NYSE$INVH

Invitation Homes Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Invitation Homes reported strong Q1 2022 results driven by robust demand and premier resident experience.

Invitation Homes reported a 12.0% increase in total revenues to $532 million, a 61.3% increase in net income to $92 million, and a 13.5% increase in Core FFO per share to $0.40 year over year. Same Store NOI increased 11.7% year over year, driven by Same Store Core Revenues growth of 9.4% and Same Store Core Operating Expenses growth of 4.5%.

  • Total revenues increased 12.0% to $532 million and net income available to common stockholders increased 61.3% to $92 million year over year.
  • Core FFO per share increased 13.5% to $0.40, and AFFO per share increased 11.9% to $0.35 year over year.
  • Same Store NOI increased 11.7% year over year on 9.4% Same Store Core Revenues growth and 4.5% Same Store Core Operating Expenses growth.
  • Same Store Average Occupancy was 98.1%, down 30 basis points year over year.

Headline financials

Total Revenue

$532M

Previous: $475M+12.0%
EPS (adj)

$0.40

Previous: $0.36+11.1%
Average Occupancy

98.1%

Previous: 98.4%-0.3%
Capital Expenditures

-$239M

Previous: -$150M-59.3%
Free Cash Flow

-$146M

Previous: -$92.6M-57.9%
Net Income

$92.6M

Previous: $57.4M+61.4%
Operating Income

$309M

Previous: $273M+13.3%
Gross Profit

$329M

Previous: $291M+13.1%
Cash & Equivalents

$467M

Previous: $187M+149.6%
Total Assets

$18.5B

Previous: $17.5B+6.0%
Stock-Based Comp

$6.65M

Previous: $5.81M+14.3%

Revenue & EPS history

Invitation Homes · Revenue · Quarterly

$532M

Q1 2022+12%vs Q1 2021
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Invitation Homes · $484M total across 1 segment · Q1 2022

  • Rental and Other Property Income
    $484M+10.5%

Forward guidance

Full year 2022 guidance remains unchanged from initial guidance provided in February 2022.

Tailwinds

  • Core FFO per share — diluted: $1.62 - $1.70
  • AFFO per share — diluted: $1.38 - $1.46
  • Same Store Core Revenues growth: 8.0% - 9.0%
  • Same Store Core Operating Expenses growth: 5.5% - 6.5%
  • Same Store NOI growth: 9.0% - 10.5%

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 Q1 2022

Historical avgQ1 2022

-0.8%

Avg return

Earnings day

-0.3%

Avg return

5 days after

-0.1%

Avg return

30 days after

36%

13 / 36 earnings

Positive

+5.5%

Q4 2024

Best reaction

-9.0%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.4%+2.1%+4.1%
Q4 2025-3.9%-4.4%-9.1%
Q3 2025+3.5%+4.2%+2.7%
Q1 2025+2.7%+2.1%-1.4%
Q4 2024+5.5%+7.3%+9.2%
Q3 2024-5.4%-4.3%+3.1%
Q2 2024-9.0%-6.1%-0.9%
Q1 2024-1.4%-0.5%-1.6%
Q4 2023-1.7%-0.6%+6.0%
Q3 2023-6.6%-5.9%+7.2%
Q2 2023-1.9%-0.1%-5.1%
Q1 2023+0.8%+3.1%+1.5%
Q4 2022-1.4%-1.3%-7.8%
Q3 2022-8.6%-6.7%-6.6%
Q2 2022+5.5%+5.2%+1.8%
Q1 2022-1.9%-8.6%-8.3%
Q4 2021-2.3%-6.7%-1.7%
Q3 2021+1.1%+0.4%+0.5%
Q2 2021-0.1%-0.2%-0.5%
Q1 2021+2.4%+2.4%+7.0%
Q4 2020-2.1%-3.3%+0.3%
Q3 2020-2.3%-1.4%+2.5%
Q2 2020-0.5%+1.3%-1.6%
Q1 2020+4.7%+7.7%+21.9%
Q4 2019-2.4%-3.6%-43.2%
Q3 2019-1.0%+0.2%-1.4%
Q2 2019-0.4%+0.4%+4.9%
Q1 2019-1.1%+0.6%+5.7%
Q4 2018+2.6%+3.1%+4.0%
Q3 2018-0.9%+2.3%+0.0%
Q2 2018-0.9%-3.9%-0.8%
Q1 2018-5.7%-7.2%-6.5%
Q4 2017+2.0%+3.2%+3.0%
Q3 2017+0.4%+1.6%+1.9%
Q2 2017+4.4%+9.3%+6.4%
Q1 2017+0.6%-1.4%-1.2%
Q4 2015

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