NYSE$FPI

Farmland Partners Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Farmland Partners experienced mixed results, marked by a net loss but improved AFFO, driven by portfolio improvements and cost-saving initiatives.

Farmland Partners reported a net loss of $2.1 million, or -$0.06 per share, compared to a net income of $7.9 million, or $0.14 per share, for the same period in 2023. However, AFFO improved to $0.5 million, or $0.01 per share, compared to -$1.1 million, or -$0.02 per share, for the same period in 2023, excluding a one-time severance expense. The company's performance was driven by portfolio improvements and cost-saving initiatives.

  • Net loss was ($2.1) million, or ($0.06) per share, compared to net income of $7.9 million, or $0.14 per share, for the same period in 2023.
  • AFFO was $0.5 million, or $0.01 per share, compared to ($1.1) million, or ($0.02) per share, for the same period in 2023, excluding a one-time severance expense.
  • Total operating revenues decreased by $0.1 million, or 1.2%.
  • Total operating expenses decreased by approximately $0.6 million, a 7.0% decrease compared to the same period in 2023.

Headline financials

Total Revenue

$11.4M

Previous: $11.6M-1.2%
EPS

-$0.06

Previous: -$0.02-200.0%
Adjusted EBITDDARE

$6.52M

No prior period
NOI

$8.81M

No prior period
AFFO

$530K

No prior period
AFFO Per Share

$0.01

No prior period
Capital Expenditures

-$17.1M

Previous: -$11.6M-47.7%
Free Cash Flow

-$19.1M

Previous: -$3.88M-392.5%
Net Income

-$2M

Previous: $7.71M-126.0%
Operating Income

$3.24M

Previous: $2.76M+17.5%
Gross Profit

$11.4M

Previous: $11.6M-1.2%
Total Assets

$1.03B

Previous: $1.13B-8.6%
Stock-Based Comp

$512K

Previous: $473K+8.2%

Revenue & EPS history

Farmland Partners · Revenue · Quarterly

$11.4M

Q2 2024-1.2%vs Q2 2023
Beat estimate in 9 of 15 quarters(60%)
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 continues to evaluate further opportunities for assets disposals in the remainder of the year, with the hope of generating proceeds to fund additional debt or preferred equity reductions and stock buybacks.

Tailwinds

  • Lower interest rates
  • Improving capital markets
  • Continued resiliency in the farm economy
  • A leaner corporate structure
  • Potential for strong quarterly results

Headwinds

  • Ongoing war in Ukraine and the ongoing conflict in the Middle East
  • Changes in trade policies in the United States and other countries
  • High inflation and elevated interest rates
  • The onset of an economic recession in the United States and other countries
  • Extreme weather events

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

+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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