NYSE$FPI

Farmland Partners Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Farmland Partners reported strong full-year 2024 results, marked by significant debt reduction, increased AFFO per share, and strategic asset dispositions.

Farmland Partners Inc. reported a very strong year in 2024, successfully executing strategies to reduce overhead, enhance operational efficiencies, and selectively dispose of assets. The company significantly reduced its total indebtedness by $158.5 million and increased AFFO per share by over 80% year-over-year. Net income also saw a substantial increase.

  • Net income increased by 94.0% to $61.5 million, or $1.19 per share, in 2024 compared to $31.7 million, or $0.55 per share, in 2023.
  • AFFO increased by 72.9% to $14.1 million, or $0.29 per share, in 2024 compared to $8.1 million, or $0.16 per share, in 2023.
  • Total indebtedness decreased by $158.5 million, reducing debt as a percentage of gross book value from 36.3% to 27.2% and the total debt to EBITDAre ratio from 11.5 to 6.3.
  • The company completed 54 farm dispositions for $312.0 million, realizing a total gain on sale of $54.1 million, and repurchased 2,240,295 shares of common stock at a weighted average price of $12.25 per share.

Headline financials

Total Revenue

$58.2M

Previous: $21.6M+169.7%
EPS (adj)

$1.19

Previous: $0.16+643.8%
Adjusted EBITDDARE

$10.8M

Previous: $33.4M-67.7%
NOI

$8.9M

Previous: $44.1M-79.8%
Fully Diluted Share Count

26.0M

Previous: 58.3M-55.4%
AFFO

$4.7M

Previous: $8.14M-42.3%
AFFO Per Share

$0.18

Previous: $0.16+12.5%
Net Income

$61.5M

Previous: $31.7M+94.0%
Operating Income

$24.7M

Previous: $18M+37.2%
Gross Profit

$24.7M

Previous: $15.9M+55.0%

Revenue & EPS history

Farmland Partners · Revenue · Quarterly

$58.2M

Q4 2024+169.7%vs Q4 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

For 2025, the company's earnings guidance is available on page 15 of the supplemental package, accessible through the Investor Relations section of their website.

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 Q4 2024

Historical avgQ4 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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