NYSE$HHH

Howard Hughes Holdings Inc · Q2 2023 earnings

Q2 2023 earnings · · After market close · Investor relations

Briefing

Howard Hughes reported Q2 2023 results with a net loss of $19.1 million amid strong MPC home sales.

The Howard Hughes Corporation reported a net loss of $19.1 million or $(0.39) per diluted share for the second quarter ended June 30, 2023, compared to net income of $21.6 million in the prior year. MPC EBT was $54.9 million with 605 new home sales, up 39% YoY. Operating Assets NOI reached $68.1 million, up 3% YoY.

  • Net loss of $19.1 million or $(0.39) EPS vs. prior year profit.
  • MPC EBT $54.9 million; 605 homes sold, +39% YoY.
  • Operating Assets NOI $68.1 million, +3% YoY.
  • 43 condo units contracted at Ward Village; 15 units closed for $14.9M revenue.

Headline financials

Total Revenue

$0.00

No prior period
EPS (adj)

-$0.39

No prior period
MPC EBT

$54.9M

No prior period
Operating Assets NOI

$68.1M

No prior period
New home sales

605

No prior period
Net Income

-$19.1M

No prior period
Operating Income

$0.00

No prior period
Cash & Equivalents

$0.00

No prior period

Revenue & EPS history

Howard Hughes · Revenue · Quarterly

$0

Q2 2023
Beat estimate in 2 of 5 quarters(40%)
ActualEstimate

Revenue by segment

Howard Hughes · $482M total across 5 segments · Q4 2022

  • Condominium rights and unit sales
    $217M
  • Master Planned Communities land sales
    $117M
  • Rental revenue
    $103M
  • Other land, rental, property revenues
    $24.6M
  • Builder price participation
    $19.9M

Forward guidance

Updated 2023 guidance: MPC EBT flat to down 10% YoY; Operating Assets NOI up 1-4% YoY (ex-divestitures); Condo sales $40-45M at 10-13% margins.

Tailwinds

  • Strong new home sales driving future land sales.
  • Increased full-year guidance for MPC EBT and NOI.

Headwinds

  • Lower condo revenue and margins expected due to pricing adjustments.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 11 quarterly earnings reports

Historical avg

+0.7%

Avg return

Earnings day

-1.0%

Avg return

5 days after

-0.2%

Avg return

30 days after

45%

5 / 11 earnings

Positive

+11.3%

Q3 2025

Best reaction

-9.7%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2023
Q1 2026+3.5%+1.0%+2.4%
Q4 2025-9.7%-11.5%-25.0%
Q3 2025+11.3%+7.3%+6.5%
Q2 2025+1.7%+4.7%+14.1%
Q1 2025+1.8%+4.3%-0.1%
Q4 2024+0.4%-0.2%+0.3%
Q3 2024-0.4%-1.6%-2.0%
Q2 2024+0.0%-0.4%+13.8%
Q1 2024+0.0%-8.1%-10.3%
Q4 2022+0.0%-3.1%-4.1%
Q3 2022-1.2%-3.1%+2.6%

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