NYSE$HOUS

Anywhere Real Estate Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Led through a difficult housing market, delivered considerable profitability, and achieved substantial debt reduction.

Anywhere Real Estate Inc. reported financial results for Q3 2023, with revenue of $1.6 billion, a 12% decrease year-over-year. The company reported a net income of $129 million and reduced debt by $281 million. They realized cost savings of approximately $60 million for the quarter and $160 million year-to-date.

  • Generated revenue of $1.6 billion, a decrease of 12% year-over-year.
  • Reported net income of $129 million.
  • Reduced debt by $281 million through successful debt exchanges and open market bond repurchases.
  • Realized third quarter cost savings of approximately $60 million.

Headline financials

Total Revenue

$1.58B

Previous: $1.81B-12.4%
EPS (adj)

$0.15

Previous: $0.58-74.1%
Capital Expenditures

-$52M

Previous: -$83M+37.3%
Free Cash Flow

$73M

Previous: -$154M+147.4%
Net Income

$129M

Previous: $55M+134.5%
Operating Income

$44M

Previous: $95M-53.7%
Gross Profit

$1.58B

Previous: $1.81B-12.4%
Cash & Equivalents

$151M

Previous: $272M-44.5%
Total Assets

$6.06B

Previous: $7.01B-13.6%
Stock-Based Comp

$4M

Previous: $6M-33.3%

Revenue & EPS history

Anywhere Real Estate · Revenue · Quarterly

$1.58B

Q3 2023-12.4%vs Q3 2022
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Anywhere Real Estate · $1.72B total across 3 segments · Q1 2022

  • Owned Brokerage Group
    $1.26B+7.9%
  • Franchise Group
    $267M+5.1%
  • Title Group
    $190M-5.5%

Forward guidance

The Company continues to expect full year 2023 Operating EBITDA to be below 2022. However, the Company still expects Free Cash Flow from operations to be modestly positive. Based on year-to-date agent commission trends, we now expect full year commissions splits to increase about 50 to 60 basis points above 2022. The Company continues to expect to realize cost savings of approximately $200 million in 2023, inclusive of the cost savings realized year-to-date in 2023.

Historical earnings impact

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

Avg. return before/after earnings

Based on 16 quarterly earnings reports · overlaid with Q3 2023

Historical avgQ3 2023

-1.0%

Avg return

Earnings day

-1.5%

Avg return

5 days after

-0.0%

Avg return

30 days after

52%

29 / 56 earnings

Positive

+22.8%

Q1 2020

Best reaction

-29.6%

Q1 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025
Q3 2025-2.8%+8.7%+21.3%
Q2 2025+10.7%-4.5%+32.4%
Q1 2025+3.2%+22.3%+12.6%
Q4 2024-0.5%+3.8%-9.8%
Q3 2024+4.5%-4.3%+20.5%
Q2 2024-8.3%-4.9%+3.6%
Q1 2024-4.3%-10.2%-17.0%
Q4 2023-7.3%-15.4%-31.9%
Q3 2023+5.6%+13.4%+20.0%
Q2 2023+18.0%+7.7%-14.9%
Q1 2023-19.3%-10.4%+10.7%
Q4 2022-15.5%-20.6%-33.1%
Q3 2022+3.3%-4.3%-11.0%
Q2 2022-4.8%+0.7%+3.5%
Q1 2022-12.3%-8.1%-1.2%
Q4 2021+5.4%+1.3%-5.9%
Q3 2021-12.3%
Q2 2021-5.4%
Q1 2021+13.3%
Q4 2020-12.9%
Q3 2020+12.8%
Q2 2020+2.5%
Q1 2020+22.8%
Q4 2019-10.2%
Q3 2019+5.4%
Q2 2019+17.5%
Q1 2019-29.6%
Q4 2018-22.2%
Q3 2018-9.2%
Q2 2018+4.7%
Q1 2018-0.1%
Q4 2017+3.4%
Q3 2017-11.1%
Q2 2017+4.6%
Q1 2017+2.3%
Q4 2016+3.6%
Q3 2016+6.3%
Q2 2016-11.5%
Q1 2016-8.0%
Q4 2015+2.8%
Q3 2015+6.3%
Q2 2015-10.2%
Q1 2015-5.1%
Q4 2014-2.9%
Q3 2014+5.3%
Q2 2014+5.1%
Q1 2014-11.9%
Q4 2013+2.0%
Q3 2013+7.9%
Q2 2013-4.5%
Q1 2013+2.1%
Q1 2012+2.1%
Q2 2012-3.2%
Q4 2012-4.9%
Q3 2012+6.2%
Q3 2011+6.2%
Q2 2011
Q4 2011
Q4 2010
Q4 2009
Q3 2010
Q2 2010
Q1 2011
Q1 2010

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