NYSE$FPI

Farmland Partners Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

FPI significantly improved operating performance, reduced leverage, raised guidance, and continued to grow portfolio.

Farmland Partners Inc. reported an outstanding second quarter in 2022, with a significant increase in AFFO and operating income. The company also successfully reduced debt and renewed leases at higher rental rates. Additionally, they achieved vindication from the 2018 short and distort scheme through the dismissal of the class action lawsuit.

  • Net income increased by $5.9 million to $3.0 million, or $0.04 per share available to common stockholders.
  • AFFO increased by $4.8 million to $1.1 million, or $0.02 per share.
  • Debt decreased by $38.4 million, while maintaining $32.0 million of undrawn capacity under its line of credit.
  • Renewed over one-third of leases expiring in 2022 at average rent increases in excess of 15%.

Headline financials

Total Revenue

$12.4M

Previous: $10M+23.4%
EPS (adj)

$0.03

Previous: -$0.05+160.0%
Capital Expenditures

-$30.8M

Previous: -$31.4M+1.7%
Free Cash Flow

-$27.9M

Previous: -$34.1M+18.1%
Net Income

$2.92M

Previous: -$2.74M+206.6%
Operating Income

$3.46M

Previous: $955K+261.8%
Gross Profit

$12.4M

Previous: $10M+23.4%
Cash & Equivalents

$19.7M

Previous: $40.2M-51.0%
Total Assets

$1.13B

Previous: $1.1B+1.9%
Stock-Based Comp

$185K

Previous: $334K-44.6%

Revenue & EPS history

Farmland Partners · Revenue · Quarterly

$12.4M

Q2 2022+23.4%vs Q2 2021
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Farmland Partners · $11.5M total across 3 segments · Q2 2022

  • Rental Income
    $9.2M
  • Other Revenue
    $1.2M
  • Crop Sales
    $1.15M

Forward guidance

Despite pressure on the general economy, the outlook for 2022 remains positive, and the company has increased both the bottom and top ends of its guidance range issued in May.

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

+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

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