NYSE$IIPR

Innovative Industrial Properties Inc. A · Q3 2020 earnings

Q3 2020 earnings · · Investor relations

Briefing

Reported a significant increase in revenues and net income due to strategic investments and property acquisitions.

Innovative Industrial Properties (IIP) announced strong Q3 2020 results, driven by strategic investments and property acquisitions. Total revenues increased by 197% year-over-year, and net income saw a substantial rise of 205%.

  • Total revenues increased by 197% compared to the same period in 2019, reaching $34.3 million.
  • Net income available to common stockholders was $18.9 million, or $0.86 per diluted share.
  • IIP owned 63 properties across 16 states, with a 99.3% lease rate based on square footage.
  • The company invested approximately $908.4 million in the aggregate (excluding transaction costs).

Headline financials

Total Revenue

$34.3M

Previous: $11.6M+197.1%
EPS (adj)

$1.28

Previous: $0.86+48.8%
Free Cash Flow

$19.2M

Previous: $6.52M+194.7%
Net Income

$19.2M

Previous: $6.52M+194.7%
Operating Income

$20.4M

Previous: $6.82M+199.4%
Gross Profit

$34.3M

Previous: $11.6M+197.1%
Cash & Equivalents

$161M

Previous: $99.9M+61.2%
Total Assets

$1.5B

Previous: $623M+140.7%
Stock-Based Comp

$841K

Previous: $655K+28.4%

Revenue & EPS history

IIPR · Revenue · Quarterly

$34.3M

Q3 2020+197.1%vs Q3 2019
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

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 Q3 2020

Historical avgQ3 2020

+2.0%

Avg return

Earnings day

+2.4%

Avg return

5 days after

+4.8%

Avg return

30 days after

68%

25 / 37 earnings

Positive

+26.8%

Q3 2020

Best reaction

-16.8%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+14.6%+8.9%+10.8%
Q4 2025+7.7%+14.7%+12.8%
Q3 2025+0.4%+4.0%+2.8%
Q1 2025+4.4%+3.9%+3.7%
Q4 2024-0.8%+0.5%-13.4%
Q3 2024-16.8%-18.6%-19.4%
Q2 2024-2.6%-1.7%+3.3%
Q1 2024-4.2%-3.8%-2.3%
Q4 2023+5.1%+8.3%+15.0%
Q3 2023+8.1%+10.5%+16.8%
Q2 2023+0.0%+4.2%+12.8%
Q1 2023+3.0%+0.1%+2.7%
Q4 2022+7.6%+5.8%-9.7%
Q3 2022+3.1%-1.2%+6.5%
Q2 2022+1.7%-3.2%-6.7%
Q1 2022-2.8%-9.8%-7.6%
Q4 2021+1.2%+4.1%+9.4%
Q3 2021+0.5%+5.9%-5.2%
Q2 2021+1.6%+6.7%+18.0%
Q1 2021+3.1%+0.2%+3.6%
Q4 2020-9.5%-5.9%-15.2%
Q3 2020+26.8%+18.0%+24.4%
Q2 2020+4.9%+10.3%+11.1%
Q1 2020-1.3%-4.7%+21.3%
Q4 2019-1.6%+1.5%-16.3%
Q3 2019+3.5%+5.8%-5.2%
Q2 2019+0.5%-3.7%-19.5%
Q1 2019+0.1%+0.6%+19.8%
Q4 2018+2.9%+14.1%+12.1%
Q3 2018+9.1%+7.0%+20.2%
Q2 2018+11.0%+4.6%+27.9%
Q1 2018-5.9%-4.9%+10.6%
Q4 2017+2.6%+11.9%+28.6%
Q3 2017+0.2%+0.5%+1.6%
Q2 2017-1.4%-0.6%-3.6%
Q1 2017-0.5%-1.6%-2.2%
Q4 2016-2.9%-2.4%+8.5%
Q3 2016
Q1 2016

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