NYSE$HOUS

Anywhere Real Estate Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Anywhere Real Estate's financial performance reflected resilience in a challenging real estate market, with strategic cost management and debt reduction efforts.

Anywhere Real Estate Inc. reported Q4 2023 financial results, showing a revenue of $1.25 billion and a net loss attributable to Anywhere of $107 million. The company focused on cost management and debt reduction, achieving significant savings and reducing debt by $308 million for the full year. Despite a tough real estate market, Anywhere demonstrated leadership and is positioned for growth in a potentially improving market.

  • Generated Q4 revenue of $1.25 billion.
  • Reported a net loss of $107 million attributable to Anywhere.
  • Reduced debt by $308 million for the full year through debt exchanges and repurchases.
  • Realized cost savings of approximately $220 million for the full year.

Headline financials

Total Revenue

$1.25B

Previous: $1.32B-5.5%
EPS (adj)

-$0.54

Previous: -$0.85+36.5%
Closed Homesale Sides (Franchise)

165.8K

No prior period
Average Homesale Price (Franchise)

$460K

No prior period
Purchase Title/Closing Units

22.6K

Previous: 25.7K-11.8%
Refinance Title/Closing Units

2.0K

Previous: 2.4K-13.2%
Capital Expenditures

-$20M

Previous: $26M-176.9%
Net Income

-$108M

Previous: -$452M+76.1%
Operating Income

-$132M

Previous: -$560M+76.4%
Gross Profit

$59M

Previous: $468M-87.4%

Revenue & EPS history

Anywhere Real Estate · Revenue · Quarterly

$1.25B

Q4 2023-5.5%vs Q4 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 expects more normal seasonal volumes throughout the year and anticipates the first quarter EBITDA to be negative due to historically low unit volume. The Company expects to realize further cost savings of approximately $100 million in 2024.

Tailwinds

  • Expects more normal seasonal volumes throughout the year.
  • Anticipates further cost savings of approximately $100 million in 2024.

Headwinds

  • First quarter EBITDA is expected to be negative due to historically low unit volume.
  • Estimates are subject to macroeconomic and housing market uncertainties.
  • Uncertainties related to rising inflation.
  • Uncertainties related to declining affordability.
  • Uncertainties related to constrained inventory.

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 Q4 2023

Historical avgQ4 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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