NYSE$FR

First Industrial Realty Trust Inc · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

First Industrial reported strong fourth quarter and full year results, driven by portfolio operating metrics and development leasing.

First Industrial Realty Trust announced its Q4 and full year 2024 results. The company's EPS was $0.52 in the fourth quarter, while FFO was $0.71 per share/unit. In service occupancy was 96.2% at the end of the fourth quarter of 2024.

  • In service occupancy was 96.2% at the end of the fourth quarter of 2024, compared to 95.0% at the end of the third quarter of 2024, and 95.5% at the end of the fourth quarter of 2023.
  • Cash rental rates increased 41.4% in the fourth quarter.
  • Cash basis same store net operating income before termination fees increased 9.3% in the fourth quarter.
  • Signed 1.4 Million Square Feet of Development Leases in the Fourth Quarter

Headline financials

Total Revenue

$176M

Previous: $157M+11.6%
EPS (adj)

$0.71

Previous: $0.63+12.7%
In-service occupancy

96.2%

Previous: 95.5%+0.7%
Capital Expenditures

-$56.5M

No prior period
Net Income

$70.4M

Previous: $91.7M-23.2%
Operating Income

$70.5M

Previous: $90.8M-22.4%

Revenue & EPS history

First Industrial · Revenue · Quarterly

$176M

Q4 2024+11.6%vs Q4 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

First Industrial expects to deliver growth in FFO per share of approximately 10% at the midpoint of 2025 guidance.

Tailwinds

  • Average quarter-end in service occupancy of 95.0% to 96.0%.
  • SS NOI growth on a cash basis before termination fees of 6.0% to 7.0%.
  • This range assumes 2025 bad debt expense of $1.0 million and excludes $4.5 million of income related to the 3Q24 accelerated recognition of a tenant improvement reimbursement.
  • Includes the incremental costs expected in 2025 related to the Company’s completed and under construction developments as of December 31, 2024.
  • In total, the Company expects to capitalize $0.09 per share of interest in 2025.

Headwinds

  • Guidance does not include the impact of any future investments, property sales, debt repurchases prior to maturity, debt issuances, or equity issuances post the date of this press release.

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

+0.3%

Avg return

Earnings day

+1.2%

Avg return

5 days after

+1.6%

Avg return

30 days after

62%

40 / 65 earnings

Positive

+4.9%

Q2 2015

Best reaction

-19.6%

Q2 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.8%-1.4%-0.1%
Q4 2025+2.2%+2.9%+2.4%
Q3 2025+1.4%+3.4%+3.8%
Q2 2025+0.8%+3.1%+7.6%
Q1 2025+1.5%-1.1%+9.1%
Q4 2024+2.6%+2.3%+7.0%
Q3 2024-0.9%-1.1%-4.9%
Q2 2024+4.1%+6.5%+6.7%
Q1 2024-8.7%-9.2%-4.7%
Q4 2023+4.1%+5.1%+3.4%
Q3 2023-5.3%-7.0%-0.2%
Q2 2023-1.7%+0.3%-3.9%
Q1 2023+2.4%+1.1%+1.6%
Q4 2022+0.0%+0.2%-5.3%
Q3 2022-2.3%-2.0%+8.0%
Q2 2022+1.4%+3.5%+13.2%
Q1 2022+0.7%+0.2%-18.4%
Q4 2021-0.6%-1.9%-3.0%
Q3 2021+1.7%+2.2%+7.3%
Q2 2021-2.2%-0.8%+1.0%
Q1 2021-2.1%-1.3%+0.7%
Q4 2020+1.2%+1.6%+4.0%
Q3 2020+0.7%-0.7%+0.6%
Q2 2020+3.8%+6.1%+8.7%
Q1 2020+4.8%+12.5%+8.6%
Q4 2019+3.3%+3.6%-22.1%
Q3 2019+2.3%+3.2%+2.8%
Q2 2019+0.4%+1.4%+1.3%
Q1 2019+2.2%+2.5%+0.4%
Q4 2018+0.7%+1.0%+3.9%
Q3 2018+3.2%+2.0%+2.9%
Q2 2018+2.7%+1.9%+2.6%
Q1 2018+1.2%+3.6%+9.6%
Q4 2017-0.1%+1.3%-0.1%
Q3 2017-0.5%-0.3%+5.9%
Q2 2017+2.0%+2.2%+2.1%
Q1 2017+1.8%+1.0%+3.9%
Q4 2016-0.3%+1.2%-0.8%
Q3 2016-3.3%-3.0%-0.9%
Q2 2016+3.9%+3.0%-0.3%
Q1 2016+0.2%
Q4 2015+2.1%
Q3 2015-0.6%
Q2 2015+4.9%
Q1 2015-0.2%
Q4 2014-0.9%
Q3 2014+1.3%
Q2 2014+0.5%
Q1 2014-2.7%
Q4 2013+1.1%
Q3 2013-2.4%
Q2 2013+3.9%
Q1 2013+1.6%
Q4 2012+3.0%
Q3 2012+0.0%
Q2 2012+3.3%
Q1 2012-1.9%
Q4 2011-0.7%
Q3 2011-2.5%
Q2 2011-19.6%
Q1 2011-4.0%
Q4 2010-2.4%
Q3 2010+2.0%
Q2 2010+1.1%
Q1 2010-0.9%

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