company believes much of the discovery in the class action has been completed and such expenses will begin to decline in the upcoming quarters. Moreover, the company believes Mr. Mathews' admission has increased the likelihood that the company will obtain a favorable result in the Sabrepoint affirmative case.

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 2021

Historical avgQ2 2021

+1.2%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+2.5%

Avg return

30 days after

59%

29 / 49 earnings

Positive

+13.6%

Q4 2018

Best reaction

-13.4%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.9%-7.9%-10.5%
Q4 2025+2.8%+8.0%-7.2%
Q3 2025+2.1%-2.1%-2.6%
Q2 2025+0.8%+1.2%+1.5%
Q1 2025-0.3%+3.8%+15.3%
Q4 2024+7.5%+0.6%-5.9%
Q3 2024+6.5%+7.7%+15.5%
Q2 2024-8.2%-10.8%-11.6%
Q1 2024+3.2%+3.9%-1.0%
Q4 2023+7.6%+2.8%+1.2%
Q3 2023-1.7%-3.6%+18.9%
Q2 2023-11.0%-12.6%-16.7%
Q1 2023+4.6%+5.5%+16.4%
Q4 2022-13.4%-13.9%-17.9%
Q3 2022+5.4%+5.9%+0.4%
Q2 2022-0.3%+2.7%+3.0%
Q1 2022+9.7%+4.6%+4.3%
Q4 2021+4.4%+3.2%+15.9%
Q3 2021-4.4%-6.5%-0.9%
Q2 2021-0.6%-1.4%+1.5%
Q1 2021+2.8%+0.2%-1.4%
Q4 2020-12.9%-13.4%-0.8%
Q3 2020+9.8%+16.5%+27.0%
Q2 2020-3.6%-2.2%-5.3%
Q1 2020+0.2%-7.3%+11.9%
Q4 2019+11.9%+13.3%+17.5%
Q3 2019-2.7%-2.8%-2.7%
Q2 2019+5.6%+7.9%+9.9%
Q1 2019-1.2%-0.6%-2.9%
Q4 2018+13.6%+14.5%+25.7%
Q3 2018+0.7%+6.9%-15.4%
Q2 2018-5.7%-3.8%-2.1%
Q1 2018+5.2%+0.9%+13.9%
Q4 2017+6.1%+7.4%+11.0%
Q3 2017+4.1%+4.9%+3.1%
Q2 2017+6.7%+4.9%-4.7%
Q1 2017-1.4%-4.7%-11.4%
Q4 2016+4.6%+3.8%-0.6%
Q3 2016-2.4%+0.4%+7.1%
Q2 2016+0.0%-3.1%-1.1%
Q1 2016-0.3%
Q4 2015-0.4%
Q3 2015-1.2%
Q2 2015+0.6%
Q1 2015+2.2%
Q4 2014+0.6%
Q3 2014+1.3%
Q2 2014-1.3%
Q1 2014+2.3%
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro